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If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return. @user17753302977 

The IRS issues most refunds from e-filed returns in about 21 days, although some returns take more time to review. To check the status of your refund:   Check your e-file status. If it's been accepted, track your refund at the IRS Where's My Refund? site. You'll need your Social Security number or ITIN, filing status, and the exact amount of your refund to check your status, which you'll find on the first screen after signing in to TurboTax. If you mailed your return, wait 4 weeks after mailing your return before using the tool. If it's rejected, fix your return and file it again. If it's pending, wait until your return is accepted.   If it's been more than 21 days since your e-filed return was accepted, you can call the IRS directly to check on your refund status.   Go here to track your state refund.  

If you're trying to enter investment income from Zions Bancorporation NA, pick your product below for the instructions- TurboTax Online navigating steps: Tax Home Federal Income Investment and savings TurboTax Desktop navigating steps: Federal Wages & Income Select I'll choose what I work on Investment Income From there, you can choose your annual statement type, such 1099-DIV, 1099-B, 1099-INT and so on. Do you have a more specific tax question related to income from Zions Bancorporation NA that you could share here? More detail would us help provide better assistance.

Your impairment-related work expenses were first calculated on Form 2106 (Employee Business Expenses). The expenses were then transferred directly to your Schecule A, Line 16.   If you are using TurboTax Desktop, change to Forms Mode at the top right and then select Form 2106 from the right-hand panel.   If you are using TurboTax Online, you will need to finalize payment prior to viewing the form.   To print and save all forms:   Go to Tax Tools on the left hand panel inside of TurboTax Click on the down arrow and scroll down to Print center Click on Print Center and select Print, save or preview this year's return If you have not yet paid, you will be guided through the payment process first Note: Ensure you have not double-dipped by entering the same expenses under medical expenses on Schedule A, Line 1

To fix this, you should delete your Form 1099-B and re-import it again.  You can also enter your form manually.     To delete your Form 1099-B:   Open your return Go to Tax Home Select Tax Tools in the left menu Click on Tools A pop-up will come out called Tool Center Select Delete a form Select Delete next to the Form 1099-B that you want to delete To import it again:   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  Enter your financial institution's credentials to sign in, and follow the remaining screens to re-import your 1099-B forms. Be sure to re-import only the forms that you deleted previously. If you made adjustments after your original import, you will need to re-enter those as well. If you want to enter it manually, follow the steps above and select Skip Import, then follow the remaining screens to manually add your 1099-B data.  

Yes you are correct. I remember how confused I was when I saw that. I also did trial and error that’s when I noticed the question that was on the form “keep for your records “ full tax exempt. Upon checking the box it correctly came up with the right amount and made all the correct entries.  thanks  Lou

Namaste @pk ji,    Thank you for the reference pointers and detailed responses. For,  b) 1. Correct, highest value at any given time in my NRE account was 72,000 USD. Although this was temporary and lasted 2-3 days until I made payment to builder from my NRE account.    b) 2. To clarify, all the payments that I made to the builder went from my NRE account only. Just that before I made the first payment, my NRE account max (which is also maximum account value for 2025) was 72,000 USD. When I made subsequent payments from US Bank account to NRE account to Builder, the maximum account value in my NRE account was always less than 72000 USD.   Example as below:  For first payment milestone,  -- Initial NRE account balance = 2k USD -- Transferred 70k USD from US to NRE account,  -- New NRE account balance = 72k USD -- Transferred 70k USD (1st installment) to builder's bank account from NRE account -- Final NRE account balance = 2k USD    2nd payment milestone (few weeks later) -- Initial NRE account balance = ~2k USD -- Transferred 30k USD from US to NRE account,  -- New NRE account balance = ~32k USD -- Transferred 30k USD (2nd installment) to builder's bank account from NRE account -- Final NRE account balance = 2k USD    3rd, 4th, 5th payment milestones of 20k USD transfers each time and in a similar manner as above. In the process, I transferred ~160k USD from my US account to NRE account and subsequently to the builder's account (5 different transfers / payments).    b) 3. All payments to builder was only through my NRE account. When I mentioned direct payment to builder, I only meant, there was no other intermediate account like a trust, partnership etc., Just direct transfer from my NRE account to Builders Bank account.    b. 4) Residual value of NRE account on 12/31/2025 was ~4k USD and I am US Resident Alien for Tax purpose.    c. 1. Yes, understood. I will file FBAR but still I would like to understand what should be the maximum account value to be considered? Should it be 72k USD or should it be ~160k USD?    c.2. Thanks, similar question as c.1 about the maximum account value to be considered? If it is 72k USD, then I understand Form 8938 is not needed. But if it is ~160k USD, then I need to file form 8938. Can you please advise which value to consider?   >> My question here would be  how the  builder/developer/promoter held the "payments made" -- is it in a pool or was it held segregated?   Consolidated amount of 160k USD that I made as payments are held in Builder's bank account, usually referred to as Collection account. This is not a trust nor is there a partnership involved nor I have my name as beneficiary. It is entirely builder owned bank account to which I make the payments.    Thanks again for detailed explanations, it is mostly clear to me except for few follow up questions as above.         

If you itemize deductions instead of taking the Standard Deduction you can deduct SALT - State and Local Tax up to 40,000.   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 for your 2024 tax return Or a 2024 state refund you applied to 2025 counts as an estimated payment 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.