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When you add transactions that have a different Form 8949 category (e.g. Short Term A, B, or C) the program will add new page to the Form 8949 for those transactions.  So if you have transactions with all six categories, your 8949 will be six pages, with additional pages if needed due to the number of transactions.  You don't need to do anything, other than enter the transactions.  The program does the rest.  

The first-year choice doesn't apply to dependents, just to a spouse. !! Your sister and niece do not qualify to be your dependent in 2024 but will qualify in 2025 if they continue to live with you.   Be sure to get Social Security Numbers for your sister and niece so you can file electronically in 2025.   @ccjil 

"Since there is only one HSA account to consider,"   I don't see that stated.  Also, it's rather lame to have to falsely answer None to accommodate the persistent bug in TurboTax where TurboTax incorrectly determines that there has been a lapse in coverage that results in a penalty.  How can TurboTax even conclude that there was a lapse in coverage if all 12 months show family HDHP coverage (if it's the case that there was family coverage for all 12 months of the year)?   Because your wife is covered by the family HDHP plan she is eligible to contribute to an HSA.  If you did not contributed the family limit to your HSA, your wife is eligible to contribute the remainder of the family limit to her HSA as long as she was covered in December.  Also, if your wife is over age 55, she can contribute the her catch-up contribution to her HSA.  However, these contributions can only be reported in TurboTax if you tell TurboTax that she has family HDHP coverage.  If None is selected for each month, TurboTax will erroneously indicate that your wife's contribution limit (without regard to your contributions) is $0.

I apologize for not being clear in my question.   Please look at Form 8283 (Noncash Charitable Contributions), Section A, line 1(i).  Why does TurboTax  show "Average Share" for purchased stock that is donated and "Comparative Sales" for inherited stock that is donated?  I fully understand how fair value is calculated.  My question is why does TurboTax show valuation different methods on Section A, line 1(i) of Form 8283 when the exact same method of calculating fair value is used to determine the donation amount?  Perhaps I should call someone at TurboTax to discuss.  If so, please provide me a phone number to call.  Thank you very much.

You need to report the sale of the stock in addition to the entering the W-2 form. You enter investment sales in the Wages and Income section of TurboTax, then Investments Sales, then Stocks, cryptocurrency, Mutual Funds, Bonds, etc...  Choose Stock, Bonds, Mutual Funds as the type of investment you want to enter. You'll come to a screen where you can enter in your sales proceeds and cost basis.   The restricted stock units (RSU's) are taxable income and as such the value of them is included in your salary wages (box 1), social security wages (box 3) and Medicare wages (box 5) on your W-2 form. Since you have to pay social security and Medicare taxes on the income, and also income taxes, some of the shares are sold by the company to pay those taxes. They are paid in by the company.   You need to report the sale of those shares to report any resulting gain or loss, but the gain or loss is minimal since you buy and sell them almost immediately. So, the gain on sale when you report the Form 1099-B in TurboTax should be minimal. Often, the Form 1099-B will report a minimal amount for the cost basis as you may have paid little or nothing to acquire the shares. However, the income reported on your W-2 form needs to be included in the cost basis of the shares sold, so you may need to adjust the cost basis reported on the Form 1099-B to compensate for that.   A simple way to determine the cost basis of your RSU shares sold is to divide the income for the RSU's as reported on your W-2 form, plus any additional money you may have spent to acquire them, by the number of shares acquired. That will give you the cost of the shares that you can then multiply by the number of shares sold to arrive at their cost basis.   On the stock sale screen, indicate that the cost basis is missing or incorrect and you will have an opportunity to enter the correct cost basis:        

