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If you didn't file a tax return in 2024, enter 0 for last year's AGI.  To enter it on the return:   Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return Request to access your TurboTax Account How do I find last year's AGI? I am sorry for the loss of your spouse.      

I have tested this in a return in TurboTax Desktop and did not get the same error you described. I was able to enter both stock and cash donations to the same organization and it didn't produce an error.   If you override an entry in TurboTax Desktop, the program will display a message in Review. You can override entries in Desktop, but if the override affects a calculation, it could invalidate the  100% Accurate Calculation Guarantee.   We have noted that the program is changing the evaluation method for donations of stock from Average Share Price to Comparative Sales and have reported it, but it doesn't affect filing. What you are seeing also doesn't appear likely to affect filing. Some displays have been found to be unique to a user's device and setup.   In order for us to troubleshoot this issue, you could choose to send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:   From the black bar at the top of your screen, select Online Click Send Tax File to Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the full token number here in this thread   We will then be able to review your file to see what you are seeing, and we can determine what is going on in your return and provide you with a suggested resolution.  

Seeing "UNKNOWN" in Box 2a of your 1099-R is essentially a message from the payer (the bank or pension administrator) saying they don't know how much of the disbursement you might have already paid taxes on in the past.    It is up to you to determine the taxable amount. In most cases, it is either the full amount or a calculation based on your "basis" (after-tax contributions).   Most retirement distributions are 100% taxable because the money was put in "pre-tax." However, if you ever contributed money from your own paycheck that was already taxed (after-tax contributions), you are allowed to get that specific money back tax-free. Because the payer might not have records of your contributions from 20 or 30 years ago, they mark it as "UNKNOWN" to avoid giving you the wrong tax advice.   When entering this into TurboTax: Leave Box 2a empty on the entry screen. Check the first box in Box 2b (Taxable amount not determined). TurboTax will then ask follow-up questions to help you calculate the taxable portion.   The most common scenarios for box 2a being unknown:   Standard 1099-R (Private Sector / 401k / IRA) If this is from a standard company pension or a traditional IRA, and you know you never made after-tax contributions: You can simply enter the same amount from Box 1 into Box 2a and the entire distribution is treated as taxable income. This is the most common outcome for private-sector employees.   Public Sector 1099-R (Federal / CSA / CSF / Military) This is where "Unknown" is most frequently seen. The Office of Personnel Management (OPM) often lacks your final contribution data. TurboTax will walk you through using the Simplified Method. You will need to know your "Plan Cost" (the total after-tax money you put in, usually found in Box 9b) and your age when you retired. The software will spread your tax-free "basis" over your expected lifetime, making a small portion of your pension tax-free every year.

Hello BillM223, I went through the steps exactly as you told me... I deleted my W2 information, then did this ... *** Online *** 3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   then did steps 5 & 6: 5. go back and re-add your W-2(s), preferably adding them manually 6. go back and redo the entire HSA interview....   I did all the above steps.  Still there was no place to enter personal HSA contributions.   Gosh darn, I thought this would work.  There is a big glitch in this software and I am not getting the full benefit from my tax filing because of it.   Can you please escalate this to the software development team and to management?  This is not fair.    Thank you for your efforts BillM223.  I do appreciate your customer service and attempting to resolve my issue. But this is beyond tax-expert help.  I think software engineering needs to get involved.    Please let me know if there is anything else Turbo Tax can do before I actually file my taxes.   Shelley Feist

You would have to remove the vehicle from the property by showing it having been disposed of. You would have to edit the vehicle asset entry and on the screen that says Tell us more about this Asset/Large Purchase, chose the option that says the item was sold, retired, stolen, etc... Later you will be asked for information on the disposition of the vehicle.

@PS56k There are three TurboTax online editions.  In each of the following websites you can scroll down the page and click on Tax Forms to see which edition supports which form or schedule.   Free Edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp Deluxe Edition - https://turbotax.intuit.com/personal-taxes/online/deluxe.jsp Premium Edition - https://turbotax.intuit.com/personal-taxes/online/premium/   Note - The state programs are an additional charge when using the Deluxe and Premium editions.  Currently $39 for each state used.

If the rollover to a Roth IRA was for a beneficiary's account, don't enter the rollover in your tax return, if you are the recipient.  If so, you can check 'trustee to trustee' if you're entering a 1099-Q in your return.    The beneficiary should maintain records of account statements from both the sending institution (e.g., 529 plan) and the receiving Roth IRA custodian   They will receive an IRS Form 5498 (IRA Contribution Information), which reports the contribution, and may also receive a Form 1099-R (Distributions) indicating a rollover distribution from the Roth IRA custodian.     @jul_bun_pan 

When you are entering your stock sales:   On the "Now, enter one sale for..." You will indicate stock (non-employer) for "What type of investment did you sell?"   There is a box where you indicate "How did you receive this investment?" - indicate "I inherited it", the second choice in the drop down menu.   That's it.  The date acquired entry box will go away, as you don't need to add that.

Desktop s/w for Mac is less than 0.25% of their total revenue and they drop the latest unsupported Mac OS version every year.  But I agree you should certainly not buy hardware just to run Turbotax as they could easily turn around and drop Mac support altogether any time.

I assume that your return was rejected, which would explain why your submission date and Electronic Postmark date are different. To get further details about the status of your filed return, you can contact TurboTax Customer Service using this link: Turbo Tax Customer Service or you can call us at 800-446-8848.

@jadziedzic wrote: Similar circumstance:  I have had an HDHP/HSA for the past several years.  I applied in January 2026 for SS Retirement Benefits to start in April 2026 which automatically enrolled me in Medicare Part A retroactively to July 2025.  When I completed the "What type of plan" questions to reflect "Medicare" for July through December 2025 I then had to provide information from my 2024 tax form with the same set of questions even though I was legitimately covered by the HDHP/HSA for all of 2024.  Why was that needed?   As test I'm going to kludge up a "fake" 1099-SA pretending I withdrew the excess on December 31, 2025 and compare TurboTax's calculated Federal refund to that amount from the "What type of plan" questions.  I'm presuming that should show the same - or close to the same - reduction in my Federal refund; is that a correction presumption? I can't answer your test question because I don't understand it.  If you had successfully withdrawn the excess contributions during the 2025 tax year, you would get a 1099-R for 2025 using code 2 in box 4.  But be aware that if you complete the removal of excess in 2026 (before the Apr 15 deadline) you will not get a revised 1099-R for 2025.  Instead, you will simply declare the excess on your tax return and remove it.   The questions about 2024 are to see if you made contributions in 2024 under the "last month rule", because if you did, the 2025 contributions are subject to a different kind of penalty.  Assuming you did not use the last month rule to make contributions in 2024, those questions would not affect your tax or refund.     What I would do is simply answer the interview questions about how much you contributed and what kind of insurance you had.  Your answer for July through December is "none" (no form of eligible HDHP).   For January-June, your contribution limit for 2025 would be $2650 if covered by a single HDHP and $4775 if covered by a family HDHP.  If you contributed more, Turbotax will say something like "You contributed an excess of $2650.  Will you remove that excess before the tax deadline?"  If you say Yes, then the excess will be removed, the deductible amount added back to your taxable income (you lose the deduction on that portion) but there are no other penalties.  Any interest that is paid to you as part of the removal of excess contribution process is declared as taxable income on your 2025 return (even if it is not paid until 2026).  Enter it as bank interest not reported on a 1099-INT.   

 Here's a post on the five main points on the  1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114   Several of them probably apply to you.