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I imagine that any charge is a function of if you paid for TurboTax or for any add-ons (like Max). And, we in the Community have little knowledge and no control over that part of the system anyway (our main mission is to answered tax/law oriented questions).    Listen, if you call the number and get asked to pay a fee (and decline), I have one more option - to delete all of your HSA data and start over. I don't know why your HSA interview experience is so different most other taxpayers, but the last resort of deleting your HSA data to start over has helped many.   If you want to do this, please see the following:   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 (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 (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....  

Your spouse will file as a Part-Year Virginia resident.  She can use her Texas residency for the time she was active duty.  If she had no Virginia income, she would not be required to file as part-year Virginia return.  If you are a Virginia resident with Virginia income, you can elect a joint return using Filing Status 3 - Married, Spouse Has No Income from Any Sources.  You would have to follow the instructions provided here: How do I prepare a joint federal return and separate state?  

Yes.  If it is prescribed by a doctor to treat a medical condition, it would be a deductible medical expense if you are itemizing your expenses.  Medical expenses are only deductible for the amount that is over 7.5% of your AGI.  This means if your AGI is $100,000, then you would only be able to include in itemized expenses the amount that is over $7,500. Itemized expenses include mortgage interest, gambling losses up to 90% or up to winnings (whichever is less),  charitable contributions, state and local taxes up to $40,000, medical expenses in excess of 7.5% of your AGI and federally declared casualty and losses in excess of 10% of you AGI with the first $100 not counting towards the loss.    Then your total itemized expenses would need to be greater than your standard deduction below in order to benefit from your expenses.  The 2025 Standard Deductions are as follows: Married Filing Joint (MFJ)              $31,500 Married Filing Separate (MFS)      $15,750 Head of Household (HOH)             $23,625  Single                                                 $15,750                                 Blind or over 65 and MFJ or MFS add $1,600 Single or HOH if blind or over 65 add $2.000 Standard Deduction vs. Itemized Deductions: Which Is Better?  

Make sure to check your personal information, like your name & address. Make sure the information matches what the CRA has for you. If you are not sure what they have on file for you, you can and confirm it with them.    If you are in Canada or the United States, you can call the CRA at 1-800-959-8281. If you are elsewhere, you can call 613-940-8495. This page has more ways to contact the CRA: Contact the Canada Revenue Agency   If you are still not able to resolve this issue, please contact our phone support team for more assistance.       

No, that is not correct.  QBI is the lesser of 20% of your QBI or 20% of taxable income minus net capital gains.  The senior bonus deduction lowers your taxable income.  If you look at line 14 of form 8995, you will see the numbers and calculations for you.  Line 14 is a limiter and it would include your Senior deduction.    QBI is calculated as follows: Reported income- expenses- 50% of your SE taxes- Self Employed Health Insurance- Retirement contributions.   Note: There can be other deductions as well, but these are the most common. It can also be limited by taxable income limits which would include W-2 income and capital gains.     Example.  You have $11,000 in income from self employment.  $1,000 in expense.  $1,530 in Self Employment Taxes.  Your QBI would be calculated as follows: $11,000 -$1,000 =$10,000 -(1,530/2) =$9,235 QBI tentative deduction= 20% x $9,235= $1,847   You have other income of $30,000 and you are single but over 65.  So after your standard deduction and senior bonus, your taxable income is $8,250.  Then you would take 20% of that which would be $1,650.  So your QBI would be limited to $1,650.  So you should not override it. @socalgalish 

I finally got a reply from TurboTax Tax - update scheduled for March 18. Not acceptable. New question: how to find other software that can handle this   I dont want to put everything in again only to  encounter the same problem.

The TurboTax online editions are only for tax year 2025 and cannot be changed.   To complete and file a 2024 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2024 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/   A 2024 tax return can only be printed and mailed, it cannot be e-filed using TurboTax.

It depends.   The form is looking for real values so you do want to keep that information with your tax file. Lines 4b1b and 4b1c are the allocation ratio. The IRS is looking for the basis of the  specific investment on the line 4b1b  divided by total investments you own (stocks, bonds, cash) on 4b1c. If you have no deduction you can make up numbers to get past the allocation screen. You just can't use a zero in the denominator. As for clarity, I suggest you leave feedback where the developers will read it. We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.  If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab. @jujigatame 

You do not need to enter boxes 2e and 2f on your tax return.   The IRS says in these instructions for form 1099-DIV page 4:   Only RICs and REITs should complete boxes 2e and 2f. Boxes 2e and 2f do not need to be completed for recipients that are U.S. individuals.