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If your 1099-B information matches but TurboTax won't accept it when you continue, try these steps: 1. Delete the Imported 1099-B: Go to Federal, then Wages & Income, then Investments and Savings. Select Update next to your 1099-B entry and delete the imported form using the trash icon. 2. Re-import the Form: After deletion, select Revisit next to 1099-B and re-import your data using your financial institution's sign-in credentials. 3. Manually Enter Data: If re-importing still causes issues, choose to manually enter your 1099-B details instead of importing. This process helps fix errors caused by import glitches or incorrect cost basis adjustments.

@Bill223 , I used this HSA reset on my account because the efile submitted kept being rejected for "HSA, MSA Contributions." I was using TT for Windows.  I could not find any mistakes and TT kept saying the reviews for Fed and State were OK to submit.  I knew I was onto something while redoing the HSA Step-by-Step and it stopped asking me about what kind of HDHP I had two years ago in 2024. All the other times I stepped through before the HSA reset, TT kept bringing that 2024 part up. Currently my status is showing pending after more than an hour of being submitted, but before the HSA reset, the efile was rejected in less than 10 minutes. 

If box 2a (Taxable amount) on Form 1099-R shows "UNKNOWN" or is blank, the taxable portion of the distribution needs to be calculated. TurboTax will guide you through questions to help determine the correct taxable amount. To enter this in TurboTax Online: 1. Go to the Wages & Income section. 2. Find the area to enter your Form 1099-R. 3. When entering your 1099-R, if box 2a is blank or unknown, answer accordingly that the taxable amount isn't provided. 4. TurboTax will prompt you to answer additional questions about the distribution, such as type of plan and after-tax contributions. This helps TurboTax calculate the taxable amount correctly based on your specific situation, including your spouse’s retirement timing. Don't enter an amount in box 2a unless you know the taxable portion. Leaving it blank and letting TurboTax calculate is acceptable for cases marked as "UNKNOWN."

In TurboTax Online, when you enter motor vehicle excise tax as part of your federal deductions under "Vehicle Registration Fees," it typically automatically flows into your Massachusetts state return as a deductible expense.   Massachusetts allows this deduction for motor vehicle excise tax based on the vehicle's value, so TurboTax will use the federal entry to apply the deduction on your MA state return.   To enter motor vehicle excise tax in TurboTax Online, follow these steps: 1. Go to the Federal section of TurboTax. 2. Select Deductions & Credits. 3. Scroll down and find Cars and Other Things You Own. 4. Click Start or Edit next to Vehicle Registration Fees. 5. Enter the amount of motor vehicle excise tax you paid based on the vehicle's value. This will include your motor vehicle excise tax in your deductions where applicable.

No, ‌federal and state returns are handled independently. TurboTax has no control over Federal or State processing of returns.   However, you can check your State status on this site:  Check your state tax refund status Select your state from the map, and follow the links to find the state website to check on your return.

To delete the school tuition amount in TurboTax Online, follow these steps: 1. Go to the Federal section. 2. Select Deductions & Credits. 3. Scroll to the Education subsection and find Tuition and Fees or the section where you entered the tuition amount. 4. Select Edit next to your tuition entry. 5. Delete the amount or select the option to Remove or Delete the tuition entry. This will remove the tuition amount from your tax return.

It'll be posted in Investments and Savings. Open or continue your return. Under Federal  Wages & Income Investments & Savings [+ Add Investments] Save time and connect your financial accounts [Enter a different way] [Type it Myself] Select the box Other [Continue] Follow the interview. Review the IRS answer at How do I report the sale of my second residence?   Note: If this was an inherited home, the basis value is the value as of the date your Dad passed away.  

According to the IRS Instructions for Schedule K-1 (Form 1041) Box 11, amounts reported on Form 1041 Schedule K-1 Box 11 Code B (non-miscellaneous itemized deductions) should be reported on the applicable line of Schedule A. Any excess not used in the current year cannot be carried forward to future years.   To enter these deductions in TurboTax, you will need to identify the non-miscellaneous deduction from the supplemental information provided with the K-1. Then review the IRS Instructions for Schedule A (Form 1040) to determine which line should be used. You can then select that topic under Deductions and Credits in TurboTax. No manual entries should be needed, nor should you need to upgrade.   For instance, if you are reporting state and local taxes, go to Federal >> Deductions & Credits >> Estimates and Other Taxes Paid >> Other Income Taxes >> Withholding not already entered on a W-2 or 1099. Choose a state from the State withholdings drop-down and enter the amount from Box 11 Code B.   @DCO1