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Since you removed the excess contribution prior to the filing deadline you won't be subject to the 6% excise tax.  If all your contributions were made via payroll deduction and you have a 1099-SA to report HSA distributions, or if you made contributions other than via payroll, then during the HSA interview TurboTax will tell you "You have excess contributions, will you remove them before the deadline?"  Answer Yes.  If you don't have a 1099-SA to enter, you will need to navigate to the HSA section so you can indicate your removed the excess.  

The simplest way to know you can avoid penalties and interest, and keep as much money as you can until you must pay the balance is by making sure you meet the following with your estimated tax payments. Remember, the IRS system is pay as you go, so you don't want your first quarter to be short since it is the longest period to calculate penalty and interest. See a more specific answer for you below.   Generally, you can avoid the penalty if your total timely estimated payments and withholdings are greater than or equal to the lesser of: 90% of the total tax after credits for the current year, or 100% of the total tax after credits in the prior year See one exception below. You can also avoid the penalty if the amount you owe is less than $1,000 as long as any estimated tax payments you made are timely.   Note: High-income taxpayers. If your adjusted gross income (line 11 of your 2025 Form 1040) is greater than $150,000 (or $75,000 if you're married and file a separate return from your spouse), you can avoid a penalty by paying at least 110% of your total tax from the prior year.   Questions & Answers:  So do we make an estimated payment based on what our tax would be in the 35% bracket (income more than $100,000 over what I know it's going to be), divided by 4, minus what has been withheld to date?  Then make no more payments?  Always account for and reduce an estimated payment by any withholdings to date.  Check the tax rate for the taxable income you know you have made in the first quarter (reduced by standard deduction at a minimum) then make an estimated payment based on this quarter only.  Don't assume you won't need another estimated payment in the next payment period (April & May - due June 15th). Use the same steps for each quarter if necessary for the future estimated payments- If you find you have enough withholding, then no payment is necessary.  If we do the Roth conversion in April do we do the same thing, take half of the tax that would be due on that inflated income, subtract what we've already paid from being withheld January-March, plus the April 15 estimated payment, minus what will be withheld April-June, and make up the difference in the June 15 payment?  If you do enter into a Roth Conversion (moving pre-tax IRA/401(k) retirement funds to Roth) in April, you can have 20% withheld if you choose or calculate the estimated tax yourself to make a payment. For each estimated tax payment period, calculate all income and tax then subtract what's already been paid and withheld. Pay the estimated tax balance.  Keep these figures for your tax return in case you need to use the Annualized Method to reduce or remove any penalty and Interest from your tax return. @anonymouse1 

To resolve the message about Section 199A income, return to the Schedule K-1 interview and work through all the screens.  Continue with the interview until you see "We see you have Section 199A information." Check the box that applies (usually the first option). On the page "We need some information about your 199A income," be sure to check the first box and enter at least one type of income from Statement A (a negative number indicates a loss or enter zero). Check any other boxes that appear on Statement A and enter the related amount. Continue back to the K-1 summary page.

Okay, for 2025 and beyond perhaps it ISN'T smart for high-income MD residents to use itemized deduction anymore, but the software isn't letting me even try it. Show me the money!   HAL2000 was a software bug. This is a software bug. I tried "shut it down, let it rest" (!!) and it still didn't work, didn't even sing Daisy Bell.

