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Thank you SO much for your reply!  I am still confused, however, because when I go to "Other Tax Situations"- it actually says that based on my entries, I don't have a penalty for underpayment.  BUT then when I am looking at my state (Michigan) return, it is showing $1679 as my underpayment of estimated tax.

Thanks for your suggestion, but I should have added more information.  I was actually trying to enter an overseas shares sale for which I did not receive a 1099-B.  In the end, I simply created a paper pseudo-copy of a 1099-B and then transferred the details into TT as instructed by the menu for inherited stock with no details reported to the IRS, and it worked just fine.

The reason you don't see an adjustment is because HSA contributions were not included in your income in the first place. Amount reported on your W-2, box 12, code W for Employer Contributions to a Health Savings Account (HSA)is removed from Wages in Boxes 1, 3, and 5.

If you still experience the issue, please call Customer Service and tell them you have a "block payment issues, possibly due to billing or an invalid license" and the agent should be able to help you. Here is how you reach customer service:  Turbo Tax Customer Service 

TurboTax will prepare estimated tax vouchers for both Federal and State if you specifically request that in the program.    The California section, Estimated Taxes for Next Year under Other Forms, provides entry screens with information about your Federal and California income, and an entry field for 2025 estimated income, as well as entry fields to estimate deductions and credits, including California credits such as the Renter's Credit. You should still be able to access this section after you file.  

This is found when you file your return, or you can use the Topic Search below.    Select Tax Tools You may have to minimize both the Federal and State options by clicking the Down Arrows on the Sidebar. You will then clearly see Tax Tools Click the arrow to up to see additional options Once you can work on Tax Tools On the drop-down select Tools There will be 3 or 4 green boxes Select Topics Search Type Apply Apply federal refund to next year Continue through the interview.  

The net operating loss means that all of your income for the year would become negative.  You aren't allowed to do that with this carryback.  Causing all of your capital gains to become negative does not necessarily result in a net operating loss.  But if you only had $2000 in other income and then this loss caused a negative overall income that would be a net operating loss.   It depends on the state.  You will have to do some research on your state.  But probably you will have to amend the state return as well.   No.  You use the maximum allowable in each year before you are able to carryback any more into another year.   Yes.  You should file the current year return to generate the loss first and make the election.  Then you will file any prior years' returns to use the loss.  If those returns are rejected that means the election was rejected (I don't know why it would be).  In that case the loss would be carried forward instead of back.  You wouldn't do anything except carry the loss forward.   @lucyx513 

I had posted this in another thread, still unsolved--the sanitized copy number is there.  Help!   https://ttlc.intuit.com/community/state-taxes/discussion/re-this-is-likely-correct-but-it-does-depend-your-nyc-wag/01/3633399/highlight/false#M179001

Yes. You can clear and start over    Click on the link below for instructions on how to clear and start over. Choose whether you are using the Online or Desktop version.    How do I clear and start over? If you are using the Online Version, and don't see Left Panel Menu, Tax Tools, right away, open any section of your return, for example your W-2 section, then try again to locate the left panel)

Please enter the spouse's net contributions prior to 2024 when asked in the follow-up questions:   Click on "Search" on the top and type “1099-R”  Click on “Jump to 1099-R” and enter all your 1099-Rs Click "Continue" on the "Review your 1099-R info" screen after you entered all you Form 1099-R Answer "Owned Any Roth IRA for Five Years?" screen Continue through the questions and make sure you enter the net contributions prior to 2024 on the "Enter Prior Year Roth IRA Contributions" screen On the "Any Roth IRA Conversions?" screen answer "Yes" if you made conversions before 2024 Continue through the questions.

You will need to contact the IRS for information. It might be easiest to set up an account with them.   IRS Individual Online Account   Taxpayers with a Social Security number or an Individual Taxpayer Identification Number can create or access their IRS Individual Online Account to get information they need to file their return. With an IRS Individual Online Account, people can: View balance owed, payment history and schedule payments. Cancel scheduled payments. Get transcripts. View or create payment plans. See digital copies of some IRS notices. View key data from their most recently filed tax return, including adjusted gross income. Validate bank accounts and save multiple accounts, eliminating the need to re-enter bank account information every time they make a payment. View, approve and electronically sign power of attorney and tax information authorizations from their tax professional. 

Yes, after going to federal review it is showing unemployment income and below shows the same amount for other income and is increasing my total income. 1099G was entered in the other income section under 1099G forms.

Here are a few solutions from other users:    I finally discovered what was going on with mine. When I originally installed Turbotax, it picked up my previous file from my Windows File backup location, so it continued to save everything in that location, not the actual active file location. I just have to remember to check that next year.   https://ttlc.intuit.com/community/taxes/discussion/re-tax2023-file-disappeared/01/3315626#M1220196   https://ttlc.intuit.com/community/taxes/discussion/re-2023-tax-file-missing-after-extended-search-through-hard-drive/01/3632186#M1341337