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Yes. But what people, and myself, are trying to say, is that in the income summary, under SS retirement, and the last line in that section, is The Canadian Retirement, with a Zero figure. You can't get rid of that. There is no way. And that will now transfer over next year when we import this year's return. It should not be there, and what people are also saying, IT IS A BUG. No one is intentionally entering a Canadian retirement, nor are we checking any box, or clicking on anything to create a Canadian entry. TT needs to fix this, and provide a way to get rid of it in the income summary. See attached

Well mine was rejected too, but turbo tax hasn’t sent a rejection email, nor does it say it has issued a check it went from refund funded back to processing, and it is coming from Cross River Bank (Fin Tech), NOT SBTG bc u did 5 days early, as I did too! 

I think much of the issue is caused by the presumption that taxpayers don't usually withdraw excess HSA contributions before the end of the tax year, because they don't realize that they have excess contributions until TurboTax tells them (after the end of the year). Therefore, TurboTax is going to show the excess made through the employer as income, because the end of the tax year has come and gone.   Yes, TurboTax might consider upgrading the HSA interview to ask you when the withdrawal took place so it could reduce the excess and the taxable income, but right now, it is not equipped for that.   "T2025 doesn’t seem to recognize that someone can be covered both by a HDHP and Medicare at the same time." Yes, this can be confusing, although more this year then in previous years. If you have conflicting coverage to your HDHP (like Medicare), you are supposed to enter data as if you have no HDHP.   This year, they changed the HSA interview a lot and made the question "Was [name] covered by a High Deductible Health Plan (HDHP) in 2025?" more important than it was in 2024. I think this contributed to the confusion about HDHP and Medicare or other conflicting coverage.   Don't worry about IRA rollovers. The fact is that you have always(?) - well, for quite a while - been able to make a qualified HSA funding distribution. That is, transfer trustee-trustee money from a normal IRA to your HSA. This becomes another way to make excess contributions in addition to just making normal contributions, which is why it got added to this line.   However, the restraints on the qualified HSA funding distribution are severe, so you won't see it often.   I think that if your tax forms are looking the way you want, that you can go ahead and file - I doubt that anything will be "fixed" this tax season. It is somewhat a matter of taste how the interview questions are done, and they vary from year to year. As long as your taxable numbers are what you want, at least on the HSA side, you are good to go.

Yes, you can take the information that you've entered in the Online program and transfer it to the Desktop.   Install and open your 2025 TurboTax Desktop.  If your return includes a state, make sure you also install it now. Select Continue From TurboTax Online on the Desktop computer. Then sign in to your TurboTax Online account Your data will be imported into TurboTax Desktop, Your return will open once the data transfer is complete. If you then want to erase the information on the Online Program You can Clear and Start Over to remove your data.  Sign into TurboTax. On the left sidebar at the bottom Select the Switch Products drop down arrow. Click Clear and start over. This will take the information out of the Online software. Switch from TurboTax Online to TurboTax Desktop?

This comes from not taking your RMD on time or taking enough.  If you are 73 or older, you must make a withdrawal from your retirement accounts equal to the RMD calculated for that year.  If you do not the IRS will assess an excise tax of 25%.  This can be lowered to 10% if you rectify the problem withing 2 years.     In order to avoid the penalty, you would need to take your RMD out by December 31 of the tax year or if it is your fist year, you have under April 1 of the year following you turning 73. Note, if you wait until April 1, you will need to take TWO RMD's in that year.  To calculate your RMD, you will divide the prior year December 31 balance by your life expectancy factor If this is not your case and you DID take the RMD, then you will need to go back to the 1099-R  section and enter the amount you took out  for the RMD when asked.  There is a question after entering each 1099-R that says how much did you take out as an RMD, this is where you will enter the amount of your withdrawal from each account. If you made a large withdrawal from one account, but it covered your RMD you will still need to enter it on each 1099-R or you will still see the excess accumulations tax.  (Edited 2/25/26 @11:36AM PST)     Retirement plan and IRA required minimum distributions FAQs

It appears we are not alone.  There appears to be several others having problems transmitting Georgia business returns.  I did notice regarding the updates that Georgia business forms would be available 2/20/26.  Looking at my update history the program tells me my software is up to date with current installed updates for the program 2/18/26 and Georgia partnership as of 2/12/26.  If the form updates were available on 2/20/26 but the software patch is only 2/12/26.  I would expect a Georgia date after 2/20/26.  

Did you download, install and activate the Desktop program?  You seem to be in the Online browser version.  Did you buy it in the store or online from Costco?  Did you get the 16digit License Code?   How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd   The Desktop program is blue across the top and the menu items like Federal, State, Review, File go across the top.  You don't need to log in to use the Desktop program.  The Online version has the menu  items going down the left  side in a black or grey column.  

@aviator657    What tax ID number did the 1099-S show? Was it your wife's SSN or an EIN for the trust?   To put it simply, if somehow the 1099-S has your wife's SSN (which would likely indicate the matter was not handled correctly), then she needs to report the transaction on her return. If that the case, though, then she will need to make inquiry (of the trustee, presumably) as to her share of the basis and any sales expenses that were incurred.

That means you didn't take out enough for the RMD.  For each 1099R it will ask what was the RMD.  You need to enter the amount of that specific 1099R box 1 for the RMD, not the total RMD for all accounts.  

Thank you. I do have all of that information. The part I am not sure about is adding adjustments to the basis. I assume both filing parties need to submit the same information?  The gains exceed $250, 000 individually, so all adjustments will make a big difference.  Closing costs should also be submitted correct?