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Hi @dmertz, sorry to bring up this old thread but I think my situation is relevant to this question.   I had $3,850 of excess contributions in 2023, withdrawn in December 2024. I amended 2023 to pay taxes (other income) and the 6% penalty on the excess, but when I withdrew the 2023 excess plus earnings ($4,098) in 2024, the 1099-SA was coded as 2, excess contributions (probably my mistake). This is causing my 2024 return to not appear how I think it should, with only the excess $248 in other income.   I assume I need the administrator to re-issue the 1099-SA with code 1 based on your responses? And if they won't, I guess I will just file how I *think* the 1099-SA should appear and provide an explanation somewhere on the return?   As a side note, Box 2 only has $0.78. When requesting the distribution, I did my own calculation of excess + earnings and this amount is probably the residual that I was off by. Am I understanding correctly that because this is truly not an excess distribution anymore, Box 1 should remain the same, Box 2 should be zero, and Box 3 should be code 1?   Thank you!

Hello.   The State of Oregon is actually very helpful. I emailed them.   They said the Oregon subtraction is only for family leave for 2024. For 2025 only a portion of medical leave benefits are taxable - only the employer portion is taxable.  I have not had time to double check this.   They said they cannot give guidance on how to report for the IRS and not sure what they will do if you report a lower amount on your return than was reported on the 1099.   Not sure if this helps.... But it is the information I have.    

Where do you see this question?  What is the exact wording? On the federal or state side?  If state, which state?   If you have Medicare and a supplemental insurance and that is your only insurance, you would not have a HDHP.  

Line 7b is used if you must file FinCEN Form 114 from the foreign countries listed in 7a.  If FinCEN doesn't apply to you, you will want to make sure you have selected that you did not have any foreign transactions.

Yes, you are correct. The rounding using the IRS required background details does create a few dollars difference overall on many tax returns. Keep in mind that TurboTax must obtain permission from the IRS to be able to submit tax returns and for the IRS to receive them.   There is no reason for concern. You can file your tax return with confidence.   @flyby961 

My total 22k LTCG was added to our 65k income even though the walk thru said congratulations it was taxed at 0% but changed my amount owed to thousands .. we filing married filing jointly so this met the threshold. So why is it adding to my ordinary income along side our SS checks 

Great suggestion, thank you. I went into IRS.gov/account, signed in, and the PIN number had been changed!! I had to go under Profile and scroll down to find this update. Why don't they use an alert pop up on their site saying something like "Get your UPDATED six digit pin number to file 2024 taxes"?  Why such mystery? I now need to wait the 24-28 hours while my erroneous PIN causes me to be rejected again to submit this updated pin. No button to cancel submission. I think TT could go A LONG WAY to ask people to check their IRS site for an updated PIN rather than all this confusion. Your input has been the best so far. I tried calling customer service at TT and they were not helpful but wanted me to let them see my computer!! AWFUL idea in this age of cyber hacking! While customer service was coming up with no ideas, I read your reply, went to IRS.gov and found the different pin. I HOPE IT WORKS. 

Thank you! I updated according to your instruction and ran the smart check and received the following question. What would I put in this Line A (for CA state tax amend)?  I don't have any other information on my 1099-R other than box 1, 2a and PJ code in box 7.  2b boxes are not checked.   Thank you,

So, My wife and I are due a refund federally and from the State.   Since it will take some time for my childs amended return to be processed does it make most sense for me to wait for her amended return to be processed and then when it does, efile my wife and I's federal and state returns?   If yes, do I have to file for an extension even though I am due a refund?  I know in the state of Maine if I am due a refund I have an automatic extension, so just wondering if I need to file for an extension federally?    

I assume you are talking about a state tax return, because there is no health insurance requirement on the federal tax return, and therefore no exemption is needed. What state is it? Every state is different.  California?   Please see Champ Mike9241's explanation above.   @Ricamay 

It is available. If you are using TurboTax Online you can view Schedule 3, Line 11 and Form 1040, Line 31 using the Preview My 1040. This will allow you to view the Form 1040 and Schedules 1,2,3. The excess social security will be automatically calculated by TurboTax.   When two or more employers withhold social security tax in excess ($168,600 maximum wage) a credit is allowed on your tax return.   See the instructions below.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms                          @marniegalloway