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Thank you. We will post on this thread with the results of our review. @tahoe0102    Thank you again for your patience. I have now reviewed the file, and recommend that you go through the California return again and check your entries.    There is a very large Subtraction from Interest Income shown on the California 540NR, far larger than the total interest income reported on the Federal return, that was user-entered in the California section and appears on California Schedule CA. This entry resulted in your having no taxable income for California.   [Edited 02/04/26| 4:00pm PST]  @tahoe0102 :  (edited)   

Your New York tax return has not been e-filed successfully due to an issue affecting the reporting of your inflation refund check. This has now been fixed, and the inflation refund check no longer affects your New York income tax return.   Please sign in to TurboTax, complete a final review of your return, and e-file your New York return. If you're using a desktop version of TurboTax, make sure your TurboTax product is up to date before re-filing your return. As a result of this update, you may notice a small change to your New York tax results, such as a slightly lower refund or a slightly higher balance due.    We sincerely apologize for any inconvenience this may have caused. Rest assured, we are committed to helping you file your taxes as soon as possible with confidence and that you receive your maximum refund, guaranteed.

@petertyor According to the TurboTax form and schedule availability website, the form is not supported in the TurboTax Business Edition - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product=Turbotax_online&bu=cg   IRS Form 7217, Partner’s Report of Property Distributed by a Partnership - https://www.irs.gov/forms-pubs/about-form-7217

Are you able to print the entire 1120 return to a PDF to preview/review it as a file on your computer's file viewer (for example, using Adobe Reader or Acrobat)? That would be my suggestion if you are unable to preview it in the software itself.    From the article - How do I save my return as a PDF in TurboTax Desktop? Saving your return as a PDF lets you view and print your tax return outside of TurboTax. Open your return in TurboTax. Select File. Select Print/Save for Your Records. Choose to either Save As PDF or Preview Print Copy. If you make changes to your original return, repeat these steps to help ensure your .tax file and PDF copy are the same.

No. You can't leave ‌this in your account without incurring the 6% excess penalty. If you act before the tax filing deadline (April 15, 2026), you can avoid the 6% penalty entirely.   Contact your HSA Custodian: Ask for an "Excess Contribution Removal" form. Do not just withdraw the money yourself; the bank must code it correctly as a return of excess. In TurboTax: Go back to the HSA interview (Deductions & Credits > Medical > HSA). When TurboTax asks, "Did you over-contribute?" and then asks if you plan to withdraw the excess, select Yes. TurboTax will remove the 6% penalty (Form 5329). The amount you withdraw will be added to your taxable income, but you won't pay the penalty. You can leave the money in, but it isn't a "rollover" in the traditional sense—it's a carry-forward of a mistake. The Penalty: You will pay a 6% tax on the excess amount this year. TurboTax will generate Form 5329 automatically to calculate this.   Next year (2026), you must reduce your 2026 contributions by that same amount.   Example: If the 2026 limit is $4,300 and you had a $500 excess this year, you can only contribute $3,800 next year. Once you "make room" for it in 2026, the 6% penalty stops.   Some people do this if they find the "Excess Removal" paperwork at their bank too difficult to finish before April 15.

Yes.  If the Premium Tax Credit was not used throughout the year to help pay your premiums in advance and you are eligible for the Premium Tax Credit, it will be added to your refund.     You will need to enter your 1095-A which will generate form 8962.  Then TurboTax will calculate your premium you are eligible for based on your exact income for the year.     To be eligible the following must apply: Your income is between 100% and 400% of the federal poverty level You must not be eligible for affordable coverage through Medicaid, Medicare or your employer Your filing status cannot be married filing separately You cannot be claimed as a dependent on another taxpayers return You must enroll through the Marketplace 

In any year that you do a Roth conversion, Form 8606 Part II is required to be included in your tax return.  All Roth conversions are required to be reported on Form 8606.   You are required to enter the Form 1099-R.  Whatever tax withholding is shown on the form is credited on your tax return to be applied to your actual tax liability.

Para ingresar tu forma 1095-A, sigue estos pasos:   Abre o continúa la declaración Selecciona Buscar e ingresa 1095-A Selecciona Ir al Formulario 1095-A Responder Sí e ingresa la información de tu Formulario 1095-A en la pantalla siguiente. ¿Dónde ingreso mi Formulario 1095-A?  

That is correct.  You can have the money sent directly to your daughter and the she can use the funds to pay her rent or reimburse herself for the rent (and other qualified expenses) she's already paid.