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Yes, since retiring, the difference between Box 1 and Box 2a is *always* the same amount - $145.68.   Thank you, I will go back  and say YES to that horribly/stupidly written question.  This is the first year I can remember TT even messing around with this question - I'm almost 100% sure I didn't suffer like this when doing our 2024 taxes!!   I can only *imagine* how many people had or are having difficulty answering that question.   This TT question MUST be fixed for next year!!:  "For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?"   Thank you VERY much for your explanation and assistance, it is very much appreciated!   @SteamTrain   

If you remove the !,800 you can use that to offset the 2024 excess  by 1,800,  (more if your allowed contribution is greater) . This will reduce your 2025 penalty. That's minus (6% of $1,800 ) , plus income tax on anything the $1,800 earned while in the Roth IRA. If you don't want the complication, pay the full 6% again.   @kieranmccllgh1   

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return. @DAuman  @jrbunke 

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return. @user17753181283  @Steve23838  @goldeninla  @NJSIS 

Follow the steps below to view or print your New Hampshire return as follows:   For TurboTax Online:   Open your return Select Tax Tools then Print Center Select Print, save or preview this year's return Check the boxes to indicate your federal and state returns Choose to include Government and TurboTax Worksheets Click on "View or Print Forms" Your E-Filing Instruction Sheet should be the first page In TurboTax Desktop:   Switch to Forms Mode by clicking on "Forms" in the blue bar at the top right of your screen In your left panel scroll down to the bottom of your list of forms 

Generally speaking, if a K-1 does not alter your Adjusted Gross Income (AGI), your deductions, or your ultimate tax liability, the IRS does not require you to file an amended return. A Form 1040-X is typically used only when there is a change to your taxable income, deductions, or the tax owed or refunded.   However, you should keep the K-1 with your 2025 tax records because, even though the minor changes do not affect your current year tax liability, the 20T and 20V adjustments may affect the tracking of your partner basis or suspended losses in the MLP. Therefore, you will need this updated basis information to accurately calculate your capital gains or losses when you eventually sell or dispose of your MLP units.

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return. @Mummy3933  @RAGONYAR  @DhaliLlama  @user17753488946   

This indicates a problem with your HSA account.   IRS records don't match the contributions reported on your tax return (Form 8889). Review your HSA/MSA input forms,  1099-SA, 5498-SA, and W-2 (Box 12, Code W) forms are entered accurately.  Under Federal SelectDeductions & Credits, and Review your HSA entry. The HSA contribution was made, but the accompanying ‌Forms may have been entered incorrectly or it may be missing.