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I've already entered my W2 info, and when I go back to the hSA section, it only allow me to enter more employer contributions, and my own Archer MSA contributions.
The Reject Code I receive is this - F5695-096
It shows that I need to fix my last name, which I do, but it won't fix it.
I have the same exact issue.  TurboTax always makes this a bit painful.  But this year it seems they forgot the room and board prompt.  Similar to others on this thread, I get the books prompt, but n... See more...
I have the same exact issue.  TurboTax always makes this a bit painful.  But this year it seems they forgot the room and board prompt.  Similar to others on this thread, I get the books prompt, but nothing for room and board.  Seems like an error.  
Replaced my heat pump and noted along with the correct QMID - my federal return was rejected and received these errors - what does this mean?    I have double checked all entries on form 5695 and i... See more...
Replaced my heat pump and noted along with the correct QMID - my federal return was rejected and received these errors - what does this mean?    I have double checked all entries on form 5695 and initially I think had a 0 in the wrong box - I received this suggested fix - why would I need to wait until February 13, 2026?   Let's take a look at your return Description of error: If Form 5695, [ 'CostAmt' in 'MostExpnsElecGasHtPumpGrp' from 'HtPumpWtrHeaterBmssStoveBlrGrp' from 'EgyEffcntHmImprvCrGrp' ] has a non-zero value, then [ 'QMID' in 'MostExpnsElecGasHtPumpGrp' from 'HtPumpWtrHeaterBmssStoveBlrGrp' from 'EgyEffcntHmImprvCrGrp' ] must be present unless a binary attachment or [GeneralDependencySmall] with description beginning with "Substantiate QMID" is present in the return. What needs to be done: This return cannot be filed at this time due to a processing error that will be corrected on February 13, 2026. On or after this date please log back into the product and get the latest updates (TurboTax Online does this automatically). Then revisit the Federal return, run through review and re-transmit the return. If the reject continues, you may want to file this return via U.S. Mail: print and mail it to the appropriate taxing authority.
i have some additional questions. i did send form 3520 the year after i inherited the property. i dont believe i reported that the property was  technically inherited with my sibling. now that the pr... See more...
i have some additional questions. i did send form 3520 the year after i inherited the property. i dont believe i reported that the property was  technically inherited with my sibling. now that the property will be sold (2025), do i need to file (mail) the 3520 again?  also since the profits is split with my sibling, is the step up basis also split in half for the calculation?  and finally, we are paying the real estate agency fee for the sale of the property, can that be added to the step up basis to increase it essentially reducing the capital gains amount?  thank you!
I make estimated state income tax payments during the year as my pension does not make state income tax payments. Been through the state section numerous times, can't find it. Turbotax had a "enter ... See more...
I make estimated state income tax payments during the year as my pension does not make state income tax payments. Been through the state section numerous times, can't find it. Turbotax had a "enter estimated tax payments made" section last year. Without it state won't work for me.
Getting this error on all my assets:   Form 4562 Depreciation Options - Asset Entry Worksheet (Asset Name): Qualified Prop 100% & 50% should be blank. This asset is not qualified property for the s... See more...
Getting this error on all my assets:   Form 4562 Depreciation Options - Asset Entry Worksheet (Asset Name): Qualified Prop 100% & 50% should be blank. This asset is not qualified property for the special depreciation allowance.   All these assets are carried forward from my 2024 tax return
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i inherited my mothers apartment overseas in 2023 with my brother. we are selling it this year and splitting the proceeds. i know this will be worked on 2027 taxes but trying to get ahead of things. ... See more...
i inherited my mothers apartment overseas in 2023 with my brother. we are selling it this year and splitting the proceeds. i know this will be worked on 2027 taxes but trying to get ahead of things. i will receive my split of proceeds which is over $100K which will be deposited into my foreign bank account and then i will transfer it to my US bank account. i know i will have to file different forms but my main question is if  the step up basis is calculated as half since i am splitting with my sibling same as the proceeds (my half) for the calculation of the capital gains? also we are paying fees for the sale to the real estate agency overseas, can i include that to up the step up basis reducing my portion of profit for the capital gains calculation? also can you confirm what all forms will be needed? i have done research but want to confirm i am not missing anything. thank you
I tried every method, but nothing was working. For some reason, a different box was highlighted and I couldn't fix that. I had all of the information correct, but since the extra box was highlighted,... See more...
I tried every method, but nothing was working. For some reason, a different box was highlighted and I couldn't fix that. I had all of the information correct, but since the extra box was highlighted, it read it as input. I deleted the W2 and did it again and it worked perfectly.  Thank You for your input.