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I only changed the one in the leftmost column (Regular Tax). The other one didn't seem to be causing any problems.   If you feel like the ones on the leftmost column are not correct, you can adjust them but the goal is that the individual items on the section "Disallowed Passive Losses by Year and Type" should add up to the same number in the QBI column on the Carryovers to 2024 Smart Worksheet (Line G).   I will keep an eye on this thread this evening in case you encounter any other issues or have additional questions. 

clschaaf   Yes, TurboTax automatically assumes that all medical expenses were paid in the current year. The IRS introduced a conundrum when they said that you could repay yourself for older medical expenses, so long as they were incurred after the start of the HSA.   As you see, TurboTax automatically adds back the entire 1099-SA amount that is used for medical expenses.   But since CA surely allows only current year expenses. So do this:   On the screen that says "Here's the Income that California handles differently", go to the bottom and click on "Other Adjustments to Income".   Here you can do the necessary adjustments. Remove the multi-year distribution and subtract out the current year medical expenses.   The amount of the 1099-SA that was actually for medical expenses will appear on line 4 in Part II as an addition. If you want to remove only the current year expenses, then take the difference of the current year expenses in that 1099-SA and the prior year expenses, and enter them as a subtraction, so that the prior year medical expenses will not appear as a current year expense in CA,   I hope that makes sense.   @clschaaf  

Was the code in box 7 a 7 indicating a normal distribution?  If so, then there was a series of questions presented after completing entry of the Form 1099-R.  One of the screens asks What Did You Do With the Money? Choose the option that states you moved the money to another retirement account.

Were you required to file a federal return?  DC filing requirements  Are you a US resident that files Form 1040 or a nonresident that files Form 1040-NR?     Can I file a 1040 or do I have to file a 1040-NR?  Does TurboTax handle Form 1040-NR for nonresident aliens?

Do you have an IRS form 1099-B that does not report cost basis or date acquired?   There are cases when the issuer of the IRS form 1099-B does not have the information or is not required to report the information that they have.     You may have to refer to your personal records including sales tickets to locate the information that is needed.   If the IRS form 1099-B is missing cost information, you may enter an IRS form 1099-B into TurboTax Premium Online on a One by one basis by following these steps.   Down the left side of the screen, click Federal. Down the left side of the screen, click Wages & Income. Click the down arrow to the right of Investments and Savings. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B). Click Add investments. On the Let's import your tax info screen, select Enter a different way. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue. At the screen Which bank or brokerage, enter the information.  Click Continue. Do these sales include any employee stock, enter No. Do you have more than three sales, enter No. Do these sales include any other types of investments, enter No. Did you buy every investment listed, enter Yes.  Continue. On the screen Now, choose how to enter your sales, select One by One.  Select Continue. At the screen Look for your sales on your 1099-B, select Continue. Enter the information.  Select The cost basis is incorrect or missing on my 1099-B.  Continue. At the screen We noticed there's an issue with your cost basis, select I know my cost basis and need to make an adjustment.  Continue.

If the building is used exclusively for the rental property (and you are not a real estate professional), the building would be considered a Rental Asset for Schedule E. Only if the building is used by a Schedule C business would it be reported for that business.   Since storage buildings don't have an assigned class for depreciation purposes, it defaults to a 7-year class life. Choose "Tools, Equipment" and "general purpose tools/equipment" to set up the correct depreciation settings.   You have the option to claim a Section 179 deduction and/or Special Deprecation (60% for tax year 2024), with regular depreciation for the remaining balance. TurboTax will ask you about this when you enter the asset.   Check the "Show Details" box to review the settings used to calculate depreciation for this asset.

The employer did a great job handling the excess so you don't need the form 8443.  You just need to amend for the repayment. Well done!  If you miss the deadline, you don't get a refund if you file more than 3 years after the original deadline. That return was originally due April 18, 2023. The post office marking is the proof of mailing it on time. Send it with tracking, no signature required and keep your proof of mailing on time.

I tried opening my TT deluxe again recently and now I get another error.  I get error 1603 when it tries to update.  This is ridiculous.  I have filed my taxes but wanted to go in and print for my son.  It would not launch but give me an error that says  Error 1603: "A fatal error occurred during installation or updating"  I am able to start it in safe mode and skip the updating part and work within it. I am able to print what I need also.  I am able to put all tax information in it in safe mode and save it.  I was able to disable the updating while in safe mode too.  But it still won't update in regular mode or safe mode.  There doesn't appear to be any new information in the update needed since I did my taxes, so I don't know what is in the update that won't allow the update to install.  Just thought I would throw this informatio out there.