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Check your dividends. You may have a dollar or two in there. It is cheaper to eliminate a few dollars of foreign tax credit to file free. Go back through and look at your box 7 amounts on the 1099-DIV. If you have a substantial amount that you are carrying forward and want to keep it, you will need to upgrade. You can check last year's return for Form 1116, sch B. The carryforward is good for up to 10 years so check where you stand.

Thanks for trying to help but I did have line 15 for taxable income and it is way below the threshold for the 15% bracket so when I add in the stock sale it should still not be taxed. Is there more than one way to enter the stock sale? It is entered as a LTCG in the proper section.

New Yorkers who received this payment should have been issued a Form 1099-G even if for most taxpayers this is not taxable income.  NYS does not mail out the Form 1099-G nor alerts taxpayers.  Istead a tax payer or preparer can find copy of Form 1099-G by going to website - tax.ny.gov and click the headings labeled Individuals.  If you scroll down on the Individual Home Page you will see a section called Individual Resources.  Under the column on the left, the 9th item listed says Form-1099-G.   Click to get info.  You will need to enter taxpayer's social security number, zip code and the year of recent NYS return with the total payments shown on page 4 (I believe) of that return (IT-201 or IT 203).  If you see form listed you can enter in tax refund section but by indicating you had standard deduction for 2023 on federal return (or Tax Deductions over $10,000 limit) the program will indicate it is not taxable and it will not show as income on the 2025 Federal Tax Return.

I have no Popup blocker.   Yes, it told me the import was successful the first time, before the pop-up appeared....I rejected what the po-up indicated...and checking my forms, nothing was imported. ___________________ I am left wondering if Vanguard really has their specially-formatted files ready. Their paper/PDF files are usually available before the Tax software import files are prepared....at least, that's what my brother tells me.

If you signed up for refund advance you would have received emails letting you know.  You can also check your Credit Karma account to see if any funds have been paid to you there.  If you have a Refund Anticipation Loan that's where you'll see it.

I am unsure of your question so I will answer it a couple of ways. 1. When you enter the first w2, you get the standard deduction, credits and so on. When you enter the second w2, everything changes. Your tax return must include all worldwide income and could have multiple w2 forms. Each w2 does not give you the standard deduction and credits, you only get those once so additional w2 won't have the same refund value as the first. 2. If you mean both returns, federal and state pending, then yes, they will pend until the federal accepts and then the state is usually pretty quick after that.   If you mistakenly filed two tax returns, one of them will reject so you can amend one to include all worldwide income. Please reply with any further clarification of the issue, if needed.

OK, first, which TurboTax product are you using: Online, Desktop/Windows, or Desktop/Mac?   Second, are you seeing the screen "Select the health-related accounts you had in 2025"? May I assume that you clicked on "Health Savings Account" for at least one taxpayer (if case you have a spouse)?   Third, are you seeing the screen asking about a 1099-SA (this reports distributions you made from your HSA)? This may be 1 or more screens depending on your answers.   Fourth, after these screens, do you see "Let's enter [your name]'s HSA contributions".   Tell me your experience here.