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There have been some issues this year with the interview skipping some screens, like the "Let's enter [your name]'s HSA contributions" screen where you enter "personal" HSA contributions (i.e., directly to the HSA custodian, not through the employer). As you know, HSA contributions made through your employer are shown in box 12 on your W-2 with a code of W. Once your W-2 is entered, do NOT enter this code W amount anyplace else on the return.   The workaround to missing screens is to do an "HSA Reset" to remove all HSA data from your return so you can start fresh. See HSA Reset at the bottom.   After you finish the HSA Reset, then go to Deductions & Credits->Medical->HSA, MSA, 1099-SA and click on Start (Update). This will take you to the front door of the HSA interview. Be sure to go all the way through the interview until you arrive at the screen HSA Summary.   As an aside, HSAs are some of the best tax advantages that the IRS (well, Congress) provides, because you save taxes on the money going in, and if you spend the money only on qualified medical expenses, the money going out will also be tax-free.     HSA Reset   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and restart the entire HSA interview....

You can still file the WV return by mail.  The completed WV return should be available as a pdf for you to submit to the state.  You can also print any of the federal forms necessary to include with the state return.

The process to save a return on the CD/Desktop platform is: In the margin on the left above the Red circle Logo Select File you now have the option to Save Save As Save to PDF Choose the appropriate action. Also, if you click the X to close the return, it will ask if "Do  you want to save this File?"

Thank you for the detailed response.  I have entered all of the information on the forms that TT asks for.  I am using the desktop version of home and business.  Yet TT shows I have no exemptions and also fully taxes the gain at the marginal tax rate, not the capital gains tax rate.  It seems there is a mistake and I’m not sure how to get the software corrected.  It is up to date.

Any of you can deduct the portion of the mortgage interest and property taxes you paid on your personal return as an itemized deduction,  provided you are legally obligated to pay the loan or property taxes. This is assuming the house is your primary residence or it is a second home of yours. If the house is rented out, you can deduct your portion of the expenses against your portion of the rental income.

There have been some issues this year with the interview, so I suggest that you delete the 8889 and other HSA forms before continuing. So let's do an "HSA Reset" to remove all HSA data from your return so you can start fresh. See HSA Reset at the bottom.   After you finish the HSA Reset, then go to Deductions & Credits->Medical->HSA, MSA, 1099-SA and click on Start (Update). This will take you to the front door of the HSA interview. Be sure to go all the way through the interview until you arrive at the screen HSA Summary.   This has proven to be an effective workaround for pagination issues in the HSA interview (like the screens for the mysterious spouse).   As an aside, HSAs are some of the best tax advantages that the IRS (well, Congress) provides, because you save taxes on the money going in, and if you spend the money only on qualified medical expenses, the money going out will also be tax-free.     HSA Reset   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and restart the entire HSA interview....

I am also currently experiencing this on the NY State drivers license. I'm entering exactly what is on the back on my license (issued in 2023) and i get the following error message   "The document number's first 3 characters must be entered."   The only thing in front of the number is "Doc#" and then it's my 10 character document number.

I noticed when I checked my Security Settings in Schwab (after getting an email that my third-party preferences had changed) that my current web session "time out" is 30 minutes (apparently the default, as I don't remember ever changing it.)  So anyone who has a super-long 1099 might try increasing the web session timeout to see if that helps.