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Yes, the business is a partnership and yes there is an amount in box 14 and it is positive. I also indicated that I actively participated in the business. I've got the worn dry hands and bad back to prove it, haha (jk).   But why would TurboTax not accept this info? The code is B for box 14, is that the problem?

Thanks again for your help. Is there any way to report this to Intuit so they fix it? Prior years have had people report this issue in the forum. I contacted the CA FTB and they said that the form should not have been generated on my return and to contact the software maker (and that 12 was the right exception as you noted). But Inuit doesn't seem to offer that, and apparently does not comb the forum for experts (like you) who reply to questions and acknowledge bugs.

This is a Microsoft decision/issue, win10 support ends in Oct 2025, Intuit cannot be expected to develop and support software on an unsupported O/S that is also no longer getting security updates.  If your hardware can’t take Win 11 it’s time to upgrade; other third parties like Adobe etc will also stop providing updates.  I went thru this with Mac OS, upgraded 8-year old hardware last year, which I consider a good run - it is what it is unfortunately.

If the IRS requested that you verify your identity, they certainly have your tax return.  They would not have requested identity verification if they did not have your tax return.   It can take an average of nine weeks after verifying your identity to receive your refund.  Keep watching the IRS refund site for information.  TurboTax does not receive any information after you file your return.   You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds  

Did you e-file?  Did you click a big orange button that said “Transmit my returns now?”     When you e-file your federal return you will receive two emails from TurboTax.  The first one will say that your return was submitted.  The second email will tell you if your federal return was accepted or rejected.  If you e-filed a state return, there will be a third email to tell you if the state accepted or rejected your state return.   First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/ If the IRS accepted it, what does it say here?  (Allow 24 - 48 hours after acceptance to look) https://www.irs.gov/refunds            Or does your account say “Ready to Mail?” Or “Rejected?” Or “Printed?”   Note:  If it says “Rejected,” “Ready to Mail” or “Printed” that means YOU have to mail it yourself.  TurboTax does not mail your tax return for you.   If you realize now that your return was not e-filed successfully, then you will need to file it by mail.  E-filing is permanently closed for past year returns.  You will need to print the return, sign and date it in ink, and mail it in.  

I really appreciate your kind explanation regarding the issue. Fortunately, I have another HSA account with Lively HSA. I’m planning to roll over the $3,000 I received from UMB Bank, which is the current HSA custodian through my employer. I intend to deposit the $3,000 (excluding interest) into my Lively HSA within 60 days of receiving the check. Should I contact UMB Bank to request a revision of the transaction category from “Excess Contribution Refund” to “Rollover”? Or is this step unnecessary?

@41marcel41 wrote: It says received on the IRS website. Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.   Or you can contact your local IRS office.  See this IRS website for local IRS offices - http://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1 or call 1-844-545-5640 to set up an appointment Or you may want to contact a Taxpayer Advocate in your area.  See this IRS website for Taxpayer Advocate in your area and a toll free number - http://www.irs.gov/Advocate/Local-Taxpayer-Advocate View solution in original post

Changing the order of the names on a joint return can confuse the IRS and might be why your return is being rejected.   It is better to remain consistent from year to year and not change the order of the names.   You can try  using zero as your AGI.   If that does not work and you do not want to re-do your return with the names in the same order that you used for 2023, then print, sign and mail the return.