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Having the same exact issue. I am shocked turbotax did not fix this issue from last year. my income is equal throughout the year, I made estimated payments well over 110% of the state taxes owed last year. turbotax shows penalty for state taxes... not sure how to have it removed   ok, I just went through the state interview portion. the CA penalty portion.... answered all the questions. it told me I don't qualify for exemptions and I still owe the penalty. once I was done with all the questions. it just removed the penalty even though it told me I owe it. I went back through state questions and now it says I don't owe any penalty which is now correct. this is definitely a BUG

did you set the browser permissions, see   https://ttlc.intuit.com/community/taxes/discussion/uploading-from-vanguard/00/3791235   https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

You can report interest on your tax return even if you didn't receive Form 1099-INT. If you are splitting the amount with another person, enter only the portion that belongs to you.   Further, if you receive amounts that should be shared with another person or entity, you are considered a nominee recipient. You must file a Form 1099-INT with the IRS and furnish Form 1099-INT to the other person.    You may be able to do this from the Quick Employer Forms site.

usually folks ask this when they make ES payments late in the year so they make the safe harbor in total, but have an underpayment for earlier quarters as it wasn't paid evenly.  But you're saying you applied 2024 refund to Q1 ES and then had withholding for rest which is considered timely plus ES in Q1 should avoid underpayment.   the question will be whether all your 2024 info carried correctly in these calculations   if you are on desktop you can open Form 2210 in Forms mode to see the calculation lines 1-9.  Not sure equivalent if you are online, but check the PDF with all forms and worksheets.   and check under Other Tax Situations / Underpayment Penalties section, it will ask there to confirm your 2024 tax and AGI.

I am putting in my numbers and my wife did not contribute but since we both had High deductible health plans i should be able to contribute the whole amount.  I contributed 5500 for both of us but it is saying i contributed to much. The limit should be over 7K. 

Here are some options you have to fix this issue:   If the employer's name has some special characters, such as %,&, try to remove them to see if the error clears. Make sure that the Employer Identification Number (EIN) is typed correctly. If you imported your W-2, delete the form and enter it manually. If it's still no letting you continue, you may want to print and mail your return instead.  

@markmil11 wrote: but do continue to provide noise to the forums, of course without any meaningful, helpful input. You mean like these:   1099s Issued to "Estate of xxxxx"   e-file 1040 for deceased??   Estate taxes   TTP Not Acknowledging my K-1 (form 1041) Final Trust Capital Loss Deduction. Why?   Inherited Land Sale   1041 estate return - What do I put in the box when TT asks how much I distributed to each beneficiary?   That's just the last couple of days. Where are your substantive posts that actually address tax issues? Anything beyond your constant whining? Feel free to post links.  

@Opus 17  my last reply, made just after your reply, may be helpful to review for additional info. To answer your questions. Did you actually get cash from the HSA? No, I did not receive cash or checks from my HSA after filing 2024 taxes.    The last thing to check is that the removed excess of $328 should have been reported on schedule 1, line 8f.  Correct, on my 2024 tax return, schedule 1, line 8f: Income from form 8889 = $328   For 2025, if the bank never sent you a check for the $328, then they deposited it back into the account as a contribution. (You may want to check your statements to make sure.)  So you would report this as an extra contribution (not from a W-2) in that amount, and it would be tax deductible. I believe this is where I may have gone wrong in the TT questionnaire. In the screen that reads, "Let's enter [spouses] HSA contributions (don't include contributions from cafeteria plans, etc." ... For field entry "2025 employer and payroll contributions (box 12 of W-2)" I entered $7,960. ...straighforward But for field entry "Contributions [spouse] personally made (not through your employer)" I originally entered $0. What I should have entered is $328.09. If I do, this triggers new questions to get more info, such as "do any of these situations apply? ..."[spouse] overfunded their HSA last year. IS THIS ASKING IF WE OVERFUNDED FOR 2024 TAX YEAR OR 2025? If 2024, then yes, we did, and more details are wanted, like total value of HSA at end of 2025, and value of contributions made in early 2026.

You may need Form 8962 if you entered a Form 1095-A reporting insurance premiums from the government insurance marketplace. If not, you can delete the Form 1095-A and 8962 by following these instructions and that may resolve your issue:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 1095-A and 8962 in the list and delete them      

Are you trying to enter 1099-R information under Retirement Plans and Social Security?  If you are being asked for lenders and interest amounts, those sound like 1098 forms that would get entered under mortgage interest in the Deductions and Credits section of TurboTax.   If you have the desktop version of TurboTax, click on the Personal tab and then Personal Income under that.  If using the online version of TurboTax, you will click on Wages & Income on the left side menu, then find the Retirement category on the main screen.  Under Retirement Plans, you can select IRA, 401(k), Pension Plan Withdrawals (1099-R) - if you had the same providers as last year, blanks of those 1099-R forms should be available to you in this section.   If this information doesn't work for you, please reply back with as much detailed information as you can about the issues you are experiencing - that will help us be able to better help you.

Did you enter a military (from DFAS)  W-2?  It is required for the promotion.   Go back and verify the EIN number you entered on that W-2.   If you have a W-2 with a military EIN entered and you have ensured you entered a qualifying rank (make sure you did not select something other than Enlisted 1-9), the discount will be applied automatically.   Oh, and just to confirm, are you using TurboTax Online?     File your own taxes and get your 2025 federal and state taxes FREE when you:   Offer valid for active duty and reservists of an enlisted rank (E-1 through E-9) with a W2 from DFAS Excludes National Guard members Excludes TurboTax Live products Discount will be applied when you are ready to file   Thank you for your service!!