All Posts

We need more information so we can clarify the situation. Did you go back through My Info to see what you posted? Is Ariel a relative? Where'd she live and for how long? How old is she? Did she earn any income? Did you provide over half of her expenses? The IRS General Rules for dependents See the full rules for a qualifying child  

You can connect with a TurboTax Live expert directly from your return.   Go into the tax return. 1. Select Expert Help 2. Connect with Expert Help in the chat window to start a live session.    You’ll have the option to share your screen so the expert can review everything with you in real time. If you’re using the mobile app, you can access Expert Help there as well.   TurboTax Online Live Assisted Review TurboTax Desktop Live Tax Advice

I have always adhered to the process stated above, and have had success. However: I ‌agree with @dmertz that the IRS is probably not going to evaluate the 8606 on the current tax return. I have no idea how long the IRS maintains records.   I'm sure it's in excess of 10 years However, unless it's an extreme circumstance I don't think they would go back that far. @BTRR 

@JohnB5677 - I appreciate your replies!  Many thanks!  Please know I'm not trying to start an argument here.  I'm just trying to make educated decisions about how I should proceed.  Given this, I'd appreciate your thoughts on dmertz's reply to this string.  Especially with respect to (1) how the IRS does/doesn't chronologically track 8606 basis, and (2) does the IRS have any clue as to what transpired more than 10 years ago?   Please advise.  Many thanks!

If you are single and have a dependent, you can still be considered single and claim the dependent without claiming head of household.  The support test is what is different.     Having a child allows you to claim the child as long as THEY DO NOT provide over half of their own support for the year (assuming they otherwise meet the criteria to be claimed as your dependent).     To claim head of household, YOU must provide over half of the cost of the upkeep of the home for you and your dependent.  This means, if you have a child and you live with your parents who pay most of the bills, you wouldn't qualify for head of household, but you would still be able to claim your daughter.   If this is NOT the case and you DO provide over half of the cost of maintaining a home, then you will need to go back through the personal info section and double check your answers to be sure you answered them accurately.     To file as Head of Household, you have to: Pay for more than half of the expenses for a qualifying household Be considered unmarried on the last day of the tax year or if married not have lived with your spouse at all for the last 6 months of the year Have a qualifying child or dependent

@skanouse the W-2 entry is correct.  that is not the issue.    in the desktop version, it's under Medical and then HSA - that is where the contribution question is.  Sounds like it needs to be zero. 

You don't need an ID or license to E-file a Federal tax return.  You can skip those fields. However, it may be needed for a state return. If the system requires an ID, you may need to print, sign, and mail your return instead of e-filing. 

Yes, I am fully aware of the nature of the problem. The issue is that I cannot fix it.    I have tried everything I have found on these forums going back to 2019 and cannot get back to the screen where this question appears to change my answer. I've deleted my W2, cleared the cache, logged out, logged in, re-imported my W2 and NOTHING WORKS.  I'm on the verge of deleting my entire tax return and starting from scratch, wasting the six hours I have already spent entering my taxes.    They need to change the question to make clear that it is referring to post-tax contributions. The question was something like "Does box 12 include HSA contributions made by you or your employer?" Of course the answer would appear to be yes. But it should be no. That is ridiculous.

To connect a person for your account issues,  Call 1-800-446-8848 (or 1-800-4-INTUIT).  Support is available daily from 5 AM to 9 PM PT.  You can also try reaching out via the Intuit Contact Page. 

I am assuming you mean, your mother claimed you as a dependent on her return.  When you say half of the year, does that means you lived with her for half of the year?  Depending on who provided OVER half of your support for the year determines who can claim you.  It is not done per half of year it is calculated for the entire  year.   So, if you graduated from College in May and moved out in June and fully supported yourself from that point on, it is very likely she cannot claim you as a dependent and she would need to amend her return to remove you.     If however, YOU did NOT provide over half of your own support for the year, then you can change your return by going to the personal info section, and selecting edit, then selecting that someone else can and will claim you on their return this year.    To claim someone as a Qualifying Relative, they must be: Your child ( including step children, adoptive children and foster children) or a descendent of them Your sibling (including half siblings) or a child of your sibling or a sibling-in-law Your parent or grandparents, including step parents and in laws Any other person that lived with you for the entire tax year Not a qualifying child of another taxpayer Someone that you provided over half of their support for during the tax year Has less than $5,200 in income (not counting social security)   The following criteria must be met to claim someone as a qualifying child: Your child (including adopted and foster children), your sibling, or a descendent of any of them. Age 18 or younger at the end of the tax year OR under 24 (and younger than you and your spouse) if they are a full-time student or any age if they are totally and permanently disabled Lived with you for more than 6 months during the tax year They did not provide more than half of their own support (social security does not count) They did not file a joint return, unless it was to claim a refund

@user17753567941    The Second Lowest Cost Silver Plan (SLCSP) premium in column B of your form 1095-A is incorrect if:   Part III, Column B has a “0” or is blank for any month someone in your household had the Marketplace plan You had changes in your household that you didn’t tell the Marketplace about — like having a baby, moving, getting married or divorced, or losing a dependent   If either applies to you, you’ll use the government's tax tool to get the premium for your second lowest cost Silver plan and fill that cost in column B of form 1095-A. Failure to do this will result in a wrong calculation of the premium tax credit.    

You are a genius!  Many, many, many thanks!  I don't know how you figured this out.  But, I am very grateful 🙂    I have been using Turbo Tax (TT) for as long as I can remember and paper forms before that.  I have never encountered an issue like this.   After a stressful and frustrating weekend, checking and rechecking my numbers, and trying different things, your instructions worked for me as well.  It appears that checking the "Different Plans" box changed and corrected the Smart Worksheet at the end of Form 8889-T.   I hope that Turbo Tax fixes this soon, with the deadline fast approaching,  for other tax filers who may be encountering this same issue.   Regards

The Second Lowest Cost Silver Plan (SLCSP) premium in column B of your form 1095-A is incorrect if:   Part III, Column B has a “0” or is blank for any month someone in your household had the Marketplace plan You had changes in your household that you didn’t tell the Marketplace about — like having a baby, moving, getting married or divorced, or losing a dependent   If either applies to you, you’ll use the government's tax tool to get the premium for your second lowest cost Silver plan and fill that cost in column B of form 1095-A. Failure to do this will result in a wrong calculation of the premium tax credit.