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Oui, c'est ça. Voici un peu d'information supplémentaire au besoin:     Agence du revenu du Canada: Faire les impôts d'une personne décédée Composez le 1-800-959-7383 pour obtenir des renseignements fiscaux pour les particuliers à l'Agence du revenu du Canada.   Lundi au vendredi : 6h30 à 23h  Samedi : 7h30 à 20h  Dimanche : Fermé  Fermé les jours fériés    Revenu Québec:  Guide pour la déclaration de revenus d'une personne décédée     Merci de choisir TurboImpôt

Yes, the IRS will accept your e-filed tax return without anything written on Line 5b or checked in 5c.     The Form 1040 instructions say:     If another publication or instruction tells you to write a word or a code next to line 5b, check box 3 on line 5c and enter that word or code on the entry space next to box 3.   As long as you have code 6 in box 7 on your 1099-R, TurboTax and the IRS know your 1035 exchange is tax-free.   What do all the codes in Box 7 of the 1099-R mean?

If you have a child’s Social Security number listed on your IRS form 1095-A, you will be required to report that 1095-A information on your tax return.   The numbers on the shared IRS form 1095-A are shared only for the months of January through June.  Those six months you would allocate the numbers reported on the IRS form 1095-A on a 67% / 33% basis.  The months of July through December when your son was not covered are reported as listed on the form and do not have to be allocated.   You are correct.  You manually change the premium information in part 3 of form 1095-A.  You also provide a copy of the form to your son so that he can report the proper information on his tax return.   The question about 'your SLCSP %' includes several examples of shared IRS form 1095-A.  Which example includes this information?   In TurboTax Online, follow these steps:   Down the left side of the screen, click Federal. Down the left side of the screen, click Deductions & Credits. Scroll down to Medical.  Click the down arrow to the right. Click Start / Revisit to the right of Health Insurance Marketplace (Form 1095-A). At the screen Policy shared with another taxpayer, click Yes to the question Did you share this policy with another taxpayer who is not included in this tax return. At the screen Tell us more about your shared policy, include the taxpayer information. The IRS requires that your percentages are agreed upon by all and that the percentages add up to 100%.   Your Premium Percentage Your SLCSP Percentage, and Your Advanced Payment of PTC Percentage. Taxpayer 1's tax return should reference taxpayer 2.  Taxpayer 2's tax return should reference taxpayer 1.   See this TurboTax Help and this TurboTax Help.  

- please confirm for me that you have in the HSA Summary: "Tax-free Company Contributions                     $9,550", but that your first employer had a code W amount in box 12 of your W-2 of 8,058 and your second employer had a code W amount of 1,491. What is entered into Turbo Tax is: 2025 employer and payroll contributions (Box 12 of your W-2) 1,000 Contributions James personally made (not through your employer) 8,550 The employer entry came from the imported W2   - Were all of your contributions through your two employers, or did you make some contributions directly to the HSA custodian? The personal contribution was made directly to the HSA custodian.   - One interpretation of your numbers is that you have code W values of 8,058 and 1,491 (which adds up to 9,549 as you note), then you also entered 1,491 as a "personal" HSA contribution on the "Let's enter [name]'s HSA contributions" screen, which would be a duplicate of the code W amount on the second W-2. If this is the case, $1 from the "personal" contribution would be applied against the annual HSA contribution limit, bringing it up to 9,550, leaving 1,490 as the excess. This scenario does not apply in this situation. Only 8550 was entered for the personal contribution.   On the excess message page, I initially chose to withdraw the 1,000 myself.    Thank you

I would like to sincerely thank @rogge1722 for his help in solving my issue. Where three (3) TurboTax Advantage experts couldn't help me or perhaps even did not understand the issue, @rogge1722 came through. I now understand the value of the Community.  Perhaps I should ask for a refund of my 2025 Desktop Business software!