You may have entered this IRA to Roth conversion in the Deductions & Credits section (where annual contributions go) instead of the Wages & Income section (where 1099-R distributions/conversions go).   Fix the "Contribution" Error" by: Open or continue your return Under Deductions & Credits, Click on Retirement and Investments, and then Click on Traditional and Roth IRA  Contributions. Find the Roth IRA section and delete any amount you entered (this section is only for new money you put in for the year). Enter the Conversion via the 1099-R by: Under Wages & Income, Click on Retirement Plans and Social Security, and then Click on IRA, 401(k), Pension Plan Withdrawals (1099-R). Enter the 1099-R exactly as it appears. Answer the "Follow-up" Questions  When the program asks "What Did You Do With The Money?", Select "I moved it to another retirement account.", and then choose "I converted some or all of it to a Roth IRA." Enter the specific amount that was converted. Verify your entries by Clicking on  Tax Tools (bottom left), then Tools, then View Tax Summary, then Preview my 1040, and finally look for Form 8606. Your conversion should be on Line 8.   Note: If you did a "Backdoor Roth" (put money into a Traditional IRA and immediately converted it), you should enter the $7,000 (or $8,000 if 50+) as a Traditional IRA contribution in Deductions & Credits, but you must mark it as nondeductible. And finally, you need to record the conversion in the 1099-R section as described above.

To remove Expert Help from TurboTax, if you did not use the expert help, you may be able to downgrade in order to remove this service.  In your left panel of your TurboTax screen select Switch Products and then Downgrade.   You can also review your fees using the instructions below. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?  You can review your fees in TurboTax online as follows: Go to the left side on your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees.  You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support  Click here for How do I downgrade to a different TurboTax Online product? Click here for Can I cancel or amend a pending return?  Please return to Community if you have any additional information or questions and we would be happy to help.

How did you report your spouse's HDHP coverage? It should have been Jan-Mar Family, and Apr-Dec Self.   The numbers you are giving suggest that TurboTax did not know that your spouse had any HDHP coverage at all.   The numbers for you are correct.

You can prepare your amended  2024 tax return in TurboTax. Generally, you can amend a federal tax return to claim a refund within three years of the date you filed your original return or within two years from the date you paid the tax due, whichever is later. This usually means you can amend your tax return for the current tax year and three prior tax years.     You can amend your tax return using TurboTax however, TurboTax does not support e-filing for prior tax years. You will have to print and mail your amended return.  If you have to file by mail: How do I file my return by mail? For additional information, please see Form 1040-X, Amended U.S. Individual Income Tax Return: Frequently asked questions   You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov.   Click here for additional information regarding filing an amended return   Please return to Community if you have any additional information or questions and we would be happy to help.

Any and all costs incurred from your first idea to the point where you declare your business is open to customers are accumulated and not expensed in any year. The IRS specifically mentions travel costs associated with getting the business ready to operate.    You will report start-up costs once, for the total incurred, in the year you declare your business has begun. It's your choice to make that declaration for tax year 2025 or wait until next year. The meter starts running, as DaveF1006 mentioned, the first year you report the business to the IRS.   The IRS defines “startup costs” as deductible capital expenses that are used to pay for:   1) The cost of “investigating the creation or acquisition of an active trade or business.” This includes costs incurred for surveying markets, product analysis, labor supply, visiting potential business locations and similar expenditures.   2) The cost of getting a business ready to operate (before you open your doors or start generating income). These include employee training and wages, consultant fees, advertising, and travel costs associated with finding suppliers, distributors, and customers.   These expenses can only be claimed if your research and preparation ends with the formation of a successful business. 

@Frank nKansas    Is there $3 on line 38??   IF so, then TTX may be letting the IRS calculate the penalty/interst that they may bill you later...separately.., since that penalty $$ amount can change depending on "exactly" when the IRS gets the main tax payment, (the $$ before the penalty was added)

Box 1 on W-2 shows $57,423.56.  On Turbo Tax second screen it asked for the adjusted stock basis which I entered $63,192.10 from the Fidelity Supplemental Information.  This adjusted the amount on form 8949 showing $1 loss.   My question, should I use Box 1 from W-2 showing $57, 423.56 or the Fidelity Supplemental Information for the NQSOP sale showing adjusted cost basis of $63,192.10 for the adjusted ?  I'm not clear why Box 1 and adjusted cost basis on Fidelity  Supplemental Information are not the same amount.     Regarding the $0.64 reported on the Fidelity Supplemental Information but zero on the 1099-B, could that be from the cashless exercise and sell transaction of the NQSOP?