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There is an exception to the early withdrawal tax penalty (from a 401(K) account) for a birth of a child. The amount withdrawn can be as much 5,000 and must be made within one year of the child's birth.   Concerning your question, do you mean 5,000 or 500? Do you mean you took 2,000 but only 500 at the time the child was born? Was this all done/reported in tax year 2025 or 2024? Or was some money withdrawn in 2024 and some withdrawn in 2025 and you received a 1099 for BOTH years??     

I completely agree!  I've been a TurboTax user for well over 20 years, dating back to when TaxCut was sold to H&R Block and TurboTax emerged as the leading individual software package.  It has generally worked well for me; but this year has been a disappointment.  If TurboTax can't publish their "new, improved" subroutine for estimating noncash charitable contributions, then PLEASE just bring back It's Deductible!  TurboTax seems to have lots of money to spend on expensive advertising (anyone watch the NFL playoffs?), but can't seem to allocate resources to keep up with tax law changes and/or update their software for simple things like noncash charitable contributions!

Are you still having problems with this?   It could be that something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

On your form 1095-A, column A shows the actual monthly cost of your insurance policy.    Column B shows the Second lowest cost Silver plan (SLCSP). This is used to calculate your final premium tax credit, when you file your tax return.   Column C shows your monthly advance tax credit.   The premium you pay each month is the difference between Column A and column C.

You will receive a final decision of whether you are approved for a Refund Advance after you file your taxes and the IRS accepts your return.    You won't receive your funds until the IRS starts accepting returns, which is typically late January.   See TurboTax Help here.  

Thank you for replying.  However, it did go over my head somewhat.  Here is what my HSA situation is.  I contributed equal amounts of $397.91/$397.92 for 24 pay periods up to the 2025 family limit of $9550.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.