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I have the same situation and did not make the changes initially recommended by the Intuit representative that zeroed out the penalty on form 5329-T.  So as of now the penalty appears correctly on 5329-T and I really don't want to falsely indicate on form 8889-T that I had a high deductible health plan in 2025 because I did not have one.    Form 8889-T lists my excess contribution in the Line 2 Smart Worksheet box on Line B and Line D. It also lists my excess contribution correctly on Line 2 of the form.    Line 18 Smart Worksheet also lists out the details from 2024 that led to the excess contribution (i had a HDHP family plan only in Jan and Feb. of 2024)   Can Intuit fix the review design so this does not get flagged as an error? What happens if I ignore the intuit review error and submit as is?

If the IRS adjusted your refund, it's likely because of an income mismatch (The amount that your employer reported as your wages to the IRS is different than what  you entered into TurboTax), you have unreported income, or discrepancies in tax credits (like the Child Tax Credit) compared to official records. It could also be due to a debt offset for unpaid taxes, child support, or student loans. See Reduced refund.   You should receive a notice like a CP12 or CP21B notice explaining the changes that they made. This notice explains the changes made to your tax return, including errors, payment adjustments, or tax credit changes, and will arrive within a few weeks of the adjustment     Wait for this letter to confirm the reason why they made the adjustment to your refund. If you agree with what the IRS reports, you do not need to take further action, as the IRS has likely  automatically corrected the error. If it was due to for example forgotten income (like a W-2 or 1099 missing), you may need to file an amended return (Form 1040-X) if the IRS didn't already fully correct it.  Your notice should explain what to do.   Follow the instructions in your letter to provide additional information if requested. If you disagree with the letter, you can send a written explanation to the address listed on it.   If you have an IRS.gov account you should be able  to view your adjusted account transcript on the IRS website.  You can use this link to create an online account Online account for individuals if you do not have one.     Click here for What to Do if You Get an IRS Notice Please return to Community if you have any additional information or questions and we would be happy to help.  

The tag below your question says you are using TurboTax Online. In TurboTax Online you cannot make any entries directly on the forms. Everything has to be entered in the question-and-answer interview. Just proceed through the questions in the Foreign Taxes section. Most foreign taxes come from Form 1099-INT, Form 1099-DIV, or Schedule K-1. You should enter any forms that show foreign tax paid before you go to the Foreign Taxes topic.  

You can add the capital loss carryover in TurboTax Online by following these steps:   Go To Federal > Income > Wages & Income Summary Find Capital Loss Carryover and Add/Edit Choose Edit on the top right of the summary and enter your carryover information

i spent a whole week on the phone with turbo tax no one could get me a person to cancel the check or re issue or re try direct deposit.  from cross creek that was suposedly sent to me that i never recieved.  turbo tax said a check was sent over a month ago. no one can help me and I get hung up on. ill never use turbo tax again and plan on filling a lawsuit for the 11k they stole from me.

This is because the state of Minnesota has safe harbor rules that can help alleviate underpayment penalties if you paid at least 100% of your prior year tax liability with your current year estimated payments (Section: How do I avoid the penalty?).    This is a good rule of thumb to follow when deciding how much to pay each quarter - start with last year's bottom line tax number, and divide by 4.  (You should also be in the clear if you paid at least 90% of the current year tax with your withholding or estimates throughout the year.)   Print your 2024 tax return PDF, and use the tax liability amount on Line 19. (This line doesn't say tax, it says "Add lines 17 and 18", but that's the number to use.

You can expect your federal tax refund to be subject to a Tax Offset.   If you owe money because of certain delinquent debts, the IRS or the Department of Treasury's Financial Management Service (FMS), which issues IRS tax refunds, can offset or reduce your federal tax refund or withhold the entire amount to satisfy the debt.   If you owe federal or state income taxes your refund will be offset to pay those taxes. If you had other debt such as child support or student loan debt that was submitted for offset, FMS will take as much of your refund as is needed to pay off the debt, and send it to the agency authorized to collect the debt. Any portion of your refund remaining after an offset will be refunded to you.   How do you know if your taxes are going to be taken? The IRS provides a toll-free number which you can call, go through the automated prompts, and see if you have any offsets pending on your social. Their number is (800) 304-3107.  Please note, due to federal law, the IRS cannot give out any information related to Federal Tax Debts on this automated line, only offsets from states and other delinquent debts.

Thank you for the response.  1.Are you each/both US person ( citizen/GreenCard) ? Yes, both my husband and I are citizens.  2. If  the answer is  "Resident for Tax purposes"  , then which country are you from ?  Did your visa expire ?  How long were you here for ?   My husband and I have lived in the US since 2018. I am a born US citizen, my husband received US citizenship in 2023. We were both working in the US until August 2025.  We moved to NZ in Oct 2025.  By NZ standards, we are considered tax residents in NZ when we have a permanent abode, which we could say is the day we moved here Oct 23rd (we moved in with family) or Nov 24th (when we started our lease).  3. When did you enter NZ ?  We entered NZ Oct 23, 2025.  4. Do you have significant connection to the US -- own home etc. ? We do not own a home in the US. Our connection to the US would be family and our citizenship.  I'm reading on the US IRS site that to qualify for FEIE I need to be "a U.S. citizen who is a bona fide resident of a foreign country or countries for an uninterrupted period that includes an entire tax year." I received my NZ permanent residency (NZ immigration status) in Oct 2024, but we did not move here until Oct 2025 (NZ tax residency status).   I used the Interactive Tax Assistant (ITA), and it said I could qualify for an extension if I need the time to meet either the bona fide residence test or the physical presence test to qualify for either the foreign earned income exclusion or the foreign housing exclusion or deduction. You should request an extension if all four of the following apply: You are a U.S. citizen or resident alien. You have foreign earned income. You expect to meet either the bona fide residence test or the physical presence test, but not until after your tax return is due. Your tax home is in a foreign country (or countries) throughout your period of bona fide residence or physical presence, whichever applies. Based on that, it is unclear to me if I will qualify for FEIE this year or have to wait another tax year i.e. what does the US consider to be a bona fide resident, the immigration status resident or tax resident? - If bona fide residency is based on immigration status, then I would meet the 1 tax year qualification. So I would qualify for FEIE now.  - If bona fide residence is based on tax residency status, then it would be a year from Oct 2024 and an extension would just be short... the extension filing would give me until Oct 15, 2026 "Your tax return will be considered timely if filed by 10/15/2026." Thanks for all your help on this.