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Form 1099SA will show what was distributed, while Form 5498SA will show what was contributed.  Verify your 5498-SA shows the same contribution amount as your W2.  Additionally, did your employer also contribute to your HSA account?  If so, does the $8,550 include both yours and your employer's contributions? If not, this may be the issue.  Double-check your employer's HSA contributions, if any on your W2.   Other things to consider are any rollover contributions from prior years that may have been applied to the contributions for the current year.

No, you do not need to sign the form to share your data with Intuit in order to file your tax return.   You can try clearing your cache and cookies.   Clear your cache   Your browser stores recently visited webpages as temporary files in a cache, which enables the pages to load more quickly when revisited.   However, a full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).   Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge   Apple's official support site doesn't appear to contain instructions for clearing the cache in Safari. Your best bet is to search the Internet for clear Safari cache or similar search terms.   Clear your Cookies   Cookies are small files that temporarily store data on your computer. We use them to personalize your experience so you see information you already entered and not items that are irrelevant or repetitive.   On rare occasions, they may make your browser think you already did something that you still need to do. To fix that, you'll need to delete (clear) the cookies from your browser.   Each browser has a slightly different method for deleting cookies. Choose the browser you're using: Microsoft Edge Mozilla Firefox Google Chrome Safari Safari for iOS (mobile devices)   TurboTax FAQ: How to clear your cache.   TurboTax FAQ: How do I delete cookies?  

I recommend you create an account with IRS.  This will allow you to access and manage your tax information with the IRS.  In addition to any tax you owe you will be able to see any penalties and interest you owe on that tax.  You can also make payments through your account.  To create an IRS Account go to https://www.irs.gov/your-account.     To access a copy of your tax return prepared and filed by TurboTax expert sign in to your TurboTax Online account.  Once logged in navigate to "Tax Home," and select "Your tax returns & documents".  From there you will be able to download a PDF of your tax return. 

If Social Security is your ONLY income, you are not required to file a tax return unless you had tax withheld from your SS, or unless you have a 1095A for marketplace health insurance.   If you have other retirement income like money from a 401k, IRA, pension, etc. you  have to file if:   You need to file a federal return if half your Social Security plus your other income is   Single or Head of Household      $25,000 Married Filing Jointly                  $32,000 Married Filing Separately            $0  

In TurboTax Online, you may be able to Switch Products or Clear and Start Over.    Switch Products or Clear and Start Over may be found in the lower left hand corner of the screen if it is available to you.    See also this TurboTax Help.    As long as you:   have not submitted payment,  deducted the TurboTax fee from your refund, or  registered your product,  you may erase your return and start from scratch in TurboTax Online. If you have done any of these things, you will need to manually edit your return.   The Free product may be found here.  

The maximum contribution is still 25% of net self-employment income, while factoring in the employer share of self-employment tax. So your 40% amount would appear to be to much. I suggest you go back through your entries to make sure you entered everything correctly.

That depends on which version of the software you use.   If you can use Deluxe online, the current fees for federal are $39 for federal and $39 for state.    If you use "refund processing" to pay those fees, there is an extra fee of $40---you can avoid that fee if you pay before you e-file using a credit or debit card.   If there is something else you forgot to mention--- like self-employment income-- you might have to upgrade to Premium at  a higher fee.

Perhaps your entry is buried deep under Less Common Income and difficult to find.   However, in TurboTax Online, you may be able to remove the form by following these steps:   Down the left side of the screen, click on Tax Tools. Click on Tools. Click on Delete a form. Find the form listed and click Delete to the right.  

When you completed your OR return this year, TurboTax would have asked to you to confirm your prior year tax liability.    This year's kicker will be on line 32 of this year's return.      The amount should be 9.863% of your 2024 tax liability which can be found on line 31 of your 2024 OR tax return.   Take that number, multiply it by 9.863% and that is the amount that should be your kicker credit on line 32 of your 2025 return.    Line 32 of the 2024 return was total withholding, not the kicker credit (there was no kicker credit for tax year 2024).

There are a few possible reasons.     First, did you have any self-employment income?  If so, this could affect the blended tax rate as you would be paying self-employment taxes in addition to income taxes.     Another reason could be an input error in your tax return.  I recommend reviewing your entries and making sure you didn't enter a decimal in the wrong spot or an extra zero on an entry.     Please see how do I preview my TurboTax Online return before filing for steps to help you see your forms if you are preparing your return online. This will allow you to review your input totals on your tax forms to help you narrow down any potential areas needing review.

