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"I believe that's proper since California doesn't tax the HSA distribution." - True   "I seem to remember that CA also doesn't give a reduction in income for HSA contributions." - Also true   "making sure that I documented enough previous year medical expenses to exceed the account balance." - you mean expenses for 2023?   "Do I still need to perform the CA adjustment to income and add the HSA amount as an addition? " When you look closely, you will see a number of items concerning HSAs that TurboTax automatically adjusts on the CA return. By and large, you should leave these alone.    But you are referring specifically to the 1099-SA that was the distribution to close the HSA? Did you tell TurboTax that the distribution was for medical expenses or not?   Well. the amount that was for medical expenses ends up nowhere on the federal return on but is on Line 4 on Part II on Schedule CA. The amount that was not for medical expenses ends up on line 8f Schedule 1 (1040). but on Schedule CA in Part I schedule B, line 8f.   I think that whatever you did with the distribution, you should leave those alone.   "I also attempted to override line 13b to zero on the Schedule A worksheet, but TurboTax called it an error).  This does appear to be a gap in functionality." - Why?

No, it doesn't matter how much money your business received, you still have to report it unless it's non-taxable income.   Refer to the IRS website What is taxable and nontaxable income?   Refer to the TurboTax article Taxable Income vs. Nontaxable Income: What You Should Know for additional information.

If you are trying to access your W-2 online, you can contact your company's payroll department to help you.  If that is unsuccessful, you can request they mail a paper copy to your new address.  The IRS will also assist you, you can contact the IRS Taxpayer Assistance Center here: Taxpayer Assistance Center Office Locator   Here is an article with more information: What To Do If You Haven't Received a W-2   You can file an extension for 2024: Free Federal Extension

You may have more than 1 account.  I'll tell you how to look for multiple accounts lower down in this posting.  But read through all of this first to be sure you're looking in the right place inside your account.   This answer assumes your 2023 return was prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF depends on whether or not you have started an online 2024 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2024 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2024 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2024 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions (you don't actually have to prepare a return), and then when you are far enough into the process the left menu column will change, and you'll then see a Tax Home option.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2024 return: Log in, and if you've already started a 2024 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.