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In the Oregon State Interview, you can adjust your wages reported on your Federal return for the OR portion.  Look for a screen titled 'Here's the Income that Oregon Handles Differently' and choose '... See more...
In the Oregon State Interview, you can adjust your wages reported on your Federal return for the OR portion.  Look for a screen titled 'Here's the Income that Oregon Handles Differently' and choose 'Done with Income' at the bottom.     The next screen will show your Federal wages and a box to enter the Oregon amount, titled 'Oregon Source Income and Adjustments'.  Be sure to save a record of the calculations you used to arrive at your two-day a week amount.   Here's more info on How to File a Non-Resident State Return.       @WAresidentORhybridwork    [Edited 2/6/2026 | 6:02 pm]    
Since the 2023 excess was not removed in a timely fashion, the 1099-SA should have a distribution code of '1', not '2'. However, it is difficult for HSA custodians to get this right, so if you tell t... See more...
Since the 2023 excess was not removed in a timely fashion, the 1099-SA should have a distribution code of '1', not '2'. However, it is difficult for HSA custodians to get this right, so if you tell them that this was a distribution for an excess, they take your word for it and put a '2' in the distribution code even when this is not right for a late excess distribution.   Although we normally discourage taxpayers from changing data on forms, you won't be able to get the correct results unless you do.   When you enter the 1099-SA, change the distribution code to '1'. In the interview, be sure to tell TurboTax that this distribution was NOT for qualified medical expenses. This will have three effects: 1. The amount of the distribution will be added to your taxable income. 2. An amount equal to 20% of this distribution will be added to line 17c, Schedule 2 (1040). 3. This will cut off the excess from 2023 so no more penalties.   It is important for you to document what you did and why and save it with the paper copy of your tax return (you keep one, don't you?), in case the IRS ever writes you a letter asking about this.
This worked for me.  I opened 2024, installed updates and closed the app.  Then reopened 2025 and was able to transfer last' years file.  Good luck 
Yes, this would be correct.  The reason TurboTax is saying you have an excess is because his contributions are prorated based on the months he was alive.  So since he passed away in April, and was ov... See more...
Yes, this would be correct.  The reason TurboTax is saying you have an excess is because his contributions are prorated based on the months he was alive.  So since he passed away in April, and was over 55, his prorated amount would be $3,183.33.  To calculate this you would take the Family Contribution limit of $8,550+ the $1,000 catch up for a total of $9,550.  Since he was only eligible for 4 out of 12 months, you would multiple that $9,550 by 4/12 for a total of $3,183.33.  That would be HIS contribution limit for 2025.  Since he contributed $3,960 he has an excess contribution of $777 (3,960-3,183)   Form 8889 instructions says "If you were not an eligible individual on the first day of the last month of your tax year, use the Line 3 Limitation Chart and Worksheet (in these instructions) to determine the amount to enter on line 3. (See (6) in this list.)"   Since he was not eligible on the last day of the tax year, the limitations are being applied.  After he passed away, the HSA was treated as yours.  So your contributions would have been ok for the full amount as long as you were still eligible on the first day of the last month of the tax year. 
I just tried going through the process again, and it still does not take me to a declaration screen. I get Driver's license info, AGI check, then create a 5 digit pin with "Transmit Now" at the botto... See more...
I just tried going through the process again, and it still does not take me to a declaration screen. I get Driver's license info, AGI check, then create a 5 digit pin with "Transmit Now" at the bottom. I did not transmit for a third time because it's still broken. 
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and... See more...
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and does not affect your actual tax return or any calculations submitted on your federal or state tax returns. To verify your correct figures, you can always view or print a PDF of your actual tax forms (such as Form 1040), which contain the official data accepted by the tax authorities.   *UPDATE: As of today, Thursday Feb 5th, this display issue has been resolved. Please post in this thread if you continue to see identical values for federal and state refunds after filing. Thank you!
It's worth checking the time zone on your profile settings. Mine was incorrectly set to a different zone from where I live.
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and... See more...
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and does not affect your actual tax return or any calculations submitted on your federal or state tax returns. To verify your correct figures, you can always view or print a PDF of your actual tax forms (such as Form 1040), which contain the official data accepted by the tax authorities.   *UPDATE: As of today, Thursday Feb 5th, this display issue has been resolved. Please post in this thread if you continue to see identical values for federal and state refunds after filing. Thank you!
