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Thank you for the response @DianeW777.  I believe you have answered my question as to why Schedule U is being created (it looks like Part I is required for all filers now?), but I am still unsure as to why TurboTax thinks I owe a penalty.    The Schedule U form itself is filled out correctly by TurboTax using last year's liability and this year's estimated tax payments, and line 12 (Total underpayment for year) shows a negative balance which, according to the form, means there is no penalty (If the result is zero or less, stop here; you do not owe underpayment interest).    So, I guess I am back to wondering why: 1) TurboTax thinks I owe an underpayment penalty? 2) Why is Schedule U causing an error message in Adobe?  (Apologies for the lack of details on this second part.  As I mentioned in my original post, I simply get a message that says "An error exists on this page. Acrobat may not display the page correctly. Please contact the person who created the PDF document to correct the problem.")   Thanks for your help! - Don    

"I want to confirm: you had excess HSA contributions in 2024, but you withdrew them all before the original due date of the return (April 15, 2025). This is the $3,353."  Correct.   "OK, go back and answer "No" to the question of "Did you overfund your HSA last year?". Then let's see what happens."  No change.  HSA summary looks like the "$0 Input" readout in my last message.   Line 6 in my Form 1040 shows only $61, not the $1081 like you got.   Maybe I can manually make adjustments to the schedules and Form 1040 to get through this?  I'm comfortable working in Form view.   Would it help to know that I purchased my digital TT2025 copy from Amazon, then downloaded it from the Intuit site?    

Oui, dans les premières questions auxquelles vous devrez répondre, TurboImpôt vous demandera votre état matrimonial et si pour qui vous préparez la déclaration. Vous n'avez qu'à choisir que vous préparez seulement pour vous (voir capture d'écran qui suit).     Vous aurez tout de même des renseignements de base au sujet de votre conjoint à fournir. Ces renseignements sont nécessaires pour le calculs de certains crédits et déductions, basés sur le Revenu familial.   Merci de choisir TurboImpôt.

Exactly what "tax rate" are you looking at? Different parts of your income are taxed at different rates. If you are looking at the "blended tax rate" that TurboTax shows you, it has nothing to do with how your tax is calculated. It's an essentially meaningless number. You should ignore it.  

I attempted to Netfile today but am getting the same circular errors shown above. "Fixing" the error of the override puts the calculation at a non-zero dollar amount which creates another calculation error that also prevents Netfiling.

TurboTax does have free software that covers the below-listed simple tax situations:   For more information, you can visit the following TurboTax website.   Thank you for choosing TurboTax.

@ol_run wrote: I see now. So, if I enter the correct value of unreimbursed clergy expenses in line 5c and fill out some explanation statement for that line, should I be able to file at least my federal clergy taxes electronically? Also, do you have an example of what explanation may look like for the 5c value? I don't know that you even need to enter an explanation.  Line 5c of the schedule SE worksheet is not reported to the IRS.  The result of the calculation is reported on line 5a of schedule SE.   Line 5a of schedule SE is "clergy income."  That will be some number that is your wages, plus your housing allowance, minus your adjusted expenses.  Since the housing allowance is not reported officially to the IRS anywhere, the IRS will just see that your clergy income for SE tax is higher than your W-2 wages (which is typical for clergy with a housing allowance.)   When filing on paper you are supposed to attach an explanation -- for example, listing your wages, housing allowance, base expenses, and adjusted expenses based on the Deason rule.   But there is no way to attach a similar statement when e-filing.  And even if you add an explanation to the adjustment worksheet, that is a Turbotax only worksheet that is not transmitted to the IRS.   So any simple explanation is fine "adjusted unreimbursed expenses" or just leave it blank.  But keep your records of how you calculated it in case of audit later. 

I am using Windows 2025 version of the software. I have filled out the required 1099-R information and the 5329-T Part XI as required for an incomplete RMD withdrawal. The "Waiver of Tax Smart Sheet" opens the "Explanation Statement" window with the appropriate information documenting a "Waiver Explanation". However, no text is kept in the explanation lined area.  (This should be a standard expandable text box.) I found no other way in forms or Step by Step to enter this explanation.

@robainat   What do you have on your 1040 line 13b?     If you aren’t automatically getting the new Enhanced Senior Deduction on 1040 line 13b (from Schedule 1-A) in addition to the regular Standard Deduction on line 12e, some things to check…. Check your date of birth under My Info   2/12/26 new reason for not getting the 6,000 Enhanced Senior Deduction. Someone just posted that their ssn under My Info was marked NOT VALID for employment. Uncheck that and it was ok. If you are married you have to file a Joint return not Separate

The HATC is most commonly applied as an "Advance" directly on your municipal property tax statement (this used to be the $350 credit, but it is now up to $1,500).   The Rule: If you received the credit on your property tax bill, you cannot claim it again on your income tax return. In TurboTax, when you enter your property tax information, there is a question about whether you received the "Homeowners Affordability Tax Credit Advance" (or EPTCA). If you select "Yes," TurboTax will correctly display a $0 credit on your tax return summary because you have already received the benefit at the source. Make sure to follow these steps when entering the information.   Go to the Provincial tab. Select Manitoba and navigate to the Property Tax/Homeowners section (MB479). Ensure you have properly entered the school tax amount from your tax bill. Review the "Summary" for Manitoba, specifically for the "Homeowners Affordability Tax Credit" or MB479 line items.    If your provincial tax owing is already zero (perhaps due to low income or other large credits), adding the HATC won't change your "Refund" or "Balance Due" on the summary screen. It can only reduce your tax to zero; it won't "pay out" more than you owe in provincial tax unless you meet very specific low-income criteria.   Thank you for choosing TurboTax.    

As DoninGA mentions, the TurboTax Free Edition is for customers who are filing simple Form 1040 returns only (no schedules except for Earned Income Credit, Child Tax Credit and Student Loan Interest. Roughly 3.7% of taxpayers qualify. You can access TurboTax Free Edition here.   Depending on what TurboTax platform you are using, you may be able to downgrade to a different TurboTax Online product: Open your return  In the left menu, select Switch Products Select Downgrade You can review your fees using the instructions below to find out why you're being charged. You can follow the instructions in this article to remove any  unwanted Fees Why am I being charged for TurboTax Free Edition?   You can review your fees in TurboTax online as follows: Go to the left side of your screen under "Tax Home" Go to "Tax Tools" then "Tools" The "Tools Center" Box will pop up Click on "My Fees" to see a summary of your Turbo Tax Fees. If you have additional information or questions regarding this, please return to Community and we would be glad to help.  

This is not new tax law. With summary transaction totals a mailing of the form 1099-B or your spreadsheet and Form 8453 is a very common mailing requirement.  Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.   You can always use direct entry if you choose, with summary totals.  The only exception if wash sales, which must be entered separately, if you have any. Where do I enter Form 1099-B? (Ignore import) How do I mail Form 8453? (review if alerted) You can e-file, and mail the required forms no later than three days after acceptance of your return.   @Ambilobe 

@WWBinPA wrote:     Once I have completed Form 8889, does TT automatically add the excess contribution (shown in W-2 Box 12 Code W) to my taxable income or do I need to include it as "other income" on Form 1040, Sched 1, Part 1, line 8f?   Thanks again for your time and insight! Correct, if you remove the excess before the deadline then it is not reported on form 5329.   If the contribution was made by payroll deduction, the add back to line 8f is supposed to be automatic.  When you are ready to file you have the opportunity to print your return or save a PDF and you can review line 8f then.