 When you file married filing separately you cannot get the childcare credit or earned income credit or education credits.   You might be able to get the child tax credit for a child under the age of 17, but if your income is too low you will not get the full amount of the refundable additional child tax credit that is up to $1700 per child; the amount you get is based on how much income you earned from working.    The maximum amount of the child tax credit is now $2200 per child; the refundable “additional child tax credit” amount is $1700.   In order to get that credit, you have to have income from working.   Take the amount you earned from working.   Subtract $2500.   Multiply the rest by 15%.  That is the additional child tax credit per child that you canget—- up to the maximum of $1700 per child.   If the amount you earned from working was low, you will not get the full $1700 per child.         The fact that your child was not "adopted" by your spouse is irrelevant.   A step-child can be claimed on a joint return by both parents and is treated no differently by the tax laws.   If you were legally married at the end of 2025 your filing choices are married filing jointly or married filing separately when you prepare your 2025 return.   Married Filing Jointly is usually better, even if one spouse had little or no income. When you file a joint return, you and your spouse will get the married filing jointly standard deduction of $31,500 (+ $1600 for each spouse 65 or older)  for 2025. You are eligible for more credits including education credits, earned income credit, child and dependent care credit, and a larger income limit to receive the child tax credit.    If you choose to file married filing separately, both spouses have to file the same way—either you both itemize or you both use standard deduction. Your tax rate will be higher than on a joint return.    Some of the disadvantages of filing separately include:    You cannot get earned income credit,  You cannot get education credits or deductions for student loan interest.  You cannot get the childcare credit You have a lower amount of income on which to base the refundable additional child tax credit 85% of your Social Security benefits will be taxable even with no other income  The amount you can contribute to a retirement account will be limited. Capital loss deduction is less than if you file jointly You cannot get the $6000 senior deduction You cannot get the deductions for overtime or tips    If you live in a community property state, you will be required to provide additional information regarding your spouse’s income. ( Community property states:  AZ, CA, ID, LA, NV, NM, TX, WA, WI) and your returns become very complicated.    If  you are using online TurboTax to prepare your returns, you will need to prepare two separate returns and pay twice since with online, you get one return per fee.     https://turbotax.intuit.com/tax-tips/marriage/should-you-and-your-spouse-file-taxes-jointly-or-separately/L7gyjnqyM?srsltid=AfmBOopGqCNexowW0pYgvsf7ycIkrx4VjO_63UXv6vSnfu3UEGQiKQTh   https://ttlc.intuit.com/turbotax-support/en-us/help-article/income/getting-married-mean-taxes/L2RgmagpE_US_en_US?uid=m69on7t0     https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/married-filing-separately-community-property/L11CeLUMs_US_en_US?uid=m69ousyh   @Dulcevillarreal

Tax law generally requires married taxpayers to file a joint return to claim the Additional Child Tax Credit (the refundable portion that can directly increase your refund).  Consequently, if you file separately while living with your spouse, you will not be eligible for this credit. @Dulcevillarreal 

Turbo Tax doesn't know if you filed from the Desktop program.   In the Online version it only knows if you used Online last year too.    Are you ready to file 2025 or just starting?   If you used the Desktop program for 2024 here’s How to transfer into the Online version, expand the blue link if you used the CD/download last year https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/transfer-last-year-return-turbotax-online/L279eUvY2_US_en_US?uid=l8w7nlbv And see How to switch and transfer from the Desktop program into the Online version........ https://ttlc.intuit.com/community/tax-topics/help/how-do-i-switch-from-turbotax-cd-download-to-turbotax-online/00/859756   We have made it easy for our desktop customers to move to TurboTax Online and transfer their prior year tax information. Plus, we’re providing a special offer to our desktop customers: If you purchase TurboTax Desktop personal software for tax year 2025 and cannot install it because you have Windows 10, we have you covered. You will receive an in-product offer to switch to our TurboTax Online Premium service at no additional cost (includes one federal and one state return). Be sure to have the 2024 return file ending in .tax2024 on your computer so you can transfer it into the online version next year. If you used the Desktop program before you may notice several differences and not like the online version. It has less features and no Forms Mode. And you will have to pay first to see all the forms. All the Online versions do not have the same forms so you may need to upgrade to a higher version. Online Premium is the highest vesion and has all the same forms as the Desktop programs. You can only do 1 return per account. And pay for each account. You can use the same email for 5 accounts. Federal and state are separate fees. Your return is only saved online so be sure to save both the .tax2025 data file and the pdf file to your computer when you are done. In case you need to amend in the future or if you need a copy to get a loan or something. You might not be able to access your online return when you need a copy.