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So this seemed to work.  I let TurboTax take the entire SEHI amount from the ACA plans, resulting in no 7206 and a correct Schedule 1 SEHI entry.  Then I entered the non-ACA insurance in the itemized medical expenses screens as an insurance premium that was not used for SEHI.  This worked correctly.  The reason I didn't do it this way before is that I've been taught that you should try to take as much SEHI from non-ACA plans first to minimize the impact on PTC and the circular calc that comes from it plus SEHI.  But since we don't get PTC, it doesn't matter.     Still no 8962, but I'm good with that.  We shouldn't need one. 

TurboTax calculations are guaranteed.   If your situation meets the terms of the 100% Accurate Calculation Guarantee, Intuit will reimburse the amount actually paid by you to the IRS or state in penalties and/or interest as levied against you in their first notice (i.e., if the notice is not paid, Intuit will not reimburse additional interest and penalties for not paying the first bill timely).   Claims can be filed online here. If you file a 2024 claim and the drop-down menu of years doesn't show 2024 yet, you can choose "2023" and the Accurate Guarantee team will ask for any additional information needed to consider your claim.   @Monica43 

Hi , I think I figured this out.  I believe Turbotax is doing this correctly.   The reason why the tax goes up when capital gains is higher, is because the capital gains causes  AGI to increase and causes more of SS to be taxable.    I don't think you need to look at this anymore, but I appreciate the help. Thank you @JohnB5677.

If you are just reporting transactions that resulted in  tax-loss harvesting losses in India, you generally cannot claim them again in the US due to double taxation rules. The India-US Double Taxation Avoidance Agreement (DTAA) helps prevent duplicate tax claims.

You need to enter amounts for each code in box 20. For the code Z, for qualified business income (QBI),  you will combine the section 199A income on the various businesses and make one entry in TurboTax. Code A is for investment income, so hopefully there is an amount for that on your schedules. Code V is for unrelate business taxable income, and there should be an amount for that in your statements as well. So, enter the codes in box 20 and one amount for each code.    

If you are using TurboTax Home & Business Desktop, select "File" on the top left side of the home screen above the Intuit TurboTax logo. Next select "Create 1099/W-2"    HERE is a link to help with the steps for TurboTax Online 

Great solution but I have used Turbo tax for several years now and last year I took part of my RMD from both IRSs so Turbo Tax was expecting a 1099R from both, but since I didn't take part of the RMD from one of them they did not send me a 1099R and the system asked for the other 1099R then asked if I took the RMD.  No box to check to explain.

Because you moved from a state with no income tax, you will want to file as a nonresident.   An individual who is a South Carolina resident for only a portion of the tax year may choose the filing method below that is the most beneficial:  Compute South Carolina tax as a South Carolina resident for the entire year. You include all federal taxable income and claim a credit for Income Tax paid to another state.   Compute South Carolina as a nonresident, using the amounts that are taxable to South Carolina. Amounts taxable to South Carolina include all items of income, gain, loss, or deductions earned from South Carolina sources or while you are a South Carolina resident.   

No, if you do not have your own HSA, and she is just paying your medical expenses to the providers with that money.  If it is her HSA, she will report the contributions and withdrawals.  One with a family HSA can spend the money on themselves, their spouse, or dependents.

You only enter your Paid Family Leave from Form 1099-G in the Unemployment and paid family leave Section under Unemployment Government benefits on Form 1099-G.  It shouldn't be under Other Income.   Delete the entry under Other 1099-G Income. Follow the steps below to delete the information that you entered there. In the Wages & Income section, scroll down to Other 1099-G Income On the Government Payments Summary screen Select the trash can  next to the payment that you entered. This should eliminate the duplicate entry.