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Please do the following:     *** Desktop/Windows***   1. Go to the upper right and click on Forms, and  2. Select the desired form (1099-SA). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   1. Switch to Forms Mode by selecting the Forms icon. 2. From the menu, select the form (1099-SA) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   1. go to Tax Tools (on the left), and navigate to Tools->Delete a form  2. delete form(s) 1099-SA   

Join the crowd.  It's subtle and you can easily miss it. If TT really wanted to make this product elite and save the taxpayer some bucks QCD's would be a line-item and not make it so subtle.  I missed it on several passes through deductions and credits.  If you open up the forms  requesting QCD's you will find it as a line-item way down the page, specifically describing the QCD's and request for a total RMD.  

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.     See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

Did you buy the Desktop yet?    You can buy the Desktop Download program directly from Turbo Tax here, https://turbotax.intuit.com/personal-taxes/cd-download/ For 2025 You will need Windows 11 or Mac OS Sonoma 14 or later   How to install and Activate the Desktop Download program with a License Code How to install TurboTax CD/Download software with license code   How do I find the License Code? https://ttlc.intuit.com/community/tax-topics/help/i-can-t-find-my-license-code/01/852973    

"Five days early" did not mean you would get your refund in five days.  You misunderstood.   "5 days early" means you are supposed to receive your federal refund from one to five days sooner than the refund date shown on the IRS refund site.   If it does not meet that "at least one day sooner" date, they are supposed to refund the $35 fee.   You have to pay attention to the date on the IRS refund site. You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds    

Yes. A joint tax return shows income for both parties. The IRS knows your names and numbers and how much you have where. You are correct that actual ownership is marked where necessary. The IRS has long required the social of the first taxpayer listed to be on the forms. Of course, this was before kids and spouses were even verified. Now with modern times, a spouse can have their own form!

@sseale66 were you able to resolve this? I am self employed, with no other contribution other than the one I made myself which was not above the $4300 limit for individuals. I have gone round and round trying to figure out why it thinks any contribution I made was an overfund. 

Yes. Just document the heck out of it so you can plausibly argue (in the unlikely event that anyone ever asks) that you did the best you could lacking guidance from the IRS on what to do when the HSA custodian does not co-operate with you.

It's the same account (and I can see my documents from last year), and almost everything got pulled forward, but not this. At least, not in the place where it is figuring how much capital losses carry forward.