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here is the message that I received: TY25_HSA - There is a potential issue related to HSA, MSA Contributions.   the instructions from Turbo tax  for how to fix are: There is a potential issue related to HSA, MSA Contributions We've identified an issue in your federal tax return in HSA & MSA topic. To review and re-submit your return: 1) Navigate to the Deductions and Credits section in Federal. 2) Select the HSA, MSA topic under the medical section. 3) Walk through the topic and review your sections regarding Medicare and HDHP coverage. 4) Once you've reviewed your HSA & MSA entries and confirmed all of your information is correct, then proceed to Finish & File and re-submit your return.   I followed all of these steps and re-submitted the return. But the return was rejected a second time for the same reason.

You don't need to enter an EIN for an SSA-1099; there is no field for that on the social security income screen.   Leave that section and go to the SSA-1099 entry screen.   Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?

My review says box 14a for electronic filings. NYS withholding can not be equal to or greater than the gross or state distribution.  I do not have a box 14a and box 14 is for taxes I did pay.  If I change box 14 to no taxes paid my taxes due on the form skyrocket to those that I said pay but without a box 14 a I do not know how to finalize anythin. Jerald Wayne St Cla In his in

Federal Schedule A to itemize deductions?   Schedule A is any state payments you actually paid in 2025.   So it could be.... A Jan 2025 payment for the 4th qtr 2024 tax return  A 2024 state extension payment made in 2025 A 2024 or prior state tax due paid in 2025 like on your 2024 tax return Any 2025 estimates paid Jan 1 - Dec 31, 2025   But not a 4th qtr 2025 state estimated payment made in January 2026.  That goes on next year's 2026 federal schedule A.   

Here is the exception from form 5805: "The amount of your tax liability (not including tax on lump-sum distributions and accumulation distribution of trusts) less credits (including the withholding credit) but not including estimated tax payments for either 2024 or 2025 was less than $500 (or less than $250 if married/RDP filing a separate return). The withholding credit is part of what is deducted to determine the final tax liability from the prior year and if it is less than 500/250 then one does not need to deal with an underpayment penalty.

Most likely TurboTax has the right total. You've entered something twice or incorrectly. We have no access to your return. if you have other than the basic version, you should be able to contact support for free and allow them to help, but be careful, it should be free, but they may try to have you upgrade to assisted help for which there would be a fee 

1. I purchased additional shares of EPD this year and this is the first time I have purchased new shares after my original purchase. How do I handle that in TurboTax? When I set up the K1 the first time it asked for all that info, but now it is not and I am not sure how to enter it.   You should get only 1 k-1, which will report both unless the latest purchase used a different identification, like a grantor trust where the first was in your name personally.    2. I did not sell any shares of the other K1s I have. Do I need to only enter the K1 information from the company, or is there something else I need to do? Or do I not worry about cost basis and such when I sell? only the k-1 info.  For practical purposes, you can skip sections J, K, and L because TuboTax doesn't use them for anything.  When you sell as part of the K-1 package, you'll get a sales schedule that will provide the information to compute your correct tax basis in the shares sold.  The thing you may not be aware of is the section 751 recapture (ordinary income) that will occur when you sell. This can more than offset the PTP losses you weren't able to deduct because they are treated as passive losses. So as not to double-tax you on the recapture, is treated as an increase to your basis.      An oversimplified view of 751 recapture is that when you sell your partnership interest, you're deemed to have sold its depreciable assets at their fair market value, which results in depreciation recapture. Under partnership tax law is treated as 751 ordinary income. It will also be reported on line 20AB of the K-1.    

@zengyin    No, line 5a and 5b is correct.   ....4a and 4b is strictly for retirement accounts tagged specifically as a IRA accounts  (or special SEP/SIMPLE IRA plans from small businesses or self-employed folks).