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Thanks, that was a good effort.  I didn't arrive at any of the screens you listed, but shortly before I saw your response I was in forms mode and saw there was a listing for "Cap Asset Sales"  with the name of the investment.  While at that level, the form appears but it can't be edited.  However, a sub listing that just says "Cap Asset Sales (1)" is an editable version of the 1099-B.  See the orange arrow in the screen shot.     I guess I continue to be confused by the software implementation. 🤔

No, you shouldn't add in the offset there.  Because HSA distributions can be used as tax free payments for medical expenses, they must be subtracted from medical expenses that you are deducting on your tax return.  TurboTax only knows that you paid Medicare premiums as medical expenses, and since those were the only medical expenses that you reported, the program has to assume that you used the HSA funds to offset the Medicare Premiums.  What you can do is add in all your medical expenses that you had for 2025 in addition to the Medicare Premiums to Medical Expenses in the Deductions and Credits section of TurboTax.  You may have some medicals expenses that you had that you didn't use the HSA to pay for that may increase your medical expense deduction.

 After researching this more in depth, the tax that was charged on the basis of the house was an inheritance tax and not a foreign income tax based on the sale.  If this was the case, you cannot claim a foreign tax credit or deduction for inheritance tax.    The key caveat here is that the Foreign country did not tax on INCOME but on INHERITANCE. If they would have taxed on income, they would have taxed on the proceeds and not the basis.   My apologies for the advice I gave you earlier.      [ Edited 02/17/2026 I 7;00am PST]

@JamesG1 - thanks for the link, but that's a different issue.  I could see very plainly that TurboTax had successfully imported the 1099-INT, 1099-DIV and 1099-B from my Schwab account.  I could see all of the information that was imported.  The problem is that the program simply refuses to put the 1099-INT and 1099-DIV information into the tax forms.  The values of both INT and DIV remained as 0 for my return.  The 1099-B information was added to the tax forms properly and without issue.  This combination of data shows that this isn't a permissions issue on my local network.   It was simple enough to manually enter my 1099-INT and DIV information so I could finish my taxes, but it was kind of annoying that something so fundamental didn't work.

YES....YES.  This is all that I needed to do.  Just ALLOW access when the pop up appears after getteing the "Success...we have your files" message.  Then when going back to my return I need to confirm the import at bottom of page.  Thank you.   I use Chrome.

TO REMOVE TURBOTAX LIVE https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-subscriptions/remove-turbotax-live/L3WW5jwOM_US_en_US    HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/

SALE OF HOUSE   If your gain was more than  $250,000 filing Single, or more than $500,000 filing Married Filing Jointly the sale must be reported on your tax return.  Whether you re-invested the gain in to another house is irrelevant.  If you  have a Form 1099-S go to Federal>Wages and Income>Less Common Income>Sale of Home (gain or loss) If you owned and lived in the home as your primary residence for at least 2 of the last 5 years on the date of the sale, you do not have to report the home sale if the gain is less than $250K filing Single, or less than $500K filing Married Filing Jointly (and you both owned and lived in the home for at least 2 years).   If you are using online TT, you need Premium software to report the 1099-S   TO ENTER THE SALE OF YOUR PRIMARY HOME Start with Federal  Click on Wages and Income  Select Choose what I work on Scroll down to Less Common Income On Sale of Home (gain or loss),  Click the start or update button   NOTE:   If you have ever used the home as rental property or claimed a home office, you have more information to enter

We cannot tell you if you need to include any of your state or local refunds.   That depends on whether you used standard deduction for 2024 or if you itemized.  We cannot see your information.   IS MY 2024 STATE OR LOCAL REFUND TAXABLE?   If you used standard deduction for your 2024 tax return, you do not have to enter a state or local tax refund you received in 2025.   If you itemized deductions then your state or local refund that you claimed on the 2024 return----and received in 2025---must be entered as taxable income on your 2025 return.  If you  are not sure if you itemized for 2024, look at your 2024 Form 1040 line 12.   Do you see the standard deduction amount or something else?       2024 STANDARD DEDUCTION AMOUNTS SINGLE $14,600    (65 or older/legally blind + $1950) MARRIED FILING SEPARATELY            $14,600    (65 or older/legally blind + $1550) MARRIED FILING JOINTLY $29,200    (65 or older/legally blind + $1550) HEAD OF HOUSEHOLD $21,900    (65 or older/legally blind + $1950)    

Since you have already followed the proper steps on TurboTax Online, we should check the credit again. One way we can check this is by looking at the actual form. The credit should be in Line 32 of Form OR-40.   To see the Oregon State form, follow the steps below:   Look for the (State) Tax Summary link directly under the link to Preview my 1040. Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on (State) Tax Summary on the left side of the screen.

The most reliable way for you to check their math is to look at your own calendar and count the actual days you physically worked in each state. New York is famously strict about this and it is your responsibility to ensure you report the accurate allocation of time.

In TurboTax Online, you can always click My Info or one of the other areas down the left side of the screen and move to there.   In TurboTax Online, you are 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. Then, it is always a good idea to Review to see if there are any problems.  

In the desktop version of TurboTax you can E-File file up to 5 tax returns.   If you've started an initial return, it will auto-save upon exit, but to be safe you may want to save it manually. In the very top right corner above the Red Circle and check mark Select File I suggest SAVE AS for the first time (Just SAVE after that) Enter a name that describes the individual on the return and the year If you want to start a new return Use the same File button Select New Tax Return        

You can delete the Homestead credit information from the state tax return by taking the following steps:   Go to the state tax return Look for Credits or Other Situations Revisit the Homestead credit interview and change/delete your answers You can also delete the state tax return, and re-enter the information, omitting the homestead exemption.     Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.  How do I view and delete forms in TurboTax Online?