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The real problem is that the IRS is notified who received form 1095-A and not the actual content of the form that were received.  You are correct that if both columns B & C are blank then you don't need to file anything in regards to the 1095-A that you received.     However, it is best to go ahead and enter the 1095-A exactly as it was received in order to just get the return into the IRS computers.  They tend to automatically reject any tax return submitted if it shows that the filer received a 1095-A and didn't include it in the tax return.   Alternatively, you can file the return without the 8962 and see if the return is rejected.  Then, when it is, you can enter the 1095-A information at that point.

Important- wait until your first return is done processing.   The IRS may automatically add the missing W2s for you and adjust your refund.   There was just another post that the IRS adjusted their return.   So they don’t have to amend now.   

What document number are you referring too?   If you are in New York, check the pictures provided by NY to ensure you are using the right number. (It's not the DMV-ID number)   Sample Photo Documents | NY DMV

We can't see your file.  Two possible reasons are that you did not indicate you had family HSA coverage for all year, or that you entered your contributions incorrectly.  Contributions made by payroll deduction (both employee and employer match) are captured on your W-2 automatically and are not also entered later in the program.  For the HSA contribution question, only enter extra amounts you contributed directly to the HSA bank out of pocket.  

Here are the three things that other users have used to bypass this specific error:   Strangely, this often affects the selection but not the scrolling. Click into the Month dropdown box. Do not try to click on 09–12 with your mouse cursor. Instead, use the physical scroll wheel on your mouse (or swipe with two fingers on a laptop trackpad) to scroll down to the correct month. Once the correct month is highlighted, press the Enter key on your keyboard rather than clicking it. The mouse click is often what triggers the the error in the field. Click into the Credit Card Number field. Use the Tab key on your keyboard to jump to the Expiration Month field. Immediately type the two digits (e.g., 11) without using your mouse at all. Tab again to move to the Year field. If you are using the online version, this is often caused by a "script error" in your browser's cached data. Open a New Incognito Window. Log back into TurboTax and go straight to the payment screen. Often, the "fresh" session in Incognito will allow the dropdown to function properly.

Thanks again.  In my case, it's a mix of what you explained.  2 of the funds are on a 1099-DIV  and the 3rd is on another 1099-DIV.   I would have to figure the NY exempt amounts for each of fund A and B that is part of that total in box 12 for the form that has both funds together.   Now that I see those percentages on the web site, they don't all add up to 100%.  I was figuring on using and adding the percentages for NY and US territories that are NY tax exempt to come up with the NY tax exempt total with the difference left being taxable for all the other states.  However, I am puzzled about the percentages not adding up to 100% and wondering if anyone has experience with handling the calculation in this case. FNYTX has following listed which total 105.15% instead of what I would think should be 100%: Tax-Exempt Income By Jurisdiction California 0.06% Florida 1.40% Georgia 0.09% Guam 0.53% Illinois 0.52% New Jersey 5.29% New York 93.36% Puerto Rico 2.92% South Carolina 0.26% Texas 0.40% Washington 0.06% Wisconsin 0.26%    

Ohio allows a full deduction of retirement income related to a career in the uniformed services.   If retirement pay is from a plan that is partly related to time in the uniformed services, only the portion of income related to the time in uniformed service is deducted from Ohio income.   See this article from the Ohio Department of Taxation for details on the tax treatment of military retirement pay.   To enter information on military retirement pay in the Ohio individual tax return organizer in TurboTax, follow this path:   1. In the Income section, click Start/Edit   2. Under Here's the income that Ohio handles differently, in the Retirement section click Start on the section called Military and Civil Service Retirement Income

New York has two types of pension exclusions. The first is; New York State allows individuals aged 59½ or older to exclude up to $20,000 of qualified pension and annuity income from their state taxable income ($40,000 for married couples filing jointly).  The second is; Pensions from New York State, local governments, and the federal government are fully exempt from NYS income tax and do not count against the $20,000 limit.   To get the first exclusion, you just have to indicate that you are 59 1/2 or older. This information and your Form 1099-R information will flow to your New York state tax return and $20,000 (or $40,000 if you are married) will be excluded from your income.  You can see this exclusion on Line 29 of your New York State Income Tax Return, Form IT-201.   If you are eligible for the second pension exclusion because you have a New York State, Local or a Federal pension, you can make sure this pension is excluded using the steps listed below.  This exclusion will show on Line 26 of your New York State Tax Return Form IT-201.   To exclude your New York State, Local or Federal pension, after your Form 1099-R is entered into TurboTax you will see a screen that says, "Where is your distribution from?" You should select the first or second circle (whichever one applies) to ensure your pension is properly excluded.   When you do this, your distribution should go to your New York State Income Tax Return and be recognized as excluded.  This will put your excludable pension on line 26 of your Form IT-201.   To get to those screens in TurboTax to review your entries, you can: Click on Search at the top right of your TurboTax screen Type Form 1099-R in the search box Click on the link Jump to Form 1099-R Select your Form 1099-R for your New York State pension and follow through the screens until you see "Where is your distribution from?" Click on the top circle and "Continue"   For additional instructions on how to enter a Form 1099-R in TurboTax click here for " Where do I enter my 1099-R?"    Please return to Community if you have any additional information or questions and we would be happy to help.  

Since the tax return has been filed you must amend the tax return to add more W-2's.   The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 02/25/2026   If the return is rejected you can make the necessary changes and e-file again. If the return is accepted you will have to amend your original tax return. An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...

"5 days early" means you are supposed to receive your refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds