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Yeah, I too got bit in the behind by TurboTax's software glitch! My initial refund was supposed to be $7981.00 according to TurboTax's verification and information check. I thought WOW, the President really did make Social Security tax free in the BBB. My wife and I started making plans for a much needed bathroom remodel and actually have three companies working up quotes as we speak, but I got a notice from my bank of a receipt of a direct deposit in the amount of $3097.00. I wondered what it was until I logged in to my accounts and saw it was my Federal Tax Refund!   I thought WTF 🤔... so logged into TurboTax and there was no notice of the correction so I jumped onto the IRS site to see if perhaps it was a partial refund. Was there that I found that an error had been made on my return (line 6b $0) and my refund adjusted (luckily I had overpaid my taxes to cover the Social Security Benefits we both collect each month.).😠   Learned two very important lessons from this, NEVER believe a politician nor TRUST TurboTax for an accurate return. Have used TT for several years but in the future will look at other tax preparation sites that gurantees their return with a money back guarantee....

From How do I e-file my tax return?:   1. Open your return and select File. 2. Select Continue next to Step 3. 3. On the We've determined the easiest way to file your taxes screen, make sure e-file is the selected status. If it's not, you can select Change. 4. Continue through the screens to double-check some info before e-filing and transmitting your return.

This situation may occur if you are using a VPN. If so, try turning it off and transmitting through your internet provider directly. If not, try restarting your device and turning your router off and back on.   See this help article for more information about how security software can affect e-filing, downloading and updates with TurboTax and how to resolve these issues.  

Q. What if they made more than the minimum but what if they made more than the minimum but you supplied more than half of there support i thought that is supposed to entitle you to the $500 credit?  I thought that is supposed to entitle you to the $500 credit. A. No $500 credit JUST because you supplied more than half of their support. You must also meet the other tests (see list[s] above).  The primary additional tests are that they are related to you (or lived with you all year) and had less than $5200 (in 2025) income. The rules are different if the person is your "Qualifying child", but even then, support, alone, is not enough.   There are two types of dependents, "Qualifying Children"(QC) and Other ("Qualifying Relative" in IRS parlance even though they don't have to actually be related). There is no income limit for a QC but there is an age limit, student status, a relationship test and residence test. Only a QC qualifies a taxpayer for the Earned Income Credit and the Child Tax Credit. They are interrelated but the rules are different for each. The support test is different for each type. The support test, for a QC, is only that the child didn't provide more than half his own support. The support test for a Qualifying Relative is that the taxpayer provided more than half the relative's support.

The HSA contributions should be included in Box 16.  You can compare your Federal Wages (Box 1) to your NJ State Wages (Box 16). If the NJ amount is higher by exactly the amount in Box 12 Code W (plus potentially other items like 403(b) or 457 contributions), then your employer has already made the adjustment.  If Box 16 already includes it, no further adjustment is needed on your New Jersey wages line.  If Box 16 does NOT include it, you must make the adjustment (this would be extremely unlikely).     Yes, you can deduct for a New Jersey medical expense. They are deductible to the extent that your total medical expenses exceed 2% of your NJ Gross Income.   TurboTax should display a screen for Medical Expenses where your HSA distribution amount ($2,000) is already listed on the first line.

Be sure that you entered the total $8,000 contribution in the Deductions & Credits section, indicating that it is nondeductible by checking the "Yes, make part of my IRA contribution nondeductible".  If that does not work, please post here again.

The issue is not with the information I imported. The issue is with the Turbotax software CORRECTLY DISPLAYING THE INFORMATION I IMPORTED!  The TT software has several bugs this year, some that were not fixed from 2024. I'll be switching to better software from now on.

To report a direct rollover on Form 1099-R, it is necessary to follow a few key steps: 1. Enter the total distribution amount in Box 1 of Form 1099-R. This amount should reflect the total amount that was transferred from the old retirement account to the new one. 2. Enter the code G in Box 7 of Form 1099-R. This code indicates that the distribution was a direct rollover and that no taxes were withheld. 3. Do not enter anything in Box 2 of Form 1099-R. This box is reserved for the taxable amount of the distribution, which is not applicable in the case of a direct rollover.  (if Turbotax red flags box 2 enter zero)  It is important to note that if any taxes were withheld from the distribution, they should be reported in Box 4 of Form 1099-R. Additionally, if the distribution included any after-tax contributions, they should be reported in Box 5.   an indirect rollover must be made within 60 days of the distribution. Likely, the code will be 7 in box 7. this requires you to tell Tutbotax that the amount was rolled over  

Rainman12 is correct. His answer is supported by the Form 1040 instructions for line 1a stating, "Enter the total amount from Form(s) W-2, box 1." I also had the same question this year, and today I spoke with an excellent TurboTax support lady, Irene. She agreed that do not have to submit my W-2. I'm disappointed that TurboTax doesn't handle this situation, and I wasted a lot of time getting a correct answer.

When you enter a stock sale in TurboTax, either Desktop or Online, TurboTax gives you the choice to enter either "covered" (basis reported to the IRS) or "noncovered" (basis not reported to the IRS), along with short-term or long-term, when you choose a Sales Section from the dropdown menu provided.   You can return to any sale to make changes by following these steps:   Select Investments and Savings under Income Select Stocks, Bonds, etc. and then find the 1099-B you need to Edit.  Once you identify the 1099-B to edit, click the pencil icon at the right side of the line item for the specific transaction to edit it.  Choose the correct sales section from the drop-down menu that appears.   See this help article and this tax tips article for more information on entering stock sales in TurboTax.