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@BillM223 thank you for clarifying. And you are correct: schedule 1, line 8f has a value of $328. I found the HSA summary page you are referring to: Deduction: $328 Total distributions: $328 Taxable distributions: $0 Taxable earnings on excess distributions: $0 Tax-free company contributions: $7,960 Excess company contributions withdrawn: $0   @Opus 17 thanks for confirming. your and @dmertz replies are helpfing me understand what TurboTax is trying to ask with each question.    Hopefully my LAST question: When asked "did [spouse] have excess contributions deducted from their wages?", I believe the answer is "No." ....because her 2025 W-2, line 12, code W is $7,960.  If code W was $8,288 (the sum of $328 (excess from 2024 "contributed directly by me) + $7,960 (2025 total contributions by your employer or by me via salary reduction) then YES, [my spouse] did have excess contributions deducted from their wages.   Is this correct?

"Did you enter the figures on your K-11 correctly and indicate this is the final K-1?" Yes to both, I did. "...the carryforward is in reference to your individual income tax return, not the trust" Got it, thanks for clarifying. "Finally, the $2,352 capital loss should be able to be used to offset your other income, regardless of type, if you have no capital gains (you're allowed up to $3,000 after offsetting capital gains)" And therein lies the rub. I comply with all of what you stated, but it seems Turbo Tax is not using the $2,352 in their calculation to offset my net income, as well as their calculation of what I owe the gov't. So now I question whether I should complete my taxes on TT or take it to a Tax Preparer instead.    

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.