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@potatopotato    after tax due date including extensions: you distribute the excess amount being carried forward on 5329, (or offset it with currently allowed contribution) . Amended return(s) will be needed supplying that Form 5329 since there is a 6% penalty per year on accreting excess contributions . Earnings stay in the Roth account. Consult your custodian to obtain the correct removal form for this case. == You must also add 2024 Form 5329 to your current tax return.

Stupid software does not allow scrolling in the chat box so if your PC resolution is set for old people, you cannot use the search.  Having had this issue before, you can, I did, go to forms and enter it directly onto the 1040.  Intuit should fix this .

Yes.  I would follow the directions of @ThomasM125.   You have reported the IRS form 1099-MISC correctly.  The reversal notifies the IRS that you recognize the legitimacy of the IRS form.  The reversal records the non-taxability of the payment.   Retain any paperwork with your tax records should a tax authority have a question about the transaction at a later time.   @Mialou     

Please clarify your question by providing some additional information so we may better help you. Such as: What version of TurboTax are you using? What are you trying to do in TurboTax? Are you entering a Form W-2? Are you importing a W-2? Are you getting an error message?

You should not enter non-taxable income on your tax return.  It is true that you can get a higher sales tax deduction (if you itemize) by including non-taxable income in the calculation.   But TurboTax will specifically ask you to enter your non-taxable income in that section.  It will be used in the calculation for your sales tax deduction, but that income does NOT get reported anywhere on your tax return.    Where do I enter my sales tax deduction?   If you use the Easy Guide (as opposed to entering all of your sales tax from receipts), you will get the screen below.   Answer YES and you will be prompted to enter the total of your non-taxable income which will increase your deduction (if not already maxed out, see below).       NOTE:  For tax years 2018 through 2025, the SALT deduction (which includes sales tax) is capped at $10,000. That means if the combined total of your sales tax, real estate tax, and personal property tax amounts to $15,000, you can only deduct $10,000 maximum.

Which version of TurboTax are you using? I have not encountered any issues with deleting medical expenses.   If you are using a Desktop version, you can switch to Forms mode and see what expenses are listed on the Medical Expenses Worksheet and in Schedule A.   If you are using an Online version, you can preview your return including worksheets before filing to find out how your taxes were calculated, once you have paid for TurboTax. See here for details. Also, check your internet connection. You might try logging out and back in, turning your router off and on, or switching browsers. Chrome generally works well.   @StaceyF 

Unfortunately the only people who can tell you how much interest the over contribution has earned are with Fidelity and you're going to have to contact them.  They will give you that amount and return it to you along with the original over contribution which has to be out of the HSA before you file the 2024 return so that you don't have to pay the penalty two years in a row.   So forget about the 2022 taxes for the overcontribution.  You pulled that out on time.  So you did as you promised.  The 2023 overcontribution is what we're working with now.   First, go back to 2023 and amend that return.  Say that you did not remove the overcontribution and then pay the penalty.  (If it were me I would immediately bill Fidelity for the penalty but that will be up to you.)   Then, after you have filed the 2023 amendment you will go file your 2024 return.  TurboTax will still show the 2023 overcontribution as in your HSA account and it will once again ask if it has been removed.  You will answer yes and then enter the interest that the 2023 overcontribution has generated and that will be taxable income to you.  Then, you will enter the redeposited 2022 overcontribution as a 2024 overcontribution.  But you will say that you pulled it out on time as well.  And then you will enter the interest from that and that will be taxable to you as well.   But then you'll be done with this nonsense.   Good luck.   @purplestar777     

Once your return is filed, TurboTax has no control over the processing of your return or the release of your refund.   Here are a couple FAQs to track your refund: When will I get my federal tax refund? How do I track my state refund? Why does Where's My Refund say "approved" but TurboTax still says "accepted"? Why do some refunds take longer than others? What if my IRS refund is taking longer than 21 days?

Does your Box 7 have a code "G" in it? This would indicate a rollover. You could try deleting your Form 1099-R and re-entering it.   To delete a Form 1099-R from TurboTax you can do the following: Continue your tax return Click on the Search icon at the upper right of your TurboTax screen Type "1099-R" in the search bar and hit enter Click on the link "Jump to 1099-R" This will take you to the 1099-R section of your TurboTax program. To delete the form, you can click on the garbage can next to it To manually  enter a From 1099-R In TurboTax Desktop:  Select "Wages & Income" under the Federal Tab (in the Gray) bar across the top Select" I'll Choose what to work on" In your "Income Summary" scroll down to "Retirement Plans & Social Security" Click on "Start" or "Update" next to "IRA, 401(K), Pension Withdrawals (1099-R)" Click on "Add Another 1099-R" Select "I'll Type it Myself" Select the type of Form 1099-R you have, and Continue Enter your "Payer Name" and the rest of your Form 1099-R details To manually enter your Form 1099-R In TurboTax Online: Open your return and select "Pick up where you left off" Select Wages & Income" in your left panel You will see the 1099-R's that you already entered  Select "Add/Edit" next to the 1099-R's Select "Add another 1099-R" Select "Change how I enter my form" Select "Type it myself" Select the type of form 1099-R you received (It'll be the first box "Financial Institution or Other Provider") Select "Continue" Enter your Payer Information and the rest of your Form 1099-R details   Click here for instructions on where to enter your Form 1099-R.   Click here for "How Do I View and Delete Forms in TurboTax Online"   Click here for "How to Delete Forms in TurboTax Desktop"   Please come back to TurboTax Community with any additional information or questions you may have and we will be glad to help you.