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If you are filing a joint return with your spouse and they are part of a partnership.  They should have received a Schedule K-1.  You can add this by selecting the following:   Federal Personal Income I'll  choose what I work on Start next to Schedule K-1 under Business Investment and Estate/Trust Income near the bottom of the screen Yes to did you receive one Be sure to select your spouses name as the person who received it. 

Some clarification: The 1099-SA will come into play in 2025, because the HSA custodian is withdrawing the excess contribution NOW.   He filed his 2024 tax return already, paying the $1 excise tax on the excess contribution, because the excess remained in the HSA through 2024.   He will file his amended 2023 return soon, to remove the ineligible contribution from Form 8889 and to pay the $1 excess tax for 2023, as well.   When the 2025 tax year rolls around, he will see how the HSA custodian coded the withdrawal on the 1099-SA & go from there.

Great, thanks for the prompt response.   We followed your instructions and it makes sense that we've correctly addressed the split in Turbotax.   The 'Picture of Your 2024 Income' still shows that Roth/Rollover money as part of our total income, but we confirmed that when we did a rollover in a previous year, it also showed the rollover $ as part of our total income for that year (and we weren't charged income tax on it), so all is good.  Thanks for your detailed response! 

It depends. The amounts you put into your traditional IRA were already taxed on Pennsylvania (PA). This state does not allow any deduction from your income. However, if you have any earnings in the amount you rollover then that portion would be taxable. Selection should be one of the following depending on your situation. I'm eligible, Plans eligible (No PA tax) - If you have no earnings in your traditional IRA I'm not eligible yet, plan's eligible in PA - On the Retirement Income Summary you can edit your 1099-R to enter your cost basis.

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.   See the following TurboTax Help articles for potential fixes: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

No.  If all items were sold at a loss, you do not need to list each item separately.   Since adding it and deleting it are not changing the amount that you owe or get back it sounds like it is being properly reported at the top of Schedule 1. When you get the message needs more information, does it show any red boxes?  Did you clear cache and cookies after deleting?      

 There are a few reasons why your refund is different than it was last year. Your income may have changed, your withholding may have changed, if you make estimated tax payments, they may be different than the year before.  Also, your credits and deductions may have changed.   Refer to the TurboTax article Why did my refund go down compared to last year's? for more information.

Where did you buy  the Desktop program?  Some places are not  Authorized Sellers and the program won't work right after the first return.   https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/obtain-authentic-turbotax-programs/L1yYfitCw_US_en_US?uid=lv4rnzmq 

Thank you, this was the answer that worked. For some reason when I was entering items in this section I miss interpreted what the add asset button here was for. It read to me like just adding another office or something so I never clicked it.   Thank you again.

Please clarify your question.   What page is missing? If you printed it can you select that page and print again? Are you mailing the return? Please contact us again to provide some additional details.