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I found your post to be very helpful.  I need some additional help with my situation. (posted earlier but not getting answers).  I'm confused by the numbers calculated by TT.  I'm self-employed, bought health insurance from marketplace, completed 1095A.  I also have entries on Form 7206 that include LTC insurance and dental/vision insurance, totaling $2,452.  Schedule 1 line 17 shows $12,752 and I don't understand how this is calculated.   I had a one time settlement payment towards the end of the year so my income spiked.   I understand I needed to pay back all the PTC I received, but I wonder what is the actual premium I should pay.  The “annual contribution amount” on Form 8962 line 8a shows $32,788.  Is this possible? Is this what I have to actually pay?  The plan I chose had a monthly premium of $843 - I thought that would be the maximum I had to pay if my income spiked.      I understand from reading on this board that when my health insurance deduction exceeds my net SE income, it gets split to Sch A and TT did that.  However, the total amounts on Sch 1 line 15 to 17 is less than my net SE income (I haven't figured out retirement deductions yet, so line 16 is currently blank).  The amount on Sch A is $20,376.   $20,376+12,752 - 2,452 (LTC/dental/vision) = $30,676.  This does not equal to the $32,788 "total contribution" to marketplace.   Shall I just trust TT calculation?  Also, currently the total of line 15-17 is about $3000 less than my net SE income, can I make contribution to a retirement account (such as solo 401K) up to this amount?  Otherwise it seems I'm wasting my deductions.  I initially had TT maximize solo 401K calculation, but the amount it put on line 16 makes the total of line 15-17 exceed my SE income.  How do I do this properly?  TT indicates I can make taxable IRA contribution, so I have taken this deduction.     Thank you.

see if info on this page helps. https://www.bing.com/search?q=filing+error+TY25-HSA&form=ANNNB1&refig=69d1ff7be5234e0080f8c648895a1671&pc=EDBBAN&adppc=EDGEDSP    it might be your claiming emploment contributions to your HSA on box 12 w of w-2 showing up on line 9 of Form 8889 as personal contributions on line 2.    This forum has no access to your return.   if you can't clear the error, contact support, who you can allow you to see your form.     

@ CaseyR57  Oh, I initially missed the "Premier" in your question, so you can disregard my answer above.  Premier Edition should be a desktop product.   Sorry about that.   However, I hope you are not trying to activate it at the Online TurboTax activation page.      Here's how you should be installing and activating a desktop product.  Is this what you did?  And are you using Windows 11?   The desktop product will not run on Windows 10.   FAQ:  How to get started with desktop TurboTax https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

TurboTax does not handle line 11o the 1202 exclusion. The workaround I found online  you would think TurboTax should be able to implement this, but as you'll see by the link, this has been true for years  *************************************************************************** Rather than entering the proceeds of the sale of qualified small business stock on line 9a of your K-1, enter the figure under stock sales in order to indicate that the sale was "qualified small business stock." [It's not going to matter that the entry is not on the K-1.] Please follow these steps (THESE STEPS WORK ONLY FOR TURBOTAX DESKTOP/CD VERSION): Click on Federal Taxes > Wages & Income> I'll choose what I work on In the Investment Income section click on the Start/Revisit box next to Stocks, Mutual Funds, Bonds, Other. If you have already entered some investment sales, you will see a screen Here's the investment sales info we have so far. Click on the Add More Sales link. If you haven't yet entered some investment sales, you will see a screen Did you sell any investments in 2019? Click the Yes box. Answer No to the question, Did you get a 1099-B...? On the screen, Choose the type of investment you sold, mark the button for Stocks and click Continue. You will be asked questions about the date of sale and purchase and the cost and sales price. If you don't have the exact information, you can just make entries so that the information results in the figure on line 9a of your K-1 [the net gain; long-term sale, etc.] When you come to the screen, Do Any Special Situations Apply to This Sale? mark the button next to Small business stock and click Continue. Then, continue with additional screens to enter the specifics of your Small Business Stock Sale."   ****************************** Here are the steps for TurboTax Online Premier and Self-Employed: Click on Wages & Income>>Stock, Mutual Funds, Bonds, Other. If you have already entered some investment sales, you will see a screen Your investment sales summary. Click on the Add More Sales box on the lower left. If you haven't yet entered some investment sales, you will see a screen Did you sell stocks, mutual funds, bonds, or other investments in 2019? Click the Yes box. On the next screen, choose the icon for Stocks, Bonds, Mutual Funds. Continue through the Get ready to be impressed screen. On the Let’s import your tax info screen choose I’ll type it in myself in the bottom right. On the next screen, for the Broker name, type in something descriptive, like “Section 1202 from K-1” in the box, and leave the account number blank. On the next screen, pick No to “sales include any employee stock”; A few sales; then No to “other type of investments”; then Yes to whether you purchased all the investments (assuming they weren’t received as a gift or inherited). At that point you can Continue. On the next screen, choose Enter sales one by one and Continue and on the next screen Continue. Now you are to the screen where you can actually enter the sale. Select Long-term did not receive 1099-B form in the first dropdown; then Stock (non-employee) in the next dropdown; then a description of the small business stock sold in the Box 1a field; then the date the stock was acquired in the Box 1b field; and the date it was sold in the Box 1c field; If you know the proceeds and cost basis you can enter those in the 1d and 1e fields; if you don’t, then the gain reported on your K-1 in the Box 1d Proceeds field and just leave the 1e cost basis blank. Then Continue. On the “special situations” screen, select the This was a small business stock box. Continue. The next screen is very important to “triggering” the questions you need to calculate your Section 1202 exclusion. If you entered a cost basis the screen will be Let us know if you would like to make any changes to the cost basis. If you didn’t enter a cost basis the screen will be We noticed your cost basis was blank….Let us know if you would like to make any changes. Regardless of which of the two screens you get, you must select one of the first two options (“I need help figuring out my cost basis” or “I know my cost basis and need to make an adjustment”) to properly calculate your Section 1202 gain exclusion. Select one of the first two choices and Continue. From there, follow the TurboTax Online interview to enter the specifics of your Section 1202 sale, and TurboTax will calculate the appropriate gain exclusion. Make good use of the Learn more links on these screens if you have questions. In particular, if you entered zero for the cost basis, and there is a chance that an exclusion limitation based on the cost basis of the stock applies to your transaction, you may have to obtain the cost basis of your stock to properly calculated the exclusion amount.     **************************** https://custommapposter.com/article/i-have-a-section-1202-gain-reported-on-a-k-1-how-do-i-enter-the-exclusion-of-the-gain-into-turbo-tax-the-gain-is-from-sale-of-qualified-small-business-stock-2/1781#toc-2  while the author of this workaround says [It's not going to matter that the entry is not on the K-1.]  i can provide no guarantee.    Your only other option is to go to a pro, and hopefully their tax app can handle this,      

