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I'm using the Desktop version of TurboTax. Looking at the forms, I see the $1,987 entered on Schedule 1 Line 13 (and from there on Schedule 1 Line 26 and Form 1040 Line 10). Form 8889-T shows the $1,987 on lines A and D of the "Line 2 Smart Worksheet" (lines B and C are blank); this was also entered on Line 2. The "Line 3 Smart Worksheet" has all the "Family" boxes checked, and shows that my maximum allowable contribution is $8,550; this amount is also entered in lines 3 and 5. The "Line 6 Smart Worksheet" has zeros for lines A-C and $8,550 for line D. The Line 8 total is $9,550. The "Line 9 Employer Contribution Smart Worksheet" shows my employer's contribution on lines A, C, and F; this amount is also entered on line 9. Line 12 is the difference between lines 8 and 11 (i.e. $9,550-$7,563=$1,987. The "Excess Employer Contributions and/or HSA Funding Distributions Smart Wksht" is blank. The HSA deduction on line 13 is $1,987. Finally, the "Line 18 Smart Worksheet" shows a total and net HSA contribution in 2024 of $9,300, and a zero amount allocated to spouse in 2024 (line C2). I did not make an excess contribution to my HSA in 2024, so I would not have had a carryover of $1,987 in 2025. The $1,987 I contributed in 2025 was just to bring my total contribution (including employer contribution) up to $9,550. Why is this being counted as a carryover? And why am I being penalized for it?

Thank you for the suggestions!  I tried them but was still having the issue. I did more research and found something that said my provider may not have opened the portal for downloads yet so I waited a couple of weeks and it worked yesterday! Thanks for your help and the support phone #

There could be a couple of reasons why you might be experiencing a delay:   1. First, the status might be pending for security reasons. This may be a sign that someone is trying to use your identity to file a tax return. This can take up to 72 hours, after which your return will then be forwarded to the IRS, or if applicable, rejected. If rejected, you can then correct the rejection issue and resubmit. Please see this FAQ for reference.   2. Secondly, there could be a delay if your return has various refundable credits, such as the Earned Income Credit, Investment Credit, Energy Credits, or Business Credits. You may need to wait a few more days and check your filing status again. Please see this FAQ for additional information.   Note: Both instances may be applicable. That is, you could have a hold for security reasons first. And additionally for verification of the refundable credits in your return. In this case, delays might extend beyond 72 hours.

Dave,i am using TT self employed,when i check the box that says is any of your income from tips yes,it states that i cannot take the deduction at this time but to check back for an update,so basically it will not allow the deduction.

I suggest that you delete it from your return   If you don't have a 1095-A you can use these steps to clear it. Select Tax Tools On the drop-down select Tools There will be 2 green boxes Select Topics Search Type 1095-A The question will come up Did you receive Form 1095-A for your health insurance plan? Answer Yes Continue to the form Delete it using the trash can Repeat the process When you get to Did you receive Form 1095-A for your health insurance plan? Answer No

@user17732414608 wrote: I purchased Intuit turbotax Premier from Staples.     I am unable to download per the instructions which are as follows   1.  Download- Visit turbotax.ca/download - this option is not available - it redirects  2.  Install 3.  Activate  That #1 looks like a  url for Canada.  Are you in Canada?    And did you buy a code for the Desktop program OR a code for the Online version?  Some places are selling a code for Online this  year.   FOR USA How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd

RE: If you're using TurboTax Desktop, search your computer for a .tax2024 file when starting a 2025 return to transfer into your new return.   I did.  All of my 2024 data was imported (personal info, previous W-2s, 1099-INTs, etc.), but not my rental property information.   Jerry

I assume you started the business in 2025.   You need to edit your business entries. On the screen that says Your (name of business) Business, choose the Update option next to Business Profile. On the screen that says Lets Confirm your Business Info edit the option that says Acquired the Business in the current year. On the next screen choose the Acquired the business in 2025 option and you can then enter the date you started the business. It must be before the date you started the home office.

Here's how you can get a link: Sign in to your TurboTax account. Look for a "Referral Rewards" or "Refer a Friend" link in the left-hand navigation menu. You can share your unique URL and send it via email, text, or social media.   You can also visit the TurboTax Referral page directly to generate a link or check the status of your rewards.