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Well, I can't get my test to do the same thing, but there are a number of variables, and my test return is surely not the same as yours.   In any case, yes, do enter Self for line 1 on the 8889, and if you have to make month-by-month entries in the Review after that, then, yes, for Line 3, A1 through A12, answer NONE every chance you get.   If you see the request to enter Self/Family/None on Line 18, then come back and tell me because that means something else. Line 18 is for the coverage month-by-month that you had in 2023.

Enter as s stock sale for stock that was 'purchased', with 'something other than a date', and 'Various'.  Your Cost Basis is the amount you originally paid for the original shares.  If your 1099-B shows a $0 Cost Basis, check the box 'my cost basis is missing or incorrect' and enter the correct basis on the next page.    @mizmode 

Thanks Nhanda for your quick response. My Oil exploration investment schedule K-1 has two important amounts - (i) Business Loss, and (ii) Intangible Drilling Cost (IDC). Federal tax allowed deduction for both these amount combined. To California, do I only need to adjust California  Schedule CA 540 for line item for Partnership only only for IDC or do I need to also combine Business Loss also reported by the Partnership? I will very much appreciate your help in clarifying this. Yesterday only I paid Turbo Tax Premier Online version and State E-file and filed my returns, which has been accepted by Fed as well as California but Turbo Tax generated California return is incorrect and I need to pay for the difference today and file amended California return to avoid penalty and interest charges.

The best and most direct way to add this additional income from your 1065-K1 is to remove it from the K1 entry and then add it as shown below. The description should be 'SECTION 475(F) INCOME' and then the amount as indicated below. This will show up on the appropriate line of your tax return (1040 schedule 1 Part 1 Additional Income Line 8z, and then on Form 1040, Line 8).   Other Miscellaneous Income: Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount   @patman0 

If you have made entries that TurboTax considers overrides to other data, the return will not be eligible for e-file.  We still have a little time to attempt to assist you in resolving this, but it's difficult to do without more information.  To best help, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:   TurboTax MAC Versions: Open your return. Click the Help tab in the menu across the top of TurboTax, select Help again and then select “Send Tax File to Agent” * This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us. Please provide the Token Number (including the dash) that was generated in the response.  If possible, please provide the number in a screenshot.    

You can not use TurboTax Online to file a 2022 tax return.  You would have to use a 2022 Desktop version of TurboTax to file them for 2022. You will have to mail in your tax return.   You can use this link to find a product to file your 2022 tax return: TurboTax 2022 Prior Year Tax Return 

To eliminate intangible drilling costs on an amended state return, you will need to manually adjust Lines 13d and 17f under the California K-1 adjustments topic. Find this from the page "Here's the income that California handles differently" under Business >> Partnership K-1.   The Federal column displays the full amount you deducted on your federal return. Enter zero in the California column for Line 13d and for Line 17f. Because net income from Schedule K-1 is calculated from all related categories, these are the only two items that need to be revised.

here's the most recent version of that doc I could find.  It says:        the eligible student does not have to be enrolled in a degree program or attend full-time for the tuition expenses to qualify.   https://www.tax.ny.gov/pdf/publications/income/2009/pub10w.pdf

No you cannot use the Free Edition for a 2022 return.       You cannot change the tax year.   The current online program is for 2024 only.   Only a 2024 return can be prepared online and only a 2024 return can be e-filed.   Online preparation and e-filing for 2021, 2022, and  2023 is permanently closed. Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.   To file a return for a prior tax year  If you need to prepare a return for 2021, 2022, or 2023  you can purchase and download desktop software to do it, then print, sign,  and mail the return(s) https://turbotax.intuit.com/personal-taxes/past-years-products/ You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.   Remember to prepare your state return as well—if you live in a state that has a state income tax.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/state-taxes/contact-state-department-revenue/L9qVToi02_US_en_US?uid=m6e06um0   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses  

Try these options to fix the issue you are having   If you are using TurboTax Online Check ‌your browser's settings. (Clear your Cache and Cookies) Check on your internet connection Try using a different web browser  If you are using TurboTax Desktop Make sure the software is updated.  If you haven't rebooted your computer, please do Check your firewall and antivirus settings. Make sure they aren't blocking any feature of the software.  ** If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there.  If you are still having issues after trying these options, contact Customer Support by clicking the link below TurboTax Phone Number  

Thank you so much for all your help.  I believe I finally have a decent grasp of this mumbo-jumbo education expenses. Our education tax credits do show up on line 29 & Sch 3, line 3, as you had mentioned.  I wanted to ask you to please ask the TT people on our behalves that they should include detailed explanation of the treatment of education tax credits, eligible education expenses, scholarships, and Forms 1098T and 1099Q for both the parents and the students in the TT Help sections. They need to include guidance similar to these forum discussions with detailed explanations and examples, and TT should also provide a link to the "better" discussions on this topic in its TT forum. Thank you again.