We can't know without the rejection error code or message.   Have you not gotten any emails about the rejection?   Or you may be able to get the reason by going to the Tax Home and looking for a Fix My Return link.   One common reason is the 2024 AGI not matching at the IRS, but there are other possible reasons, too.  More information is needed.

EDITED:  11:25 PM Pacific, 04/04/2026 Oops!  I missed the "Premier" in your question until I pressed Submit, so this initial comment may not be helpful.  Sorry about that!    However, my second comment that follows this one has information that may help you.   The current product is 2025.  Amazon sells two versions of TurboTax--a license code for Online TurboTax or a license code for desktop software.    Which product did you buy--an Online product or a desktop product?    What is the exact name of the product, such as these examples sold at Amazon: TurboTax Deluxe Desktop Edition TurboTax Premier Desktop Edition TurboTax Home and Business Desktop Edition TurboTax Online 2025, Individuals and Homeowners TurboTax Online 2025, Investors and Self-Employed

@ SterlingSoul wrote: When attempting to file an extension, why does TT state that we are agreeing to have our tax return submitted.  My only goal is to file an online extension -- something that previous version of TT offered easily; now the auto extension is not even listed as being available in the Desk Top version.. I have no interest in agreeing to transmit my return at the present time. That online extension screen at EasyExtension that says your return will be submitted is indeed scary, but according to a TurboTax forum expert, it only files the extension, is badly worded and misleading, but won't be corrected until after filing season, unfortunately.  You can see the discussion in this other thread: https://ttlc.intuit.com/community/taxes/discussion/extension-verbiage-indicates-taxes-are-being-filed/00/3825122   A couple of users there went ahead and tried, and they say it correctly submitted just their extension.   If you are uneasy about continuing with that screen, there are alternatives.  IMHO, it's easier and faster to file an extension request at the IRS website and pay the expected tax due there.   You can file an extension request at the online IRS website a couple of ways: You can go to https://www.irs.gov/payments   and choose to pay your expected taxes due toward a Form 1040, and for reason choose "extension", and you can pay directly from your bank account (or by debit/credit card.) Choose the correct tax year. Print out your confirmation. Or if you have an online IRS account, you can sign into your online account at the IRS and then go to the payments section to pay your expected taxes due.   Again, you will have a form where you can choose "extension" as the reason for the payment.   NOTE:  There is no fee if you pay directly from your bank account.  There are fees for debit and credit card.  The card fee can be hefty if your tax payment is large.

@rockyInTheVoid Interesting. I'd think that's a required field, and so the filing wouldn't meet the IRS' e-filing specifications and so wouldn't go through. And if you filed on paper like that I'd think the IRS would come back with questions -- I think if you started the project too long ago it doesn't qualify. I was thinking of filing on paper by putting the solar cost in Part V of form 3468 (so it would calculate 30%, or using your technique instead) then downloading and manually completing Forms 3800 and 3468 and slipsheeting those into the return before mailing. But I really hate to file on paper when I'm paying TurboTax for e-filing capability.

When attempting to file an extension, why does TT state that we are agreeing to have our tax return submitted.   My only goal is to file an online extension -- something that previous version of TT offered easily; now the auto extension is not even listed as being available in the Desk Top version..    I have no interest in agreeing to transmit my return at the present time.