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See below for the section where TurboTax asks about withdrawing the excess:   Do you want to withdraw excess money from your HSAs? It looks like Kathleen has an excess contribution of $1,490. Unfortunately excess contributions are taxed at an extra 6%. However, you can still withdraw up to $1,490 before April 15, 2026 to avoid the additional tax. Learn more Note: This does not include prior year excess contributions. Yes, I'll withdraw the full $1,490 excess contribution by April 15, 2026. We'll withdraw some of the excess contribution by April 15, 2026. No, we won't withdraw any money from our HSAs.

Bonjour @michaud-felix    Le faut-il?  Non. L'étudiant doit d'abord réclamer ses propres frais et s'il en reste, alors il peut transférer le solde à une personne admissible à le recevoir. Le transfert des frais de scolarité d'un enfant constitue un crédit d'impôt non remboursable qui sert uniquement à diminuer ou à annuler l'impôt à payer, calculé selon les paliers d'imposition.  Réclamer ce crédit ne fera pas changer le palier (le "bracket") du parent et ne donnera pas droit à un remboursement additionnel si le total des crédits non remboursables devient supérieur à l'impôt à payer. Si les deux ont suffisamment d'impôt à payer pour utiliser l'entièreté du transfert, alors au net, il n'y a aucun bénéfice que ce soit fait par l'un plus que l'autre.  Si cette réponse répond bien à votre question, merci de l'identifier comme solution confirmée!

I am using TurboTax Online   There is only one column for me, my spouse isn't listed in the summary. He does not have an HSA, but is covered under my HDHP family plan. Here are the values listed by row:                                                                             Kathleen Deduction                                                              $0 Total Distributions                                                $1,028 Taxable Distributions                                          $0 Taxable Earnings on Excess Contributions    $0 Tax-free Company Contributions                     $9,550 Excess Company Contributions Withdrawn   $0  

As of today, there is still no correction.  I deleted Form5695 and reentered all information on for Part II.  On Form 5695 Turbotax is still not calculating line 19g and is limiting line 19h to $250 instead of $500.

Oui, les deux cotisations sont obligatoires pour toute personne travaillant au Québec, âgée de 18 ans ou plus, avec un revenu annuel supérieur à 3 500 $.   RRQ: La cotisation est obligatoire de 18 ans jusqu'à 73 ans (même si l'on reçoit déjà une rente de retraite). AE: la majorité des travailleurs salariés occupant un emploi assurable et leurs employeurs   Merci de choisir TurboImpôt

No, you are not doing anything wrong technically. The information below will help you to walk through the steps you need to follow.   I will provide steps to enter your Sale of Home and Sale of Business Property. For any rental assets that were placed in service specifically for the rental area, if applicable. Assuming you add the assets now for depreciation as far as the house (no land) TurboTax will calculate all prior depreciation and the current year.   Also because you didn't take the depreciation through the rental room years, you have the option to use it for 2025 but you must use Form 3115 to be allowed to deduct the full amount on your Schedule E for 2025.   Because you have a rental space and you also used the rest of the space as your home, you will use: Sale of Home  Sale of a Business Asset.  It's the way it must be reported so that all the correct gains home sale exclusion to calculate accurately Next, you will split the sale by dividing the rental space by the total space (square feet) then use that result to multiply by the cost of the building only (not the land portion since that is part of the house and part of the home sale). The difference will be the sale of home and reported as indicated below. Note: If you have any other assets that are specifically rental space calculate the selling price if any for each of those using the rental portion of the cost above, adding the other assets to arrive at a combined total to use for the selling price for each business asset. Home Sale with Rental Depreciation- Follow the steps here for the rental portion: For any asset you might have in your rental activity. In your situation the sale should be reported as indicated above. This means that in the rental activity you must be sure to select in Property Info it was sold and when prompted select Yes for Special Handling (this stops TurboTax from looking for sale information in the rental). Results: The amount of depreciation that was allowed will be completely taxable up to the amount of gain received on the sale. TurboTax will do all the calculations based on your entry Steps to enter the Sale of Home in TurboTax: Wages and Income > Less Common Income > Sale of Home On the screen Primary use of home select 'Yes' Do not enter the number of days used as a rental (nonqualified use) Continue to Depreciation after May 6, 1997 > Do not enter the total depreciation for rental (a separate sale for the rental room portion will be done below). This will allow TurboTax to handle the sale with the correct amount of excluded home sale gain.    Sale of Business Property: Income and Expenses at the top Scroll down to Other Business Situations For TurboTax Desktop: Business Income and Expenses > Less Common Business Situations Select Sale of Business Property Select Sales of business or rental property that you haven't already reported. Answer 'Yes' to Do all of the following apply...? Enter your sales information: Only the rental room percentage of cost, selling expense and the full allowed depreciation (include the current year and total for all prior years based on the calculations after your enter the home in the rental asset section). Description of the Property Sales Price/Sales Expenses  Date acquired and date sold Cost Depreciation Specific Rules for Form 3115: To file IRS Form 3115 for an automatic accounting method change, you must file in duplicate:  attach the original, unsigned form to your timely filed federal tax return (including extensions), and mail a signed copy to the IRS National Office or Ogden, UT office. Form 3115 Instructions (page 2) You must use the TurboTax Desktop ‌ to complete this form. TurboTax doesn't help you with this form. And your return must be mailed because this form is not supported through e-file. This must be completed and filed with your tax return on time. The depreciation will not link from Form 3115 to your Schedule E. Be sure to get the total accumulated depreciation prior to 2025, and enter that number on your Schedule E under 'Any Miscellaneous Expenses' then use the description F3115 Section 481(a), then add the amount. Your depreciation schedule will maintain the information for each asset for future use.   You can change to TurboTax Desktop if you choose. How to switch from TurboTax Online to TurboTax Desktop?

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26