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Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Delete the Form 1095-A and Form 8962, re-enter the Form 1095-A then e-file again.   Click on Tax Tools on the left side of the online program screen Click on Tools Click on Delete a form   To enter, edit or delete your Form 1095-A - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Medical On Affordable Care Act (Form 1095-A), click the start or update button

When you say: "Look at the Line 18 Smart Worksheet. You will notice that January of 2024 is inexplicably set to NONE.   Set January to Self, and the last-month rule amount (shown on lines 18 and 20) should vanish, along with the penalty on line 21."   Are you saying to change it on the Line 18 Smart Worksheet?   I tried that and it did make the last-month rule amount go away.  However, when I went back through the step-by-step screens, January 2024 has been toggled back to "Medicare or None".  So might as well just set that there for now.  Hopefully there will be a fix to this.          

@DaveF1006 - Have you verified that there is a room and board entry point in the  529 Distributions (Form 1099-Q) section for 2025?  There was last year, but that section ( and the 1098-T section) have been totally redesigned for 2025.  I'm not finding room & board in either section, currently.  I have desktop Deluxe. I have reported this to the moderators (this morning).

You will need to contact the IRS.    Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    Here are a few FAQs to help you track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

You are just regurgitating what has been posted previously. I don't see ANY reduction in taxes with this OBBB applied. I have not finalized my return so have not viewed completed tax forms but a $12000 deduction would mean I would be getting a LOT more money back than TurboTax is showing (under running expected return amount). Why can't I see this OBB anywhere on your online forms? 

Bill, your last post pointed me toward part of the solution to my issue.   Previously when I got to the below screen I selected Paul was covered by a Family plan every month of the year. (I think this could be better worded.  My HDHP coverage did not change during 2025; what changed is my enrollment in Medicare Part A prevented me from making further contributions to my HSA).  This time I selected the last option as shown below:               This took me to the screens you had described and the calculations matched what I had determined previously. So I am done on the HSA excess contribution question.  THANK YOU!   One last question...Now I am not sure where to enter the interest earnings on my HSA excess contribution that I was required to withdraw to avoid a tax penalty.  Can you tell me where to enter that interest income in TurboTax?

I would suggest waiting. The IRS is seriously backlogged now in amended returns and may take a while to process.  Sending in another amended will only make it worse, especially if they process it after they process your original amendment.   @shelby89