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If you did not claim an itemized expense for it in 2024, do not report it as income because you had no tax benefit.  Even though you reported this on your Arizona return, the deduction only matters if it actually reduced your taxable income, and it didn't.    Arizona medical deductions are tied to your federal itemized medical expenses. If you didn’t itemize federally, then your medical expenses did not flow through Schedule A,

I have the same problem with TurboTax Deluxe Online.  It appears that even though I did not enter any payments or withholding information for 2026, it used the withholding information from 2025 when calculating 2026 estimated payments.  This caused the vouchers for 2026 to be way too low to avoid penalties in 2026.  

Yes, for that part of the year that you were resident in Colorado. See line 31 on form 104PN.   It does not matter what state you were in when you took the distribution, only that you resided or had income in Colorado for at least part of the year.

This was working so well before your multiple updates. I should not have to save as a print pdf and then print it. It seems the prices of the product should give me a better experience and not one of going backwards. Please fix or at least restore the program. And please stop upselling the Acrobat product.  

TurboTax may think you’re trying to claim a deduction for an expense already paid with tax-free HSA funds.    Why the Software is Redirecting You When you have a 1099-SA, it means you took money out of an HSA or MSA. The software needs to reconcile those distributions before it lets you list itemized deductions on Schedule A.  You cannot itemize medical expenses that were paid for using HSA funds. Since HSA funds are already tax-free, the IRS doesn't allow a second tax break on that same dollar.  The 7.5% Threshold: You can only deduct out-of-pocket medical expenses that exceed 7.5% of your Adjusted Gross Income (AGI). If your total expenses (after subtracting what the HSA covered) don't meet this floor, the software might be trying to tell you the deduction won't count anyway. How to Break the Loop To get past the 1099-SA screen and into the Itemized Deductions section, try these steps: Complete the HSA Section First: Ensure you have finished the "Medical" or "HSA" interview completely. You must confirm that the 1099-SA funds were used for "Qualified Medical Expenses." If there is an unmatched amount or a penalty hanging, the software won't let you move to Schedule A.  When you finally get to the Medical Expenses entry screen, do not include the amounts paid by your HSA. Example: If your surgery cost $5,000 and your HSA paid $2,000, you only enter $3,000 as an itemized deduction.   Check for a "Form View" (if using desktop software): If you are stuck in a loop, switch to "Forms Mode" and look at Form 8889 (HSA) and Schedule A. Sometimes seeing the specific line that is triggering the error helps you realize which box is missing a checkmark.   Before you spend too much time fighting the software, do a quick manual calculation:   Take your AGI (e.g., $60,000). Multiply by 0.075 ($4,500). Are your non-HSA medical expenses higher than that number? If you answered No, the software may be looping because this deduction doesn’t change your return. It should let you know instead of sending you back to the 1099-SA.

Thanks... the estate filed its required forms.  I'm just trying to account for the money I received out of the sale of house through the estate. and to note,  there is some capital gains on the house sale, my portion of the capital gains is like $30k.  So that's the income I'm trying to enter using TT Premier.   

I have been following this post as I had less than $5 of foreign tax paid in 2025, which results in no credit to be taken on my 2025 return. It does result in a small carryover to be tracked for 2025 and to add to my 2024 FTC carryover to use in a future year.  In 2024 I had the same situation and the Form 1116 and F1116 Schedule B were automatically filed (without checking various boxes).  I tried the various check boxes above. Form 1116 (not F1116 SchB) and 6251 show in the forms view but not when looking at forms that will be filed.  How can I fix this as this is the only issue keeping me from efiling.

Was the email from the IRS or from TurboTax?   If it was from the IRS, then it is definitely a scam, because the IRS always mails a letter in this situation.   If it was from TurboTax, then it is likely to be a scam because we have no automated way of determining duplicates.   Is it possible that you use expert help at TurboTax, and that this is an email from a person? In this case, you should review your 2024 return to see if there were duplicates, and if so, amend the return.

It makes sense that one would need more information to recommend which version is best, depending on each of our situations.   I guess I should have asked if it is possible to use another person's desktop version on a different computer by using the code? So if someone purchased the desktop version and only filed one return, could their ex-partner use the same version on a different computer?

I came across this same issue, I tried multiple Bank of America accounts and kept getting stuck. I tried another bank and it allowed me to proceed. Seems like theres an issue with the BofA routing number.