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You can go back to the 1099-R and review to see if everything is entered correctly.   See the link below for steps on how to get back to your form.     Where do I enter my 1099-R? If you still have problems after looking at the form, you need to clear your cache. This is to remove these temporary files. A full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:   Clearing your Cache and Cookies Using a different browser Opening an Incognito Window Please reach out again if your problem persists.      

After I follow those steps, I get a note that says since it is below market value it is not-for-profit and doesn't belong here.  It says it should be in Other Reportable Income under Misc Income.  But when you read the definition there it is SO unclear if this goes there.          

The maximum allowable HSA contribution depends on a few things- whether you had an individual or family plan ($4,150 and $8,300, respectively), your age (and additional $1,000 is allowed if you're 55 or older), and whether you had a high deductible plan the whole year or for only some months in the year.  When you and your employer's contributions exceed the maximum, you have overfunded your HSA.   Here's an article you may find helpful: Why am I showing an excess HSA contribution?

Enter only your share of both the sales and purchase info instead of the entire amount.   If the split is 50/50 divide all of the cost, proceeds, and expenses in half and report only those amounts.   Keep documents showing full prices in your records as well as the agreement that assigned half of the asset to you with your important documents for at least 3 years in case you are asked to show support for your numbers. 

According to this California Franchise Tax Board webpage, it could take a month to process a refund for an e-filed personal tax return.    You can check the status of your California refund using this tool.   See this California webpage if you need to contact the Franchise Tax Board about your refund.   @Taytay48   

Thank you. Last year I elected to fund a SEP IRA against earnings from my LLC. Can I elect not to contribute to the SEP IRA this year and take the larger deduction for me and my spouse via the traditional IRA? My W2 earnings company does not offer me a plan and the W2 box is not checked.    

I followed your instructions, but never get to the page Tell us if you moved the money through a rollover or conversion. After entering my 1099-R, the next page asks if this 1099-R is for a contribution that my employer made to a Roth SIMPLE or a Roth SEP account. I enter NO.  The next page asks about RMDs.  I enter my RMDs.  The next page asks how much of this distribution applied to my Dec 31st 2024 RMD.  I check the button for The Entire distribution applies.  The next screen asks if I transferred to charity, I said NONE.  Then it takes me to the summary page for 1099-Rs.  I click Continue.  Next screen asks if I took disaster distributions. I select NO.  The next screen asks about nondeductible contributions.  I say NO I did not make and track nondeductible contributions to my IRA.  The next screen asks if I missed a Required Distribution from any Retirement Accounts.  I select None of these plans failed to withdraw the RMD.  Then it goes into the questions about Social Security.  There is no place to enter my IRA rollover contributions.