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That sounds very confusing.  Remember that the family plan limit is shared -- you can divide it between the two of you but your combined total can't be more than either of your individual totals.  in other words, if you were covered by a family plan for the whole year, your combined maximum is $8550 total, not $8550 each.   Or, if you each had single covered from January to June and switched to family coverage in July through December, your individual limits would be $6425 (or $8550 if you use the last month rule) but your combined contribution can never be more than $8550.   For which months were you covered by a single, or family HDHP?  (Covered means you are covered by the plan, even if you are not the subscriber.).   How much did you contribute?   For which months was your spouse covered by a single, or family HDHP?  How much did she contribute?   Are either of you over age 55?

I am having the same issues. I was fully covered by HDHP for 12/12 months in 2024 and maxed out 2024 HSA contributions. For 2025, I was only covered by HDHP from Jan-Sept, so I only contributed to HSA for 9/12 months in 2025. For some reason I am being required to claim additional income from 2024 because of the last-month rule for 2024. It seems that turbo tax believes I was only covered 11/12 months in 2024 even though I have selected that I was covered for 12/12 months (and answered this during 2024 return).    edit: when doing the HSA interview, my HDHP coverage for the month of January 2024 is set to "none". Changing this to "self" using the dropdown menu does not fix the issue. I am using TurboTax online and don't have access to Forms mode.

You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X you need becomes available in late February,  But wait until your return has been processed.

Oh, thank you - I just looked at my own 8606s and 5498 and the $8000.05 (the 5 cents didn't even get entered) I converted in 2025 was from the $8000 I deposited in January for *2024* contribution, so I bet he did the same thing because he got a 1099-R for $8004.37 and I got one for $8000.05 for 2025 conversions.  So actually, we haven't made 2025 contributions yet!  I'll have to ask him for his 5498 to confirm that his contribution in early 2025 was actually made for 2024 and that he didn't make another.   My 8606 for 2024 filed in 2025 shows the $8000 contribution made early in 2025 (I just looked and it was January 30) for 2024, converted a few days later for $8000.05 and I had no prior basis, but I did have $1000 left in my IRA on 12/31/2024 so line 10 was 0 and all my conversions were taxable in 2024 so line 14 basis became the $8000 I'd contributed in January.  Therefore this year line 2 is $8000 but he and I both have to contribute $8000 more for 2025 before we file.  Once I do that, my basis will be $16000 and his will be $16001 his $8004 will not be taxed and I'll be able to subtract $16000 from my 2025 conversions.

It is likely to be the One Big Beautiful Bill Not tax on Overtime, but it is a good idea to check with your employer to verify.  If it is Overtime, then it should show the premium amount in that box.  If it shows your full amount of Overtime (you can determine this by comparing it to your last pay stub of 2025) you will need to walk divide it by 3 if you are paid time and a  half for overtime or by 4 if you are paid double time.  The premium is the .5 over your regular hourly wage.     If you do not want to do the math, after you enter your W-2 and select Overtime for the box 14 drop down then hit continue, you will be asked a few questions about the overtime and if you know how much or if you want TurboTax to help you calculate it.   To qualify the following must apply: You must be a non-exempt employee eligible for Overtime under the federal Fair Labor Standards Act The Overtime must be on hours worked OVER 40 hours.  (if you live in a state where OT pay is required after 8 hours, this does not apply) Overtime must be paid at more than your regular hourly rate.   Only the .5 amount that is over your regular hourly rate is deductible.  For example,  If you make $30 per hour and are paid OT at $45 an hour, you can only deduct $15 per hour as overtime deduction. Your filing status cannot be Married Filing Separately The amount is limited to $12,500 if single and $25,000 if Married Filing Jointly.  Your income must be less than $150,000 if you are single or $300,000 if Married Filing Jointly. 

We anticipate the depreciation calculations within the software should be updated after February 13, 2026. Our tech team is working hard to release the updates before that date.    Please be aware that this update will affect depreciation for Schedule E (Rental Properties) only. Schedule C (Self-Employment) was updated previously and should be working in all versions of TurboTax.

If you are age 65 or older and meet the requirement, the additional deduction is automatically added on your federal tax return.   Standard deductions for 2025 Single - $15.750 add $2,000 if age 65 or older Married Filing Separately - $15,750 add $1,600 if age 65 or older Married Filing Jointly - $31,500 add $1,600 for each spouse age 65 or older Head of Household - $23,625 add $2,000 if age 65 or older   New Bonus Standard Deduction (OBBB): An additional $6,000 deduction for taxpayers 65 and older. This is per eligible individual, meaning a married couple both over 65 could get $12,000. Important: This bonus deduction is temporary, lasting from 2025 through 2028. Income limitations: It phases out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers. The amount is calculated on Schedule 1-A, Part V, with that amount flowing to Form 1040 Line 13b Look at your Form 1040 - You can view your Form 1040 plus Schedules 1, 2 and 3 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

You can complete Form 5695 Residential Energy Credits in the desktop version of TurboTax. If the step by step mode does not allow you to enter your information, you can use the Forms Mode to enter numbers directly on the form. That way you should be able to complete it using TurboTax.   If you are filing a joint return, you cannot have separate primary residences, as only one house can be your primary residence. If you list the house with the improvements as your primary residence, you may find you can enter the energy credit information without trouble.

There was a product update on January 31st, 2026. Sometimes those updates are done later in the day.  You should be able to file your return now.    Please log in to ensure your product has been updated (online versions update automatically). Once updated, review for any applicable changes, complete a final review, and resubmit your return.   If TurboTax you are using TurboTax Online: 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.