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Sorry Dana - one last question. I'll have to file an amended 8606 and I can file it alone or with the 1040x. I decided to go with the 1040x thinking I can just efile it vs mailing in the form. However, TT won't let me e-file my amended. Is the reason because the reason behind the filing is the 8606 which will require a paper file?

@Solar Eclipse quick clarification from the thread below that "for desktop the current year and three prior years are supported" i.e. 4 latest versions.  I was able to install and activate 2021 on my new Mac and open my old 2021 return.   I also tried 2020 just to check - I was able to install and activate it - but state would not install ("Hmm... it looks like we’ve hit a slight snag"), which prevents a .tax2020 with state filing from opening.   https://ttlc.intuit.com/community/taxes/discussion/re-why-can-t-i-find-the-basic-version-of-turbotax-to-purchase-and-download-from-older-years/01/3670382#M1357466

@ceroot505 wrote: Are you absolutely sure that I do not have to file an amended return? Will TurboTax software allow me to just fill in the IP PIN & e-file a 2nd time?  Thanks for your help.  A rejected tax return is the same as if the tax return was never filed.  So you can enter the IP PIN and e-file the 2024 tax return again. Nothing has changed on your tax return so there is no reason to amend.  Adding an IP PIN does not change any tax data you entered on the return.

Vanessa A is right on the money. I originally thought the right approach was to enter the 1099-K and adjust it, but I did not realize that the information you enter into Turbotax regarding the 1099-K only shows up in an "informational" worksheet that is not even transmitted to the IRS (it also flows to Schedule C but it's just aggregated with all other business income). The IRS actually has no way to tell whether the income that ends up on Schedule C was from a 1099-K, or was just amounts that you entered yourself from your records. Since my records are far more accurate and complete than the 1099-K, my solution this year was to ignore the 1099-K and enter all data from my business records. That makes this whole thing much easier!   Presumably, what the IRS is looking for with the 1099-K is people who get one (say, from selling stuff at craft fairs or on eBay) and don't enter it onto their taxes at all. If you're operating a legitimate business with accurate business records and P&L, there's no need to worry about it.

ANND....If you are a young person filing for the first time?  Talk to your parents.  Perhaps you are still their dependent, and you just need to indicate that in the Personal Info area.   For instance... college students who worked a job during the year, and still under age 24, are commonly and properly claimed as dependents on the parent's tax return.....and all the student needs to do is indicate that they are claimed as a dependent in the Personal Info section.

your initial situation is quite simple.   you didn't state you recharacterized one amount but converted a much larger amount.   trustee-to-trustee means you went through the custodian who calculated the earnings. you can't resolve an excess without the custodian's help. you did that part. -- " recharacterization from a Roth of 2,309.28 (earnings 309.28)," This is now a traditional IRA contribution of $2,000. include that amount in your contributions for the year. As I said above, don't enter that first 1099-R because you are not answering the followup correctly and it is not necessary.   Your Form 8606 basis is going to determine the non-taxable part of your conversion.   @TomDx     

If you do not find your own typo as Mike9241 replied, look at a pay stub from each employer.  If it includes the EIN, you can compare each to the W-2 you got, and you may find the service issuing the W-2 made a typo.  Failing that, search the internet for the EIN on each W-2.  Most EINs are not posted, but you might get lucky.  Beyond that, you can call the employer or call a co-worker and ask them to verify the EIN.

Update - I was able to submit a ticket on this and within a few hours the message was gone. In the future I would like to be able to dismiss this message without having to submit a ticket, but this worked. Thank you!

If you maintained family HDHP coverage and you yourself were not covered by Medicare or any other disqualifying coverage, your eligibility to contribute the full $9,300 to your HSA was unaffected.  Given that you were unaware of the lookback period for your wife's Medicare coverage, it seems likely that you would not have changed to self-only coverage and you were eligible for the full $9,300 contribution.   Only actual excess HSA contributions are eligible to be returned, and it seems that you made no excess contribution.  A distribution of a purported excess contribution that is actually not an excess contribution constitutes an ordinary distribution no matter how it is reported on the Form 1099-SA.  You would need to enter the Form 1099-SA as having code 1 in box 3 and $0 in box 2.  (You might have to explain this to the IRS.)  As an ordinary distribution, you can apply the distribution to qualified medical expenses paid in  2024 to reduce the taxable amount of the distribution.   Your W-2 is correct.  No correction to your W-2 is needed.  Even if there had been an excess contribution to your HSA, no change to the W-2 is to be made.  The excess contribution would simply be added to your 2024 income on Schedule 1 line 8z after indicating to TurboTax that you did not have family HDHP coverage for the later months of 2024.  The earnings distributed with the returned contribution would also appear on line 8z.   You do not get a deduction for HSA contributions made through your employer because your employer has already excluded this amount from your earnings.  You should see $9,300 on line 9 of your Form 8889 because you had family HDHP coverage for all of 2024 and you yourself had no disqualifying coverage in 2024.

This is the TurboTax US user community website. Go to this TurboTax Canada website for assistance with a Canadian tax return or the TurboTax Canada editions - https://turbotax.community.intuit.ca/turbotax-support/en-ca

Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-current-year/L7eS6o1qh_US_en_US?uid=lfunevhk

@Fran2611 wrote: I would like to schedule an appointment to see what's going on with my tax informations Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.    To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website. See this IRS website for federal tax refund FAQ's - https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

It depends on your percentage of ownership and if the ownership percentage changed in 2016.      Assuming you were half owner in 1985 and that the first parent's share went to the 2nd parent in 2016;  Half of your current cost basis is what you paid in 1985.  When the first parent died in 2016 his 25% cost basis steps up to 1/4 of the fair market value (FMV) in 2016*. But if  his share went to the 2nd parent, it doesn't  affect you.  In 2022, the 2nd parent's cost basis steps up to the FMV in 2022.    So your current cost basis for the sale is 50% of the purchase amount in 1985 + 50% of FMV in 2022.    *If they lived in a community property state, the whole 50% would step up.  But, that's not relevant to you.