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For 1035 exchanges PA tax law follows Federal rules.  A Commonwealth of Pennsylvania website states:   "Exchange of Insurance Contracts Under IRC Section 1035   For taxable years beginning after Dec. 31, 2004, Act 40 of July 7, 2005 provides that exchanges of insurance contracts under IRC Section 1035 that are tax exempt for federal income tax purposes are also tax exempt for Pennsylvania personal income tax purposes. Therefore, do not report the gain (loss) on the sale, exchange or disposition of any insurance contracts that include: An exchange of a life insurance contract for another life insurance contract, an endowment contract, or an annuity contract; An exchange of an annuity contract for another annuity contract; An exchange of an endowment contract for an annuity contract; An exchange of one endowment contract for another endowment contract if the dates for payments begin on or before the original contract’s payment dates." You shouldn't be getting a Schedule D from a 1035 exchange - are you possibly getting the Schedule D from the gain or loss on the sale of something else on your return?

This experience has been reported by other users and was elevated for investigation. It has since been confirmed as an issue by our development team.  We are working to resolve the issue as quickly as possible, and you can sign up here for updates.    In the alternative,  the as long as the dollar amounts are correct, you could also choose to continue to file.

To clarify, did you performs the steps offered by @AmyC in her above post? As you enter your 1099 DIV and entered a foreign tax in Box 7, there are followup questions that ask about your foreign dividend amount. This is in steps 9-10 in Amy's post. In that section, there is a drop-down that you can select which country this originated from.

Thank you for having a look.   I'm with you through Step 5. It never asks Step 6, 7 or 8.  After I select that I had an HSA in Step 5 the remaining screens are: 1. 1099-SA Summary where it asks about the gross distribution I had 2. Screen asking "Was Daniel covered by a High Deductible Health Plan in 2025?"  Yes. 3. Screen asking "Do any of these situations apply to Daniel?" -Daniel had Medicare. No -Daniel overfunded their HSA last year. No. -Daniel inherited this HSA. No. -Daniel had other company contributions that weren't reported to their W-2 or apply to a previous year.  No. -Daniel failed to maintain HDHP coverage in 2025 due to death and disability. No. -Daniel made contributions to an Archer MSA. No. 4. Screen asking "What type of HDHP coverage did Daniel have during 2025?" Daniel was covered by a Family plan every month of the year   That's it.  No other screens or questions. 

No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

Form 1065 Schedule K Line 13(e) Code V is for Section 743(b) negative income adjustments. This basically duplicates the entry on Line 13(e)(G), which is dedicated to this deduction.    Section 754 depreciation belongs on Line 13(e)(C) and the only code available is ZZ.

I’m still struggling with the Loss Carryover for my closed LLC.  My loss in 2024 was $11,448.  I’m expecting the loss from 2024 will appear on my 2025 return, on both Line 3 of Form 8995 and Line 3 of my Qualified Business Income Deduction Summary for this year, and that the total of both year’s losses will be my Loss Carry-Forward from this year’s return..  The loss from 2024 doesn’t appear on either form, and my Loss Carry-Forward now appears to be only this year’s loss ($3,980). Should the 2024 loss appear where I’m expecting it, and should the sum of that loss and this year’s loss show as the total Loss Carry-Forward for the closed LLC?  Please let me know, and thank you!

To enter a Form 1099-MISC that is not for self-employment - Click on Federal (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Scroll down to Other Common Income On Form 1099-MISC, click the start or update button On the screen Did you get a 1099-MISC?, click on Yes On the screen Let's get the info from your 1099-MISC, enter the amount received in box 3 and continue On the screen Describe the reason for this 1099-MISC, enter a reason and Continue On the screen Does one of these uncommon situations apply? - Select None of these apply and continue On the screen Did the (reason) involve work that's like (your name) main job - Select No and continue On the screen How often did (your name) get income for (reason) - Select 2025 and continue On the screen Did the (reason) involve an intent to earn money? - Select No and continue The amount entered from the Form 1099-MISC will be entered on Schedule 1 Line 8z The total from Schedule 1 Part I Line 10 flows to Form 1040 Line 8

Thank you for the timely response and confirming what I thought might be the best solution. I wish TT will address this in the future release by adding an extra step of letting the user to enter the account total max value if they know it. Best,  

@taxdrama wrote: The paid internship was with NIH, which issued a 1099-G for about $18K and showed it as Taxable Grants. Sharing to see if this is the reason I am being forced by TT to work on Form 8615, Tax for Certain Children Who Have Unearned Income. My other unearned income is about $150 in bank interest and $19 in dividends. I am also a self-employed tutor from where I earned about $5K in 2025. Yes, this can be a problem.  When a child is under age 24 (and meets certain other conditions) and has certain income, it can be taxed at a higher rate.  This is meant to capture parents who put investments in a child's name, but it can also affect an adult child who gets certain types of income.   A 1099-G is not the right kind of tax statement for this income, it probably should have been on a 1099-NEC. Whether or not it would be reported as self-employment income or an educational stipend depends on whether this was part of a degree program or something you did after, and I would have to do more research on that.  (Sometimes, companies "hire" people and falsely call them interns.  For a real internship, it must be educational to the intern and the intern can't be a substitute for an employee--can't do the same duties as an employee, for example.). A don't think there is a problem classifying an NIH internship as educational.  But the problem is that it is still "unearned income" which triggers the higher tax rate.   I need to ask another expert for help on this, @DoninGA  @Hal_Al