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Hi there Maya, thanks for your response. I did not enter it again but when I originally entered HSA contributions, the amount owed went up and did not go back down when I entered that the HSA funds were used for medical expenses only. From everything I'm reading, the system should correct at this point, but it is not in our case. Do you know why we would owe more with a contribution to an HSA account?

Can you delete the form and any worksheet related to the credit?   If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button.

If it's from a big load of individual stock transactions, it could be the result of Rounding being done in a different way.   i.e. If you didn't use rounding until the very end, but TTX used it for each transaction, that $4 difference could be the difference.  (no, I'm not sure where & when TTX rounds) ____________________

Here are some tips you can use to try resolve this issue.   Fixing the Crash Issue: Reinstall TurboTax: Remove the application from your Mac, then go into the Library and delete every file related to TurboTax. After that, download and install a fresh version. Run TurboTax from the Applications Folder: Make sure you're launching it from the correct location and not from a mounted virtual drive. Check for macOS Compatibility: Some users have had trouble running TurboTax on macOS Sonoma. If you're using this version, you may need to contact Intuit support. Fixing the CA State Package Download Issue: Use the TTCleanStatesTool: Intuit provides a tool to remove and reinstall state tax packages. You can download it and follow the instructions to clean up the state files. Try Running TurboTax as Administrator: Right-click the TurboTax icon, go to Properties, and enable "Run as Administrator". Check Internet Settings: Some users have resolved state download issues by adding https:*.intuit.com to their trusted sites and adjusting security settings. Check to see if your Mac Book Pro meets these minimum requirements.   These are the minimum system requirements for TurboTax Desktop software for Mac, 2021–2024. Operating system 2024: macOS Ventura 13 or later 2023: macOS Monterey 12 or later 2022: macOS Big Sur 11 or later 2021: macOS Catalina 10.15 or later Hard drive space: 1 GB RAM: 4 GB or more recommended Internet connection: 1 Mbps modem (Broadband connection highly recommended). Required for product activation, software updates, and optional online features. Monitor resolution: 1024×768 or higher recommended  

There's a question in the federal interview, right after you enter your Form 1099-R, that will ask Where is this distribution from?''.  Make sure to mark it as a Bailey settlement.         

To access your tax returns (current or prior year) you will sign into the TurboTax website with the user ID you used to create the account - https://myturbotax.intuit.com/   Scroll down to the bottom of the screen and on the section Your tax returns & documents click on Show.  Click on the Year and Click on Download/print return (PDF)   As an alternative for current year return, when you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a State (You will not really be adding a state).    This will take you back in to the 2024 online tax return.   Click on Tax Tools on the left side of the online program screen.  Find the Print Center and choose the year you want to print.  If you want your full return including worksheets, choose the option Include government and TurboTax worksheets.

Thank you THE MOST.  I was going in circles trying to "review" the statements. again, login, again, pick one, and this was like music:   However, If you reviewed your tax forms and they are correct, you can continue past this. 

It depends.   IRS Publication 503 states that if you "pay for services before they are provided, you can count the prepaid expenses only in the year the care is received."  Therefore, you would be able to include the expenses from January 1 - June 30, 2024 on your 2024 income tax return.     But if you claimed any of the 2024 expenses on your 2023 tax return, you may need to amend your prior year return as well to remove the expenses that were claimed in 2023 as they need to be reported on your 2024 tax return instead.   @Hanalei     

You can enter your form 1099-B by following these steps:   In TurboTax Online, open your tax return Click on Federal in the left-hand column, then on Wages & Income Scroll down to locate the section Investment Income and click on the arrow on the right Click Start next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other​​​​​​​ When entering your form 1099-B, on the entry screen, if needed, check the box  I have more info to enter that I don’t see here and more boxes will appear so you can enter the taxes withheld.

Yes, go back to your unemployment and correct your withholding. Check box 10 State Abbreviation code for IL and the amount in box 11 on your 1099-G. The state tax withholding (box 11) can't be greater than the unemployment compensation (box 1). Make the correction and e-file your IL return again.

If you have a qualifying dependent and pay over 50% of the cost of maintaining the home, then yes, you would qualify for head of household.   If it says you didn't pay over 50% of the household expenses, then go back and double check your answers.  This answer is based on how you respond to the questions.  Read each question carefully and be sure that you are responding accurately.