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I answered that I have an HSA and my wife does not.   TurboTax knew (from my W-2) that my employer and payroll contributions were $7563. I personally made an additional $1987 contribution in 4Q to bring me up to our over-55 max of $9550.   I answered "Yes" to the HDHP question.   None of the following situations apply, so I left the corresponding checkboxes blank: [] I had Medicare [] I overfunded my HSA last year [] I inherited this HSA [] I had other company contributions that weren't reported to my W-2 or apply to a previous year [] I failed to maintain HDHP coverage in 2025 due to death and disability [] I made contributions to an Archer MSA   I specified that I was covered by a Family plan every month of the year.   I was then asked to specify what type of HDHP coverage I had for each month of 2024 (for some reason); I specified "Family Plan" for each month. Ditto for my wife (she was covered under my Family Plan).   At this point I was told I have an excess contribution of $1987 and was asked whether I plan to withdraw any of it (I said "No"). My HSA Summary screen says I can make any changes if needed, but none of the following values are editable:   Deduction $1,987 Taxable distributions $0 Taxable earnings on excess contributions $0 Tax-free employer contributions $7,563 Excess employer contributions withdrawn $0 This is what I expected (except of course for the "excess contribution" part).  Not sure how to proceed... or to delete this section and start it over.

To enter Illinois 529 plan contributions in TurboTax, navigate to the Illinois state return section, proceed through the income questions, and locate the "Here's the income that Illinois handles differently" screen.    Scroll down to the Education section, click "Start" next to "College savings and prepaid tuition plan contributions" to enter your Bright Start/Directions contributions (up to $10k/$20k).   @kallison 

None of these questions have ever been asked before.  We always just enter the amounts from the 1099.  Why are they asking which method I used?  I didn't figure out these amounts, they came straight from the 1099

I was instructed to keep trying, using each one of the different brokerage houses.  When that did not work, I was instructed to switch to Google Chrome as my default browser, because TurboTax apparently has issues with Safari (the default Mac browser).  I was instructed to ALSO go directly to the brokerage site, log on and allow access if it was available on the brokerage site (not full access, just for tax data).  I then tried one of the brokerage firms two additional times, then it worked (partially as it turned out) on the third attempt.  After another extended series of attempts, I was instructed to wait a day, update TurboTax, and try again.  Today, I was successfull in getting two brokerage data files uploaded; but TurboTax deleted my import of last year's tax file (which worked fine yesterday)  and isn't giving me the option to import it again, so I'm having to manually compare the two files, to see if there are any outliers I need to check on.  I've NEVER had this much trouble with TurboTax.  I did have problems downloading TurboTax in a previous year, but it "suddenly worked"' and that same year I did have difficulty with a couple of brokerage firms, but they had minimal information so I just manually input the data.  Good luck.  I'm not ever calling again unless I'm really desperate.

Mine has finally worked. Fwiw; I use Brave, go to 'Settings' - I disabled 'Shields' by setting both 'Trackers & ads blocking' and 'Upgrade connections to HTTPS' both the 'Disabled' ... then went through the Schwab download. {shrug} ... hopefully this helps someone.

You could remove your Washington State Return and just Efile your Federal return.  TurboTax prepares the WA return automatically if you live there, for those qualifying for the WFTC.   For TurboTax Online: Sign in and open your return. Select State Taxes from the left-hand menu. On the "Status of your state returns" screen, click the trash can icon next to the state you want to remove. Confirm the deletion by selecting Yes.  For TurboTax Desktop: Go to the File menu and select Remove State Return   @Dude3145   

Hi,   Okay - so I won't be able to change the format of the EIN. It will look like an SSN.   Still an open item: how are you populating the fields in H2? Those fields should have the DE's (the entity that is the legal partner in the partnership) Name and EIN.   Lastly, I have a different interpretation of the filing requirement when an LLC is owned by a Partnership. I read this guidance single-member-limited-liability-companies to say that the subsidiary LLC should be reflected on the parent partnership's 1065.    I read your guidance to say that a partnership has to file a 1065. Not that a Single Member LLC owned by a partnership has to file a 1065. Here is another portion of the guidance you provided. llc-filing-as-a-corporation-or-partnership   Do we still have a difference of opinion on the tax return requirements of a SMLLC where the single member is another LLC taxed as a partnership?   Thanks, M

No.  CDs are just high interest savings accounts.     Bonds represent loans to companies for which the bond-holder is paid higher interest rates.  In general CDs are an extremely low risk investment and bonds are higher risk (depending, of course, on who the money is loaned out to.).