To clarify, you moved the funds to a regular bank account out of the Roth IRA in March 2024? Then you should have gotten a 2024 Form 1099-R for the distribution. If you requested the withdrawal of excess contribution plus earnings then your 2024 Form 1099-R should have codes P and J. The earnings are taxable in the year you made the contribution. Therefore, this will have to be reported on your 2023 return. Please see How do I amend my federal tax return for a prior year? Please check with your financial institute where you can find the 2024 Form 1099-R.     Or do you mean it was closed in March 2025? If this is the case then you will have to pay the 6% penalty on your 2023 and 2024 return for the excess contribution. Since this was after the due date you were required make a regular distribution and you only had to withdraw the excess without earnings. You will receive a 2025 Form 1099-R with code J (if you are under 59 1/1). If you are over 59 1/2 the code will be T or Q. You will enter this Form 1099-R next year on your 2025 return and it will resolve the excess contribution.   On your 2024 return to pay the 6% penalty:   Click on “Jump to IRA contributions" Select “Roth IRA” On the "Do you have any Excess Roth Contributions" answer "Yes" On the "Enter Excess Contributions" screen enter the total excess contribution from 2023    

You can leave the 1099-B off of your return since the cost and selling price should equal. Keep it with your tax files should you need it later and keep notes about the cost basis which is your original discounted purchase and the interest income reported each year (equals the redemption price).   Due to the amount and type of transaction, it's not likely the IRS will question it later.   If you want to manually enter it, then you can follow the steps below. Do Not Import. Open or continue your return. Navigate to the 1099-B section: TurboTax Online/Mobile: Go to 1099-B. TurboTax Desktop: Search for 1099-B and select the Jump to link. Follow the onscreen instructions. When you reach Let's import your tax info, choose how you want to enter your 1099-B: If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen. On the following screens, answer the questions about your 1099-B. When you reach the Review your sales screen, the form you just entered should be listed.  @feiwenw 

Thanks again!  I just double-checked and I listed her as home state for the full year and non-resident for State 2 (i.e., I did not say that she was a part-time resident).   I'm still at a loss for what value I put in for her home state earnings as, again, the Box 16 on the W-2 for her home state says $2,094, which matches Box 1.  Box 16 on her W-2 for the state she went to school in says $194 but notes the same $2,094 in Box 1.  If I enter the Box 16s from each of the W-2s ($2,094 for the home state and $194 for the school state), the software is churning back an error since it is combining them and then noting that it does not add up to Box 1.

I am filing part year resident returns for both states.  I lived and worked in New York the first half of the year.  I then moved to PA where I lived and worked.  I have two W2's for NY, and one for PA.    In the NY State Return Section, the two NY W2's are shown, and the PA W2 is marked as "do not allocate this employer to NY".   I do see all three W2's in the state return, and where only two are included.  However, at the end of the state submission, the total NY taxable income shows an extra amount that appears to be equal to PA's Local or State W2 amount  (Which is higher than Federal PA W2 amount)

@BKKPilot , if an NRA spouse  ( married to a US Person, and whether with a  domestic or foreign tax home ) whom requests -- and is approved by default -- to be treated as a US Person ( Resident for Tax purposes in this case ), all the US tax laws  comes in to play.  This includes FBAR/ FATCA   / PFIC etc. -- he/she submits to be treated as a resident for tax purposes and therefore all the rules/regs  that apply to a US person are now applicable.   Does this answer  your query ?  Is there more I can do for you ?   Namaste ji pk

You are correct, that $13,000 should not be there.  It's most likely an entry error.  What are your box 1 and box 5 amounts? Do you have any book or computer expenses? Books and computers are not qualified for the LLC but they are for tax free scholarship. You may need to delete the 1098-T and start over. 

In Turbo Tax there is an option "My accrued interest is included in this 1099-INT" to interest adjustment.  However, my 1099-INT does not have an item "accrued interest" , my broker provided supplemental documents for accrued interest but not reported to IRS. Should I still choose "My accrued interest is included in this 1099-INT" or "other reasons" ?  Thanks.

Any W-2s that you entered in TurboTax on your tax return, the data will be submitted.  To review your W-2 input: Navigate to the W-2 section: TurboTax Online/Mobile: Go to W-2. TurboTax Desktop: Search for W-2 and select the Jump to link. Refer to the TurboTax article How do I import or enter my W-2? for more information.

Thanks, but I think that option has been dismantled as well. At least I couldn't find it either on my computer or on the app. I did finally find a workaround: on the app only, I can unselect the option to pay my taxes (which are not yet finished) in the Finish & File section, and just pay for the TurboTax product. For some reason, that option is not available when I use my computer.