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Adjustments are for the outliers like:  your MA basis is different than the federal you had a wash sale specific to MA pre-1996 installment sale state/muni bonds bonds taxable to MA but not federal -but it should not be in the section you describe For most people, the answer is no.

"since I continued on a high deductible health plan," - so you did not go on any form of Medicare?   What is the error on your return?   You should not ask for the withdrawal of excess HSA contributions if you didn't actually have any excess. It is difficult for taxpayers to calculate the annual HSA contribution limit so it's good to let TurboTax tell you what the excess is.   How did you get an amount into line 12B if you never had an excess?   Never mind, please do an HSA Reset to remove all HSA data from your return so you can start the HSA interview over from scratch.   HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form(s) (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and redo the entire HSA interview....  

Ok, so what has changed on your return?  You can compare the two 1040s side by side or go to the 1040X to see what has changed.  Something has changed on your tax return that is not supposed to.  If you can figure out what that is you can change it back or come back here and we can try to help you fix it.

You are correct. Distributions from Schedule K- 1 Line 16 Code D should flow to Form 7203 Line 6 as a reduction in basis.   We would like to research this experience further. It would be helpful to have a TurboTax ".tax2025" file to test this issue.   If you would be willing to send us a “diagnostic” file that has your “numbers” but not your personal information, please follow these instructions:    In TurboTax Desktop, open your return and go to Online in the TurboTax header. (On a Mac computer, choose Share or Help.) Choose Send Tax File to Agent. You will see a message explaining what the diagnostic copy is.  Click Send on this screen and wait for the Token number to appear. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important. We will then be able to see the same experience you are having. If we are able to determine the cause, we'll reply here and possibly provide you with a resolution. 

@Sassy05 wrote: File 1040sr What is your question about the Form 1040-SR?   The Form 1040-SR is the same as a standard Form 1040 but with larger print.   All the lines and data entries are the same.   Due to the larger print, the Form 1040-SR is 3 pages long instead of the Form 1040's 2 pages.    The Form 1040-SR is simply the "Large Print Edition."   Online TurboTax defaults to Form 1040-SR for all seniors 65 and older, while in the desktop software one can choose to use regular Form 1040 instead of Form 1040-SR, if desired.

Possibly.  The issues with a few different things on this form started right around the time this release was issued.  At this point, many people are having their returns with form 5695 rejected so it may or may not be related, but it has been sent up the chain to be fixed.  

It depends. A loss is only counted on the business portion while a gain can be personal and business. If you have a gain, you use the original 2011 purchase price If you have a loss, you use the FMV at conversion. You may want to look up the Blue Book value for that time frame. I would not expect a gain on a personal vehicle - there is a much higher chance you have a business loss. Pub 551 page 17 explains property changed to business use basis. Pub 544 covers everything disposition related. You can use ctrl F to search terms.

Are you entering data directly into Forms mode? We discourage this as much as possible.   If you are unable to do this, I would look at the reasons why the State might not allow this exclusion.    For example,  * Do not include any amount subtracted for military retirement income (see code letter u in Instruction 13) or public safety retirement income (see code letter v in Instruction 13).  * You can't claim both pensions exclusions, the standard on Line 10a and the Retired Forest/ Park/ Wildlife Ranger on Line 10b of Form 502. * you and your spouse are not 65 (unless disabled). * you are trying to exclude a distribution from an IRA. (Plans under Sections 401(a), 403 or 457(b) of the Internal Revenue Code only) * and so on - see Instructions for Line 13 on page 7 in the Maryland 2025 Resident Instruction Booklet   I am not sure, but I can see TurboTax not allowing the entry on the 502, if this is not a valid amount to exclude.

@Thefrg wrote: I saved .pdf files. Wasn’t the .tax2024 data file supposed to save automatically?   Yes, the *.tax2024 data file is saved automatically, whether using Online TurboTax or desktop TurboTax.    If you used 2024 desktop software, the default folder for the data file (at least the Windows version) would be the Documents\TurboTax folder, but it could have been saved in another location.  You can search your entire system for any file ending in *.tax2024 or you can also search for just *.tax to see if you can find the data file.  And also look in the Recycle Bin and search any external storage.  If you use any cloud storage like OneDrive also look there..  If you have the Windows version and have multiple Windows user accounts, such as an admin account, etc., then do the searches from within each user account.

You need to get to the 8960 worksheet.  You can select "View" and "Forms" to get into forms mode.  You can select the "Open Form" icon (near top left) and search for the 8960 Worksheet (note: The worksheet must be edited not the actual 8960 form).   Another way to get to the worksheet if it is not listed is to open the 8960 form and select the field 5B, you should then see a magnifying glass icon that will take you to the worksheet.  When on the worksheet you should be able to enter a description and positive # for NUA not subject to NIIT in the bottom section of the Line 5b Adjustment area (I used my NUA per share X number of shares sold ( hope this is correct).  I also checked the box (if capital gain or loss) ,  not sure if box should be checked.   When you go back to the actual form 8960, line 5B should show a negative amount and be deducted from your capital gains with the results on line 5d.