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I agree. I contribute for both me and my wife. We both have separate HD health plans and the limit is over 7000. Turbo tax is telling me I am over the limit and does not consider that I am making the contribution for both of us. IRS allows you to split the amounts between yourselves as long and the combined amount does not go over the family limit. Turbo Tax didn't get the memo.

I have deleted my IL return and re-entered information and it still is not calculating Property Tax Credit correctly.  It appears it is referencing line E3 rather than line 3 when comparing line 3 and line 4g to come up with the answer on line 5.   Not sure how to proceed.  

KY sometimes takes up to 7 days after the federal is accepted. KY verifies a few things before accepting. Starting in April, bank accounts must exactly match your return. If it has been 3 days since the federal was accepted, check KY again at refund.ky.gov. @user17720708269 

"If the estate pays any tax due, it can distribute its assets (property and cash) tax free."   Only if the the estate does not distribute the income in the same estate income tax year.  Amounts distributed in the same tax year as the income was received are Distributable Net Income passed through to beneficiaries on Schedules K-1 for taxation on the beneficiaries' tax returns.

I meet all the requirements and still cannot e-file and pay using my refund. I've always done so in the past. If I must pay the $138 to file with you, then I will save my money and paper file it myself, since it is no longer convenient and is cost-prohibitive. 

Q. It sounds like I need to put part of the scholarship on her income tax form and part on mine correct? A. No. All of the taxable scholarship goes on her return.  You only enter the 1098-T to claim the AOC. The simple way to do that is enter a 1098-T with $4000 inbox 1 and box 5 blank.  You are allowed to do that. For an explanation, see the "Five points of the 1098-T" link.   Q. Do we put the overage amount plus the $4000 for AOC on her taxes so that I can claim the AOC?  A. Yes.   Q.  She had a small job and earned $6000 and she already filed her taxes to get her refund.  Does she need to file an amended tax return (adjustment)?  A. Technically no.  But you want to anyway just to document all this.  The reason she doesn't need to file an amendment is that the $6000 wages + $4000 + $1853 excess scholarship = $11,853 which is less than the $15,750 filing requirement. She will not owe any tax or have to give back any of her refund.     

Please tell us what your HDHP coverage was, for how many months, and the same for your spouse.   Do each of you have HSAs or just one of you?   How did you contribute the $5,500? Through an employer or directly to one of your HSAs?   Hmmmn, I just had a thought. Did you both have Self-only coverage? But in the HSA interview, you said that your spouse did not contribute...that would mean that you put all of it into your HSA. But if you had Self-only coverage, your limit was only $4,300 unless you are 55+ in which case, your limit would be $5,300.   Is this what is happening to you?

Starting with the 2026 tax year (for return filed in 2027), those taxpayers who do not itemize deductions can take an above-the-line deduction for charitable contributions up to $1,000 for single filers and $2,000 for married filing jointly.

Patricia-- No disrespect, but I think we're all referring to the same issue discussed at length in this thread, which initially affected TT2024. This year, when running the final review, I got an error that needed to be fixed with the Schedule E Worksheet, regarding an empty passive operating loss value. In years past, this value had been carried over from prior year returns, but something got broken at some point. As you described earlier in the thread, to pull the needed value, we should look in a certain place in our prior year return, and input the appropriate value, but after doing this, we all get the error that "sum of losses in individual years should not be greater than the total loss". Another TT user discovered that this error is caused by the system carrying over the value from a prior year, but incorrectly inputting the value in the wrong year; and that same user described a workaround--purchase TT desktop, and manually edit the form to move the values around to be correct. If that's our only option, and you guys are going to essentially refuse to address it, okay--just say that. I find it very insulting that just last week, another admin commented that a fix was expected for this issue by last Friday; but when you finally responded to my request for information, it's like it's the first time you're hearing about this issue. I'm about 10 minutes away from moving my business elsewhere--I hear freetaxusa has been doing a great job for people, maybe they actually care about their customers.

@rlpittman80 also if your return is 1 form beyond "Free" and hitting the "Deluxe" version plus state fees you might want to explore other options to file - paper mailing is a bit drastic - see https://apps.irs.gov/app/freeFile/browse-all-offers/