Yes, it is very likely that you will need to used the download version of TurboTax in order to amend your prior year return.   You can follow the instructions at this link:  How do I amend my tax... See more...
Yes, it is very likely that you will need to used the download version of TurboTax in order to amend your prior year return.   You can follow the instructions at this link:  How do I amend my tax return for a prior year?
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and... See more...
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and does not affect your actual tax return or any calculations submitted on your federal or state tax returns. To verify your correct figures, you can always view or print a PDF of your actual tax forms (such as Form 1040), which contain the official data accepted by the tax authorities.   *UPDATE: As of today, Thursday Feb 5th, this display issue has been resolved. Please post in this thread if you continue to see identical values for federal and state refunds after filing. Thank you!
Please, See the response from @KristinaK:   state and fed refund show same amount    
Yes. If you received a Form 1095-A for 2025, you should report it on your tax return. If you do not, your return may be rejected by the IRS.   To enter Form 1095-A in TurboTax Online, follow this... See more...
Yes. If you received a Form 1095-A for 2025, you should report it on your tax return. If you do not, your return may be rejected by the IRS.   To enter Form 1095-A in TurboTax Online, follow this path:   Federal>Deductions & Credits>Health Insurance Marketplace (Form 1095-A)   Here is a TurboTax article with more information on Form 1095-A.  
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and... See more...
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and does not affect your actual tax return or any calculations submitted on your federal or state tax returns. To verify your correct figures, you can always view or print a PDF of your actual tax forms (such as Form 1040), which contain the official data accepted by the tax authorities.   *UPDATE: As of today, Thursday Feb 5th, this display issue has been resolved. Please post in this thread if you continue to see identical values for federal and state refunds after filing. Thank you!
I downloaded the software on a laptop and found I was not running windows 11, so I added windows 11 to my desktop and reinstalled the software however, the activation code is not working.    
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and... See more...
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and does not affect your actual tax return or any calculations submitted on your federal or state tax returns. To verify your correct figures, you can always view or print a PDF of your actual tax forms (such as Form 1040), which contain the official data accepted by the tax authorities.   *UPDATE: As of today, Thursday Feb 5th, this display issue has been resolved. Please post in this thread if you continue to see identical values for federal and state refunds after filing. Thank you!
@Morrena  To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to th... See more...
@Morrena  To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf
It sounds like you may need to delete and re-enter your 1099-R forms, or step through the interview again.   If you know that you received your required RMD for 2025, you won't have Form 5329 in your... See more...
It sounds like you may need to delete and re-enter your 1099-R forms, or step through the interview again.   If you know that you received your required RMD for 2025, you won't have Form 5329 in your return.   After entering your 1099-R, when TurboTax asks your RMD amount, you can enter the amount of the total distribution.  On the next screen, indicate that 'the entire distribution was applied to December 31, 2025 RMD'.   Neither the IRS nor TurboTax knows what your RMD should be.  They expect you and your plan administrator to insure that you receive the proper amount each year.   Here's more info on Form 5329.    @manolan     
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and... See more...
Please be assured that TurboTax is aware of the federal and state refunds display issue, and our team is working hard to resolve it as quickly as possible. This is strictly a visual/display issue and does not affect your actual tax return or any calculations submitted on your federal or state tax returns. To verify your correct figures, you can always view or print a PDF of your actual tax forms (such as Form 1040), which contain the official data accepted by the tax authorities.   *UPDATE: As of today, Thursday Feb 5th, this display issue has been resolved. Please post in this thread if you continue to see identical values for federal and state refunds after filing. Thank you!
When it asked you about the EIC it also asked if you had ever been rejected from the EIC for any reason.  If you told the system yes at that point then it added this form so that you could provide an... See more...
When it asked you about the EIC it also asked if you had ever been rejected from the EIC for any reason.  If you told the system yes at that point then it added this form so that you could provide an explanation.     Since you are not receiving the EIC you should go back to that section and go back through the questions and tell the system that you have never been rejected for the EIC and then it will remove that form.