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But TurboTax asks about the HDHP plan and not whether we had HSA/FSA. Technically, we both were covered in an HDHP family plan throughout the year. It's just that I had an FSA account from Jan-Nov, so that disqualifies having an HSA account. But irrespective of HSA/FSA, we were still covered by an HDHP plan for the whole year. Maybe I am getting confused.

It depends. For elimination of late filing fees as an employer, you could report his income as self employment for 2025, then be sure to get him on the payroll for 2026. Keep in mind the self employment income will be the net income and not the gross income to use for IRA contributions. Excess contributions would cause tax repair to say the least. Example: Your self-employment income for an IRA deduction is your net earnings, which is your net profit (from Schedule C or F) minus the deductible portion of your self-employment tax. Review the following information so there are no surprises for you: IRS Family Employees   @viperdbr 

Subtracting retirement plan contributions from 1099-NEC income on Sch C is not done for either traditional or ROTH. Both retirement plans must pay SE tax on full business income after expenses.  Sch C line 19 is for common-law employees when you make contributions to their retirement plans. You do not use Sch C line 19 since you are the owner.   Pre- tax dollars vs after tax dollars and how the income flows. Pre-tax traditional 401k: The employer contribution to the retirement plan is subtracted on Sch 1 under self-employed qualified plans. The employee contribution is reported on the same line 16 on Sch 1. Taxed as income later - when withdrawn. After tax ROTH 401k: The income must be taxed before it can be contributed. No deduction taken on Sch 1 so income is taxed and available funds to contribute to ROTH 401k. 1099-R is used to report the contribution to retirement plan, It is not taxed since rollover code G is used. You are taxed once on the income.  ROTH 401K To file the 1099-R (boxes not mentioned are left blank): Box 1 Enter total employer contribution Box 2a enter same as box 1 Box 5 is blank Box 7 code G Not an IRA/SEP/SIMPLE -solo 401K is a qualified plan, not an IRA for this purpose. Your employee contributions are not reported on your tax return since they are after tax dollars. @user17743627688 

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

TurboTax has no control over Federal or State processing of returns.   However, you can check your State status on this site: Click on your state on the map.  Check your state tax refund status  

Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.   If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...

If you identify the source of the Schedule 1 adjustment on the "mock" Federal return and it produces the correct result, it may be acceptable. From your description, I can't tell why California didn't accept your RDP Recomputed Federal AGI Worksheet adjustment for 2023. The instructions in Pub 737 state you can use either the RDP adjustments worksheet or a proforma Federal Form 1040 to recalculate your RDP adjustments.    I suggest contacting the Franchise Tax Board for clarification before filing.   From the Instructions for California RDP Adjustments Worksheet from FTB Publication 737– Recalculated Federal Adjusted Gross Income Part I Income Adjustment Worksheet Section A – Income Columns A, B, and C   If you have RDP adjustments, you will need to recalculate your federal adjusted gross income (AGI), before completing your California income tax return. You may use either one of the following methods: 2. Complete the California RDP Adjustments Worksheet – Recalculated Federal Adjusted Gross Income (included in this publication). 3. Complete a pro forma federal Form 1040 using the same filing status used on your California tax return. A pro forma federal Form 1040 is a federal tax return completed in the same manner that a married couple would report income and expenses. The pro forma federal Form 1040 is used only to assist you in completing your California tax return. DO NOT file the pro forma federal Form 1040 with the IRS.   Line 1h – Other earned income California allows an exclusion from gross income for employer-provided accident or health insurance, and medical expense reimbursement for RDPs and their partner’s dependents if they were not previously deducted. Enter the amount included in federal income as a negative number on line 1h, column C.    

Yes, the important thing is what type of coverage you had on the first day of the month.   When your spouse (in fact, both of you) do the HSA interview, when your spouse is asked "What type of HDHP coverage did (spouse) have in 2025?", you answer, "different types at different times of the year".   The next screen will show each month. You will enter None for Jan-Nov, and then Family for December. This will enable TurboTax to use the last-month rule, and make the contribution work.    NOTE: if you do this (which is logical), you must keep HDHP coverage all through 2026. If you don't, there will be a process to recalculate your HSA contributions for 2026...could be big, but not fatal. I don't want you to think that you shouldn't do the last-month rule (which is what your question is referring to), but to just be prepared if you somehow lose the HDHP coverage in 2026.

Here are the steps to post a Form 1099-INT. If you follow these steps and still can't enter your information, contact us again with any additional details. Under Federal Select Wages & Income,  Scroll to Interest and Dividends, and  Choose Interest on 1099-INT On the import screen select Enter it Myself. Choose [+ Add Investments] Post the 1099 You can view the TurboTax article at Filing Tax Form 1099-INT: Interest Income  

What your screenshot is showing is just a generic categorization of all capital gains and losses on the summary page.  Even though the land was not reported on a 1099-B, when you enter it as ThomasM125 suggested, it will be reported on the Form 8949 using the information and description that you gave it in TurboTax.  The tax treatment of a sale of land is the same as the sale of stock - both are subject to taxes on gains and both can be categorized as either short term or long-term gain.  The 8949 will also report this on Form 8949 with Box C checked for short-term or Box F checked for long-term.  Both of these boxes pertain to transactions that were not reported on a Form 1099-B or a Form 1099-DA.

It depends. This is not something that I have seen identified earlier. To be sure there is no background debris, I would first suggest to remove your information for the 2026 estimated tax and then follow the steps below after your close your return..   Try clearing the cookies and cache because handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options. How to clear your cache Once this is complete open your return and try again.   If you should experience the same result, you can print the Forms 1040-ES and enter the number you believe you should pay each quarter based on the information you know that will change.  If you want you can print forms for your use.  IRS Form 1040-ES 2026

To resolve the review message, return to Federal >> Wages & Income >> Schedule K-1 and edit the K-1 that reported Section 199A info. You should have received Statement A (QBI Pass-Through Entity Reporting) with Schedule K-1 that provides specific information for Line 20 Code Z.   When entering your K-1, check that it has Box 20 Code Z. You don't need to enter any amount for Code Z.  Continue with the interview (this may be several screens later) until you see "We see you have Section 199A information." Check the box that applies (usually the first option - income comes from this partnership). On the page "We need some information about your 199A income," be sure to check the first box and enter at least one type of income. Check any other boxes that appear on Statement A and enter the related amount. Be sure to complete the entire interview, especially the question "Do you want to provide more info about [partnership] in case it's needed later?" You are not finished until you return to the K-1 summary page.

@16Rally , In another thread,  @DawnC from TT states that this is a known issue (the Form 7220 requirement, and presumably the 30% calc not working in Section VI for solar panel systems) that they're working on, but that paper filing will still be required due to the attachment to certify that the system meets the 30% requirements due to being < 1 MW. Another user said they were told it may not be fixed until after 4/15. However, Form 3468's instructions (for Parts II-VII) state that we can separately mail in that attachment using transmittal form 8453, so I'm really hoping that they follow that and allow e-filing: If you are an individual and file electronically, you must send in a paper Form 8453, U.S. Individual Income Tax Transmittal for an IRS e-file Return, if attachments are required for Form 3468.