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Hello, I just e- filed both returns yesterday and in looking through my AZ 140, I noticed line 29A only shows $2,500, when it should show $5,000. My husband has a Federal pension. When entering his OPM CSA 1099R, I designated the pension as such on our federal return.   I have an Arizona State pension.  When entering my 1099R, I also designated the pension as such on our federal return. Upon looking at our state return, line 29 a, it only shows $2,500, rather than $5,000  for us both to obtain the exclusion. When I went back to the federal side, my husband’s taxable amount field was blank, and the exclusion was not listed.  I got out of the return and went back in, and magically his taxable income appeared as well as the exclusion. When I went back to look at the state return, it now lists the correct $5,000 exclusion.   This is very irritating as now I have to amend my Arizona State tax return!!   QUESTIONS:   1. Why did TurboTax initially not catch the fact that this was designated as a Federal pension?   2. Why did it magically? Insert the figures upon opening the return again?   3. Since I just e-filed yesterday, when should I do the amended return?   4.  Will I be able to e-file my AZ amended return, or will I have to print everything out and mail it?   Thanks.   

My wife retired on 8/31/25. She had a family HSA plan of which I was a participant. We are both over 55. She contributed the max of $8,550 + $1000 (over 55 catch up). I contributed $1,000 to my HSA in January of 2025. Upon her retirement, she retained a HDHP family plan under COBRA until the end of the year. I applied for Medicare in August 2025 and Part A Hospital Medicare coverage began 2/1/25 while Part B Medical coverage began 9/1/25. I also retained coverage under her family HDHP until 12/31/25. I assume her contribution for 2025 of $9,550 is fine but do I have to prorate my $1000 catch-up/over 55 HSA contribution made in January 2025? If so, do I prorate it from February or September? Also, if I have to prorate it, do I have to remove the earnings associated with the excess contribution or just the excess contribution? I'm also guessing that she can make a full $4,400 + $1000 HSA contribution for 2026 assuming she retains her individual COBRA HDHP plan (she will not be Medicare eligible in 2026)

My son received a Form 1099-NEC for $2800 income made during a summer internship (2025).  If I understood correctly, he needs to be report this on his own tax return and must pay self-employment taxes and indicate that someone else will be claiming him as a dependent.  Is this correct?  He was a full-time college student and under 24.  Thank you in advance for any and all help and confirmation.