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It seems you had a loss and should have instructed them to recharacterize the $2,930 contribution and then they automatically account for the loss. It seems you need to make a request to recharacterize the rest of the contribution ($18.39). You should check with the custodian to be sure that this is what happened.    You will enter the recharacterization when you enter the contribution to the Roth IRA  Login to your TurboTax Account  Click on "Search" on the top right and type “IRA contributions”  Click on “Jump to IRA contributions" Select “Roth IRA” Answer ‘Yes” on the “Roth IRA Contribution” screen Answer “No” to “Is This a Repayment of a Retirement Distribution Enter the Roth contribution amount  Answer “Yes” to the recharacterized question on the “Switch from a Roth To a Traditional IRA?” screen and enter the contribution amount (no earnings or losses) on the next screen. TurboTax will ask for an explanation statement where it should be stated that the original $xxx.xx minus $xxx.xx  loss were recharacterized. On the screen "Choose Not to Deduct IRA Contributions" answer "Yes" if you are thinking about doing a backdoor Roth. Otherwise select "No". (If you have a retirement plan at work and are over the income limit it will be nondeductible automatically and you only get a warning and then a screen saying $0 is deductible)        

Thank you so much for your response @RobertB4444 ! I've regretted participating in HSA at this point - it cost me so much stress and time alreday due to Fidelity incompetence. Unfortunately, my eemployer selected them as custodian for 401k, FSA, HSA. I'd leave them if I could. I would really appreciate if you could kindly answer these follow-up questions:   1. Is it critical for me to amend my 2023FY return and pay penalty before April 15 deadline of this year? Can it wait a few months? I am going through a lot health and family wise - I was planning on filing for an extension this year. Would that increase the penalty?   2. What is the penalty amount? How big is it?    3. How would you try to bill Fidelity if you were in my shoes? I escalated to multiple supervisors and they have been unhelpful and they lie a lot: Their supervisors promised to fix this a long time ago and call me if something goes wrong. Not only they didn't fix it and didn't call me, they even sent me a message via internal Fidelity message system saying that the transaction got processed successfully. So, not only they failed to notify me and fix it despite multiple promised over the course of multiple months, they even LIED. They now claim it was an automated message due to "closure of the case by the back office", but the wording is very clear—the message reads: "we've processed your HSA excess contribution withdrawal successfully".   They keep saying "contact a tax professional". I told them that my taxes are normally very simple and I can do them myself—it's their screw up that made it complicated. I asked them if they were going to pay for the tax professional which their screw-up now made necessary, to which they answer that they will not. What are good steps to try to force them to pay at least the penalty?   4. Do you know which agencies I can report them for these screw ups besides FINRA? Thank you so much  

For Income Tax (GIT) purposes, cancellation of debt (COD) or forgiveness of debt income is not subject to tax. For example, student loan debt forgiveness. Do not include COD or forgiven loan amounts on an Individual Income Tax return. NJ Treasury

MILITARY DISCOUNT https://turbotax.intuit.com/personal-taxes/online/military-edition.jsp   (There are no military discounts on “Live” versions, the CD/download or on add-on features)   In the My Info section of the program indicate that you are active military.  You must enter a Military W-2 in the Wages & Income section and after completing the W-2 on the screen labeled Let's check for uncommon situations you will need to check the box Active military duty   When you are at the end of preparing your return you should not be charged,  

I do have a taxable benefit, so I need the schedule X.  The issue is that TurboTax thinks that makes me ineligible to e-FIle, but according to the tax office in Hawaii, that is not true.  This is an error that needs to be fixed. I can't just delete the form, because the review process will automatically add it back.  I am stuck in a loop.

You can't deduct the payments to your escrow account for property taxes until the actual property tax bill is paid. You can look on your closing statement for the house purchase to see if you paid any property tax then and if so you can enter that amount in TurboTax.

You can't deduct mortgage interest unless you are itemizing your deductions.   You can get back to your entry screens in TurboTax for Mortgage Interest to check that your entries are correct as follows:    Click on "Search" (magnifying glass) at the top right of your screen and  Type "1098" in the search bar. ‌ Click on "Jump to 1098."  This will allow you to review your entries for your mortgage interest from Form 1098   You must answer the question, "Is this loan secured by a property of yours?" as "Yes" in order for your mortgage interest to be included.   You could also try deleting and reentering your Form 1098 for the home that is not being counted. To do this, use the instructions above for returning to the TurboTax screens for entering your mortgage interest.  Follow your screens until you see "Is this loan secured by a property of yours?"     Your screens will look something like this:           Click here for "Where do I enter my 1098 mortgage interest statement?"   Click here for additional information on the Mortgage Interest Deduction   Click here for additional information on mortgage interest.

Yes if you are using the Online browser version you need to start a new account.  Online is only good for 1 return and 1 account.   To prepare a 1041 Estate/Trust return you need Turbo Tax Business. The small business program (TT Business) is for 1120 Corporation, 1120S Corp, 1065 Partnership or 1041 Estate/Trust returns and will not do your personal 1040 return.   It  is a separate program from the Desktop Home & Business program or the Online Premium version.   Turbo Tax Business  is not available to do online or on a Mac.  And you can have both TT Business and TT Home & Business (or any personal version) installed on  your computer at the same time.   You can buy the Window's Business Desktop program here….. https://turbotax.intuit.com/small-business-taxes/cd-download/

No, if you did not rollover your retirement distribution, the word ROLLOVER should not be printed on line 5b.   You should delete the 1099-R and re-enter it, and carefully answer the follow-up question.   According to your return, some portion or all of your distribution was put back into a qualified retirement plan.   Since that is not the case, you will need to remove that distribution and re-enter it without indicating there was a rollover.      How to delete forms in TurboTax Online   How to delete forms in TurboTax Desktop   Where do I enter a 1099-R?