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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. @DAuman  @jrbunke 

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

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. @user17753181283  @Steve23838  @goldeninla  @NJSIS 

Follow the steps below to view or print your New Hampshire return as follows:   For TurboTax Online:   Open your return Select Tax Tools then Print Center Select Print, save or preview this year's return Check the boxes to indicate your federal and state returns Choose to include Government and TurboTax Worksheets Click on "View or Print Forms" Your E-Filing Instruction Sheet should be the first page In TurboTax Desktop:   Switch to Forms Mode by clicking on "Forms" in the blue bar at the top right of your screen In your left panel scroll down to the bottom of your list of forms 

Generally speaking, if a K-1 does not alter your Adjusted Gross Income (AGI), your deductions, or your ultimate tax liability, the IRS does not require you to file an amended return. A Form 1040-X is typically used only when there is a change to your taxable income, deductions, or the tax owed or refunded.   However, you should keep the K-1 with your 2025 tax records because, even though the minor changes do not affect your current year tax liability, the 20T and 20V adjustments may affect the tracking of your partner basis or suspended losses in the MLP. Therefore, you will need this updated basis information to accurately calculate your capital gains or losses when you eventually sell or dispose of your MLP units.

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to Federal on left or at top (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Estimates - click the Start or Update button When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks. Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording. When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid." Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

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. @Mummy3933  @RAGONYAR  @DhaliLlama  @user17753488946   

This indicates a problem with your HSA account.   IRS records don't match the contributions reported on your tax return (Form 8889). Review your HSA/MSA input forms,  1099-SA, 5498-SA, and W-2 (Box 12, Code W) forms are entered accurately.  Under Federal SelectDeductions & Credits, and Review your HSA entry. The HSA contribution was made, but the accompanying ‌Forms may have been entered incorrectly or it may be missing.

To force the form to generate and request a penalty waiver, follow these steps in the "Federal" section:   Go to Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R). If you have no 1099-R for 2025, you may need to "Start" the section and indicate you did not receive any forms. Continue past the disaster distribution questions until you reach a screen titled "Did You Miss a Required Distribution From Any Retirement Accounts?". Select the type of account.  Enter the total RMD amount that was required for 2025. Enter $0 (or the actual amount taken in 2025) as the amount distributed. On the following screen, indicate you want to request a waiver of the penalty. You will be prompted to enter a "Reasonable Cause" for missing the deadline and to state that you have since corrected the error by taking the distribution in January 2026. 

If you have a TurboTax Online Expert Assist product, you should see an Expert help button in the bottom right hand corner of your screen. Click on that to schedule live help through a phone call or chat.   If you are not seeing the Expert help button and your product (top left corner of screen) does not say Expert Assist, it may be that you are logged into a different TurboTax account than the one you were in when you purchased Expert Assist.   If you are still unable to resolve this issue, you can call TurboTax at 1-800-446-8848 and have a representative look up your order.

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.