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Well, I don't have the downgrade option and when I go to the upgrade option and select do my own all of the options are greyed out.  I even tried to select start over but it tells me I can't start over... Really????

If there are no state income taxes withheld in box 17 of the W-2 then leave boxes 15, 16 and 17 blank (empty) on the TurboTax W-2.   If this does not clear the error, delete the W-2 and re-enter manually.

You can use Special Allocations to report this flow-through expense on the individual Schedules K-1. First, confirm that "Makes Special Allocations" is listed as Yes under Business Info >> About Your Business. Go to Partner/Member Information and click Done at the bottom of the Member Summary page. Click the Forms icon in the TurboTax header. Find Sch K-1 Wks in the list of forms and click on the form name to open it in the large window. Enter (1) the specific depreciation amounts on the Schedule K-1 worksheet for each partner under Special Allocations By Amount, Line A. You will need to calculate the allocations yourself.  (2) the total amount of depreciation to allocate and an "A" in the small box on Form 1065 p5 Line 13(e)(C) using Code ZZ. The result is shown on each partner's Schedule K-1 Line 13 code ZZ.

Go to Federal > Income & Expenses > Less Common Income > Miscellaneous Income, 1099-A, 1099-C.    On the next page, select "Start" next to "Long-term care account distributions (Form 1099-LTC)"  to input data from your form and report expenses, which typically makes the benefits tax-free.    Here's more info on reporting 1099-LTC and Expenses.      @ask4gems     

Your Form 1099-R should  have code J and either code P or 8 in box 7 if you requested the return of excess contribution plus earnings. Only the earnings will be taxable in the year you made the contribution.   If you have code J and 8 in box 7 then you will enter it on your 2025 tax return:   Click on the "Search" on the top right and type “1099-R”  Click on “Jump to 1099-R” Answer "Yes" to "Did you get a 1099-R in 2025?" Enter your Form 1099-R Click "Continue" after all 1099-R are entered and answer all the questions. Continue until "Tell us which person may have qualified for a penalty exception" screen and select the edit/pencil symbol.  On the “These situations may lower your tax bill” screen enter the amount of earnings under "Corrective distributions made before the due date of the return".     If you have code J and P in box 7 then you will need to amend your 2024 return to add the 2025 Form 1099-R. You do not need to enter it on your 2025 return unless you had taxes withheld. If had tax withholdings then you must enter the 2025 Form 1099-R also into the 2025 tax return since the withholdings are reported in the year that the tax was withheld. The 2025 code P will not add anything to your income in the 2025 tax return but the withholdings will be applied to 2025.   On your 2024 amended tax return:   Login to your TurboTax Account  Click on the "Search" on the top right and type “1099-R”  Click on “Jump to 1099-R” Answer "Yes" to "Did you get a 1099-R in 2025?" Enter your 2025 Form 1099-R with code P and J Click "Continue" On "Is the IRA/SEP/SIMPLE box on this 1099-R checked?" screen answer "No, the box is blank"? On the "Which year on Form 1099-R" screen say that this is a 2025 Form 1099-R. Click "Continue" after all 1099-R are entered and answer all the questions. Continue until "Tell us which person may have qualified for a penalty exception" screen and select the edit/pencil symbol.  On the “These situations may lower your tax bill” screen enter the amount of earnings under "Corrective distributions made before the due date of the return".   Please be aware, code P will say in the drop-down menu "Return of contribution taxable in 2023" but you can ignore that since the follow-up question will tell TurboTax that it will be taxable in 2024.    

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Please do not use the Calculate button; it has never properly handled MFJ with Family coverage - it reports the calculation based on only one taxpayer even though the Family coverage has always been shared among the two taxpayers.   Perhaps this will alleviate your HSA flow issue.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Form 4562 is only ready for Schedule C and F. The Schedule E area is currently being updated.    The software should be updated after 02/11/26, but our tech team is working hard to have those updates before that date.

I have the desktop version and cannot do this either. It keeps returning that all of the 529 distributions are taxable, when only a portion of them should be (the amount that is equal to scholarships and thus exempt from the penalty).

Form 4562 is only ready for Schedule C and F. The Schedule E area is currently being updated.    The software should be updated after 02/11/26, but our tech team is working hard to have those updates before that date.