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Since this is at the end of the process and you may have already filed, you can review the information at the link below to cancel it.   Actionable Steps: As of early 2026, the primary method for managing or canceling an already-filed, mistakenly opened account is through the Trump Accounts site (click the link). The accounts do not official open until July, 2026 and they will reach out when it's time to activate. At that time you will find out how to cancel it.    @Shye1977 

The Health Savings Account (HSA) section of TurboTax includes information about contributions to the HSA.  Follow these steps:    Go to the Deductions & Credits section. Click the arrow to the right of Medical. Scroll down to the HSA, MSA section. Click Start or Update to the right. Be sure to check the box that you have an HSA account At the screen Let's enter your HSA contributions, the second entry box allows you to report contributions personally made. You are not able to generate an IRS form 8889?  Or you are not able to report an HSA contribution?  Please clarify.  

@user17731520180 If you do not want the credit and do not want to upgrade then click on My Info on the left side of the online program screen, edit your personal information and change your Occupation to Student.  That will remove the credit and the need to upgrade.

You will file as Married Filing Separately You cannot e-file. You will have to mail the return, Use a placeholder number for your husband (like 000-00-0000 or 999-88-9999)  This will complete your tax software, Then replace it with the number with "NRA" on the printed form. 

We cannot see your screen.   However, if it is in red and says tax due, you owe.  If it is in green and says refund, then it is a refund.    If you look at your 1040 form, if the amount is on line 35a, then you would be getting a refund.  If the amount is on line 37, you owe this amount.  Your state form will be different, but it will still generally say amount you owe or amount due if you owe and refund amount if you are getting a refund. 

Yes to your first question - the balance from 12/31 that the system is asking for is as of 12/31 for traditional IRAs in your name only, not your spouse's .  I am a little concerned about the annuities.  Unless they are annuities using an IRA then they don't need to be included here.  Which is to say, if you paid taxes on the money that you put into the annuities before you put it in there then they don't count.   Yes to the second question as well.  It is not a taxable event but it is a reportable event when you roll over an IRA.  The code in box 7 on that 1099-R tells the system that it is a tax free rollover and putting a zero in box 2a is just what you should do.   As far as the electrical credits the requirements are pretty stringent and those are going away after this year.  Whatever credit you decide to take make sure to have all of your documents that back you up ready to go in case anyone asks any questions.  And, based on what you wrote, I would not think your water heater qualifies.  

It depends on your other income and filing status.  You will owe a 10% penalty no matter what (but there are some exceptions).  The federal income tax could be between 0% and 24% depending on your other income, deductions, and dependents.  It might be best to try this tax estimator.  TaxCaster tax calculator   The fact that you will have up to 4 children who qualify for the child tax credit could make a significant reduction in tax, as long as you also have income from working during the year (before and after the break).    Here are three other points to consider. 1. You can withdraw up to $1000 for any family financial emergency, and not pay the 10% penalty.  (You will still pay the penalty on the rest of the withdrawal.)  You don't need to tell the plan this, it will be taken care of on your tax return.   2. You can also avoid the penalty on up to $5000 withdrawn for the birth of a child, but there are two catches.   (a) this only applies to IRAs, not 401(k)s. (b) the withdrawal must happen after the baby is born, it does not count for the exclusion if you make the withdrawal before the baby is born.   So if, instead of withdrawing all the money, you rolled over some to an IRA, and waited to withdraw it until after the baby was born, you would save $500 (10% of $5000) in penalties.    3. If you are unemployed for at least 12 weeks, and received unemployment insurance benefits, and you paid for COBRA health care coverage, then any amount you withdraw to pay the COBRA insurance premiums is also exempt from the 10% penalty.  This is also something you will claim on your tax return, you do not have to tell the plan when you make the withdrawal. 

I am confused why I would pay $69 to upgrade for a $19 credit on my 401K that is the only difference between the “free” and “upgrade” and my refund is almost the cost of the upgrade. So I totally understand your frustration. 

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26    

Dear Leticia, Thanks much for your response. LeticiaF1 (Employee Tax Expert) posted a new reply in Deductions & credits on March 8, 2026 2:03 PM:     Re: WISCONSIN SCHOOL PROPERTY TAX CREDIT   To claim your property taxes you must qualify for the credit, you must be a Wisconsin resident, own or rent a primary home, and have paid property taxes for or rent.  You cannot claim the credit if you are also claiming the Veterans and Surviving Spouses Property Credit.     If you qualify, make sure that you are entering the information properly.  To review your entries,go to your Wisconsin return, then credits and taxes, and then select the School Property Tax Credit.  Once you enter it, there is a summary page that shows all of your Wisconsin credit and taxes.     If after you review your entries the program does not calculate the credit:   Go out of your program and go back in. Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.   Those instructions followed did not correct the issue to provide entry of the $300 credit due in TurboTax.  

TurboTax can only give an estimate for when the refund will be issued.   Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   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 IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds 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_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.