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And on the HSA summary page, it shows $150 deduction for me (???) and 2300 for my wife (when I was able to add the additional contributions). Total distributions shows 7426 for me and 0 for my wife, as expected. Tax free company contributions shows 6100 for me and 0 for my wife. All other values are 0.

@querti132679 it is not clear whether you moved to PA permanently or simply this was a summer job "while a student".  it makes a difference.    if you moved to PA permanently, then you'd file both a NC part year and PA part year tax return.   However, if this was a temporary summer job and your domicle did not change, then you'd file a PA non-resident tax return and a NC resident tax return.  Only the money earned in PA would be reported there, while all your earning, regardless of state would be reported to NC and then you'd get a tax credit for taxes paid to another state.     

You can just skip the screen that asks for drivers license information.   The IRS does not require you to enter a DL in order to e-file, and since you do not have a FL return to file, your FL drivers license will not prevent you from e-filing your return.

Sorry I'm still confused.   So TT is requesting the following:   Schedule D, line 7 Schedule D, line 15 OR Qual Div/ Cap Gain Tax wksht ln 3   (I entered this amount XXXX) Schedule D, line 18 Schedule D, line 19 Form 4952, line 4g   I did enter the amount from line 3 on the worksheet, but I don't have Schedule D or form 4952.   I'm assuming they werent generated since we only had the one source of capital gains.   So do I leave the schedule D responses blank or enter zero?    

"Boxes 3&5 are much higher than Box1.  Suspect it is 401k or HSA contributions."   This could be the effect of 401(k) contributions, which are removed only from Wages in box 1 on the W-2.    This can't be the effect of HSA contributions, because these contributions (as shown with code W in box 12 of your W-2) are removed from Wages in all three boxes (1, 3, and 5).

I am a family with HDHP for all 12 months. My employer contributions Box 12, code 11) from 2025 were 6100. I personally added 2300 throughout 2025 from my checking account as balance got too low, staying right under the limit. I've never exceeded the max allowed contribution for any year. To avoid complications for next year, I now have the maximum amount taken out of my paycheck so I don't need to contribute from my checking.

Where do I find my AGI?   https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947   Your 2024 tax return shows your 2024 Adjusted Gross Income  (AGI)  If you filed a joint return then the AGI is the same for each of you.   Form 1040        line 11   If entering the amount from your 2024 tax return does not work, then try entering “0” instead.  If that does not work and you still cannot e-file, then print, sign, and mail your tax return.   You can get a free transcript of your past return from the IRS:   https://www.irs.gov/individuals/get-transcript Note: If you filed late or amended your return, your correct 2024 AGI may not be in the system.  https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online Note:  If you mail your federal return, you will also need to mail your state return.  You will not be able to e-file your state return.   https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258

Only TurboTax support can provide a service code and then for only very specific reasons.   You will have to contact TurboTax support for assistance. See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

Phone support is not provided with the Free Edition.  If you are using a paid version of the software or if you purchased PLUS you can get phone support when customer support is there.  Otherwise, post your question here and someone will try to help.   To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh

It could be the substituted basis based on the type of reorganization. The tax code can allow you to defer gain on the stock portion. Instead of being taxed on the gain, you keep your old basis from Company A.   The Calculation Check: Company A Vesting Price: $2.74 Exchange Ratio: 0.273 Substituted Basis: $2.74 / 0.273 =$10.03. This slight difference to your $10.01$ is probably from rounding the fractional exchange ratio or transaction costs. Since the basis is $10.01: More of your original "investment" ($3,000) is being attributed to the cash side of the deal. This increases the basis applied to the cash and decreases your immediate capital gains tax.   I am guessing you are looking at Form 8937 for the new company. It is form to use and keep with your documents. I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your  carryover information, and proof of your basis in your various investments. You must keep tax records  from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses, carryforwards,  and basis. This can be a digital or paper notebook.

Didn't work last time I checked (a month ago). It prompts you to print out a form and mail it in, equivalent to keeping two sets of books, which is a terrible accounting practice. Please tell us how you did it electronically, and we can do that same.

This does not really answer the question.   I can use Override to report the amount on the Misc Dedn worksheet so they will flow into Schedule A, Line 16. But what I want to try to do is avoid the error warning that says you shouldn't electronically file because it can't error check where there is an Override.   Is there a way to use EasyStep avoid using override and thus allow you to error check and file electronically?  

This year, the screen "Let's enter [name]'s HSA contributions" has sometimes not shown up in the normal interview - no doubt an accident of the dynamic nature of the screens in the TurboTax interviews.   So far, the effective workaround is to do an HSA Reset to delete all your HSA data and start the HSA interview over again.   If I am not mistaken, we have been talking in another thread, right? I don't remember, did you do the HSA Reset once already, and did the behavior of the interview change?   @hybridview