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2025 1099-G, box 1=2025, box 2=$300, this is for the inflation refund check issued in September 2025.   I try to enter 2025 from box 1 to Tax return year under 1099-misc and other common income, state and local tax refunds on form 1099-G, getting "Enter a tax year before 2025, If this refund is from last  year's taxes, enter 2024". The 2024 info was already populated from 2024 return when I imported. Did I enter the 1099-G info to the wrong place or there is a bug in TT. This inflation refund is not a normal income tax refund. Please advise on what to do.

I have finished my taxes and the underpayment section shows I have a $194 underpayment.   Per the IRS rules you can avoid an under payment if you paid at least 90% of the tax shown on the return for the taxable year or 100% of the tax shown on the return for the prior year, whichever amount is less. I am below the AGI income requirements and file jointly.   I paid $10K to the IRS in the fourth quarter and my 2025 taxes are $7,524.  My 2024 taxes were $9,100.   The Form 2210 could be helpful if I could select Part 2 Box A which would allow Form 2210 to be included with my return but it does not allow me to do that.  After I efile I will need to mail the IRS Form 2210 to get a refund for the underpayment penalty.  I had to do this for my 2023 & 2024 returns. I hope Turbo Tax can workout a solution so that preparers will not face that issue every year.

Hello,   I'm trying to enter my child's information from his 1098T.   Box 1 is 26,107.13 Box 2 is 13,060.48 Box 3 is 13,046.65   TurboTax is refusing to allow me to enter those numbers, with the error message, "Your box 1 gross distribution must equal the sum of box 2 earnings plus box 3 basis. Make any necessary corrections here."   That is wrong. Those are the correct numbers, and they add fine. I can change boxes one and two by a penny each, and that will work. I can round them to the nearest dollar, and that will work. But I cannot use the actual amounts from the 1098-T.   What's going on here? What is the best course of action?   By default, I'll round each number to the nearest dollar, but I shouldn't have to do that. I do not see a workaround.

I overfunded my HSA a small amount in 2024 and paid the penalty. I chose to carry over the over the small overfunded amount rather than withdraw it due to the processing fee.  Therefore, I should still have a small penalty tax this year as well.   However, on Form 8889, Turbo Tax is requiring I check one of the boxes on line 1 for which HDHP I had in 2025, Self or Family, even though I had neither.  This results in a calculation as to how much I was eligible to contribute in 2025 to my HSA.  I did not have an HDHP in 2025 so I was not eligible to contribute any amount.  By requiring I check one of these boxes, the overfunded amount rolled over from 2024 is incorrectly removed as being an eligible  “contribution” in 2025 when in fact I should be paying the same small penalty tax again this year.  I will have an HDHP in 2027 again and then it will be removed. This issues is talked about in other threads but doesn’t provide a fix if I choose to carry over again to the next year. How do I fix this?

She used my tax refund to pay a portion of what she had to pay in. Now I have an smount due of over $800! Is there a way to file an 8379 and get my last years refund, and not have to pay in this year, and her and her business pay that difference?