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No, filing separately will not fix the issue.  The limit for both of you is $8,550.  The maximum a married couple can contribute is $8,550, even if one of you had a family plan and the other had a self-plan. See IRS rules for married people here: Publication 969.   To avoid a the 6% excise tax penalty you should contact the HSA provider to withdraw the excess $4,300 (and earnings) before the tax filing deadline.

Expenses for room and board are not qualified expenses for education tax credits.  They are qualified expenses for 529 plan distributions.  If you have a Form 1098-T and want to claim an education tax credit:   Type "Education Expenses" into search and click on enter Click on "Jump to Education expenses" Answer Yes to "Did you have education expenses?" Continue through the interview and report your education expenses. If you have a 1099-Q to report, type "1099-Q" into search and the "Jump to 1099-q".

I did input columns A and B for the rejected attempts and the approved attempts.   For column C, I did input $0.09 for every month, but perhaps it would have also worked to input $1.00 in January only. 

Your 2024 tax return must have been accepted by the IRS for your prior year AGI to be on record. For more details, refer to the TurboTax article What if I entered the correct AGI and I'm still getting an e-file rejection? For more information.   You may also find it helpful to review the TurboTax article How do I fix e-file reject IND-031-04 or IND-032-04?

When I completed the questions for my CSA 1099R, Turbo Tax calculated a taxable amount that matched Box 2a on my CSA 1099R.  However, when I completed the return and took a look at the 1040 SR, the amount on line 5b is wrong.  It is neither the gross amount in Box 1 nor the correct amount in Box 2a.   How do I get the correct entry for line 5b?  

My return has been rejected twice for this error code. First on Jan 28th then again today Feb 2nd. I waited until after Jan 31st to refile like the error code suggested but was still rejected. I'll wait until Feb 6th to refile again. Very frustrating experience!!!!

@ iz4tyler   wrote: Why IP Pin input not part of the automated progression in inputing your information?  The place to input one's IP Pin is hidden. How is one supposed to guess that my IP Pin is put under "Federal taxes" ->"Other Tax Situations" -> "Other Return Info"?  Come on, it got to made easier than that?!! Sorry you had trouble finding it, but you are correct--several things are not very intuitive in the program.  I realize you've already found what you needed, but for future reference there is a handy tool that will help you find specific topics.   I'll illustrate it by using IP PIN, but you can use it on almost any topic.   However, the following steps are for ONLINE TurboTax.   I don't know which version you are using--online or desktop.   If you are using Desktop TurboTax, there's a different search tool to find topics.   Go to the left column menu, and click on the tab TAX TOOLS  then the subtab TOOLS. In the Tools window choose the blue button TOPIC SEARCH. In the search line enter IP PIN without quotes.  (or whatever topic you seek) Make the selection in the results list and either double-click on it or click GO.

The sale of property where you receive at least one payment after the tax year of the sale is an "Installment Sale".  Form 6252 is used to report income from an installment sale under the installment method. The form is used to report the sale in the year it takes place and to report payments received in later years.     According to IRS Publication 537, Installment Sales  If you sell your home, you may be able to exclude all or part of the gain on the sale. See Pub. 523 for information about excluding the gain. If the sale is an installment sale, any gain you exclude isn’t included in gross profit when figuring your gross profit percentage.   Seller-financed mortgage. If you finance the sale of your home to an individual, both you and the buyer may have to follow special reporting procedures. When you report interest income received from a buyer who uses the property as a personal residence, enter the buyer's name, address, and social security number (SSN) on line 1 of Schedule B (Form 1040). For more information, see the Instructions for Schedule B (Form 1040). When deducting the mortgage interest, the buyer must enter your name, address, and SSN on line 8b of Schedule A (Form 1040). You must provide the buyer with your SSN. If either you or the buyer fails to include the other person's SSN, a penalty will be assessed. To report the sale in TurboTax Online:   Type "Installment Sales" in search & Enter Select "Jump to installment sales" On the page with "Any Other Property Sales?" mark the box for "Sales of real estate, cars, or anything else for which you receive payments over two or more tax years (installment sales)" Continue and report your Installment Sale

 Catina I did all those steps and just like I thought I did not have a successful outcome. money is still state refund hit today and money was missing. What is your new explanation for all this? I do not have an offset for federal or state. This is not an IRS problem. This is a TurboTax problem and we need answers and solutions. I’m most importantly, our money