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I got that to, I suppose because I picked "walk me through everything".  What I did was create a name "None" for the Canadian pension, and pick who it was for (me) then went back and deleted the plan "None" from the list of Canadian plans.

Yes, you need to report the Form 1099-B on your tax return to report the sale of stock necessary to raise the money  to pay your payroll taxes associated with it.    The restricted stock units (RSU's) are taxable income and as such the value of them is included in your salary wages (box 1), social security wages (box 3) and Medicare wages (box 5) on your W-2 form. Since you have to pay social security and Medicare taxes on the income, and also income taxes, some of the shares are  sold by the company to pay those taxes. They are paid to the IRS by the company.   You need to report the sale of those shares to report any resulting gain or loss, but the gain or loss is minimal since you buy and sell them almost immediately. So, the gain on sale when you report the Form 1099-B in TurboTax should be minimal. Often, the Form 1099-B will report a minimal amount for the cost basis as you may have paid little or nothing to acquire the shares. However, the income reported on your W-2 form needs to be included in the cost basis of the shares sold, so you may need to adjust the cost basis reported on the Form 1099-B to compensate for that.   A simple way to determine the cost basis of your RSU shares sold is to divide the income for the RSU's as reported on your W-2 form, plus any additional money you may have spent to acquire them, by the number of shares acquired. That will give you the cost of the shares that you can then multiply by the number of shares sold to arrive at their cost basis.   You will see an option when you enter the Form 1099-B in TurboTax to indicate that you need to adjust the cost basis. Choose that option and you can enter the correct cost basis if necessary.        

Thank you so much for your reply. Let me please clarify with another detail:   MY SSN appears on the form, not his.   But BOTH our names appear.   Knowing this, which one of us should report the income? Thank youi!!!

When you receive the 1099-SA and enter it into your tax return you will immediately trigger the issue for overcontribution.  At which point you will tell the system how much you pulled out of your HSA and it will be added to the return and solve the problem.

It depends. First be sure you have the correct birth date for each spouse. Next you can preview your tax return because it's not part of the standard deduction. It is a separate deduction from income and not a credit. See the instructions below to check for it on your tax return.   To qualify, the following must apply: If your income is above $75,000 ($150,000 if Married filing jointly) the bonus deduction decreases by $.06 for every dollar over the relevant amount.  This deduction is available whether you itemize or take the standard deduction. If your filing status is married filing separately you are not eligible for this deduction. This bonus deduction is ONLY for those over 65, it does not apply to those who are blind and under 65.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  See Line 13-B on your 1040 for the amount. Additional deductions from Schedule 1-A, line 38 For TurboTax Desktop, change to 'Forms' and review the forms.

You are seeing this because the amount of Medicare taxes withheld in box 6 is Not exactly 1.45% of the Medicare wages in box 5.  Remove any cents for the Medicare wages and see if the upgrade message goes away. OR - Delete the w-2 and re-enter.  Make sure the amount in box 6 is 1.45% or less of the amount in box 5.

If you are making payments on a mortgage, you would normally be paying interest and receiving a Form 1098, Mortgage Interest Statement, showing the interest you paid that may be deductible. If you are receiving a Form 1099-INT for a small amount, this represents interest income. This could happen if, for example, you have a savings account with the same bank that lent you the mortgage funds.   The person whose Social Security number appears on the 1099-INT should report the income on their return, so the IRS information return matching program will find it. If the interest-bearing account belongs to both of you, the one reporting the income can also report a deduction of half the amount and the other can report the other half as income on their return.   See IRS Publication 504 for more information on this topic (you can search the page for "mortgage" and "interest")    

It depends. If you are trying to claim your foster child as a dependent you must meet the qualifications. Here are the rules and support may be the issue if you receive income for your foster child.  The support test is different based on which dependent test you meet (child or relative).  Be sure to select the correct answer as to whether the child is related to you and watch the question about if she is adopted, a foster child, or neither of those.   Qualifying child: They're related to you. They aren't claimed as a dependent by someone else. They're a US citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They're under the age of 19 (or 24 for full-time students). There's no age limit for permanently and totally disabled children. They lived with you for more than half the year (exceptions apply). They didn't provide more than half of their own support for the year. Qualifying relative: They don't have to be related to you (despite the name). They aren't claimed as a dependent by someone else. They're a US citizen, resident alien, national, or a Canadian or Mexican resident. They aren’t filing a joint return with their spouse. They lived with you the entire year (exceptions apply). They made less than $5,200 in 2025. You provided more than half of their financial support.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

dlonyc clearly stated that 1099-G form was downloaded and entering that info as 1099-MISC seems to be incorrect. I am in the same issue except when I enter under Other Common Income then select State and Local tax Refund, entering the tax year 2025 getting error from TT "Enter a tax year before 2025 - If this refund is from last year's taxes, enter 2024. It seems currently there might be a bug and not allowing me to enter 2025 as the tax year.

Be sure that you are entering the correct number.  To view the standard placement of the ID number and document number on New York State-issued licenses and IDs, visit the New York State Department of Motor Vehicles at Sample Photo Documents.