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I'll try to address each member's question(s):   @Opus 17 :  >1. On your 2024 return, do you have a penalty on form 5329? I've searched my 2024 W-2, and there's  no record of form 5329 (i used the document search tool and cannot find it). If it's any help, the value of $328 appears in a few places on my W-2: ("additional income from schedule 1, line 10" and "income from form 8889" >2. When did you request the return of excess (before or After April 15, 2025)? We filed an extension for 2024 taxes, and finally submitted them in August 2025. Again, I believed that I was confirming with turbotax how I wanted to handle my excess contribution from 2024, and told it to re-distribute the $328 into 2025 HSA contributions. I didn't think I was asking for a "return of excess". Am I misunderstanding your question? As a reminder, I never filled out any forms with my HSA, i.e. form for "distribution of excess HSA contribution form". I talked to my HSA recently, and their odd reply was this form was not necessary to fill out. >3. Did the return of excess contain any interest or earnings?  Was that interest or earnings reported as taxable income on your 2024 return? I believe my response to Question 1 may pertain to this. But if of help, my wife's 1099-SA for 2025 shows box 1 "Gross distributions" shows $328.09, and box 2 "earnings on excess contributions" shows $0.09   @dmertz  >What happened is that you received a distribution of $328 as a return of the excess contribution and you deposited that $328 back into the HSA as a personal (not through your employer) 2025 contribution Are we using different language but saying the same thing? Is this essentially taking the excess from 2024 and contributing it to 2025? I thought that's what I told turbotax to do, and you're suggesting that I did it correctly? (Again, odd that I'm finding a form from my HSA custodian that suggests I should have completed section "how would you like the excess funds distributed? check one... "option 1 - change tax year to:______ (contribution will count toward your yearly contribution maximum". I did NOT complete this form and let my HSA know.)   @BillM223  >No, you should answer "no" because (1) you don't even know if you had an excess in 2025 To clarify, I know I had an excess in 2024 that I'm trying to figure out. I do not believe, based on all documents from my HSA, that I have exceeded the max contribution limit for 2025. >please tell me what is reported word for word on the HSA Summary when you say, "makes the $328 show as wages in turbotax under HSA". I'm just referring to the summary page of my "wages and income", for my HSA entry, its saying income is $328. same summary page that lists all my other sources of income (my job, investments, etc.)   >So, please come back and let me know when (the date) you requested this withdrawal of excess HSA contributions, and we will work from here. This seems to imply you believe I requested withdrawal of excess contributions (from TurboTax and/or my HSA custodian). I have done neither. Would the fact I do not have a form 5329 on my W-2 confirm this?

To clear all mismatches, go to your 1099 iNT entry and type in "1" for your foreign tax credit. There will be a follow-up question that is labeled Tell about your Foreign Interest; Here you will type in $110 and the country where this originated.   When you start preparing your foreign tax credit section, both the 1099-INT and 1099-DIV will be linked. This saves the tedious task of entering these manually, as there will be boxes to check that are linked back to your 1099 INT/DIV entries. Both incomes will now be reported to get a true estimate of your foreign tax credit.   Adding the $1 won't make an impact on your return and will not arouse scrutiny with the IRS.  If you do feel anguished by reporting that extra dollar as a credit, you can edit your 1099 DIV entry and reduce the foreign tax paid in Box 7 by $1. This way, your foreign taxes paid are reported correctly.

If the IRS says your refund is being "processed" it has not yet been approved.      TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2025 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst         If you are getting earned income credit on line 27 or additional child tax credit on line 28 You are subject to the delay required by the PATH act.  Do not expect your refund before early March   https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/federal-refunds-delayed-due-path-act/L5jnQJsBi_US_en_US   Note:  “Accepted” is not the same as “approved”.  TurboTax tells you the e-file was accepted if the IRS deems that there is enough information on the return for them to take it in for processing.   Only the IRS can approve of the refund, which is a later stage of processing.  If the IRS approves your refund they will provide a date for the refund to be issued.   FROM THE IRS WHERE’S MY REFUND SITE: https://www.irs.gov/wheres-my-refund How it works Where's My Refund shows your refund status: Return Received – We received your return and are processing it. Refund Approved – We approved your refund and are preparing to issue it by the date shown. Refund Sent – We sent the refund to your bank or to you in the mail. It may take 5 days for it to show in your bank account or several weeks for your check to arrive in the mail.    

@Jeannette1 I agree the update process has been super frustrating this year with very poor communication. That said, I was able to update my rental property depreciation in TT online a few days ago and I successfully filed my taxes today. If you can't find it, look for the Assets section under Rental Income. I did have to fix an error in the real estate income calculation, so definitely double check your actual forms before filing, but you shouldn't have to do it manually. 

Wisconsin Efile rejected repeatedly.  Was told that the bug fix would be available today, Feb. 26, 2026.  I updated the desktop version, but still get efiles rejected.  I don't want to paper file.  Help!  Error code TY25_WI_Retirement_V2_Narrow.

  The “senior deduction” is added automatically by the software based on the date of birth and filing status you entered into MY INFO.  You do not need to take any extra steps to enter it. (And…the new senior deduction has nothing to do with whether you are getting Social Security)   The deduction is not on the same line as your standard deduction.  It is shown separately.on line 13b.     2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)     For 2025 through 2028 there is an extra  deduction amount of up to $6000 per individual 65 or older filing Single, MFJ, or HOH which is phased out for taxpayers with modified adjusted gross income over $75,000 for single filers and $150,000 for joint filers.   (The deduction phases out completely at $175.000 Single or HOH, or $250,000 joint)   The $6,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b. It is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e.  Turbo Tax automatically includes it. IRS Schedule 1-A https://www.irs.gov/pub/irs-dft/f1040s1a--dft.pdf   Need to see it? https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr   If you are not getting the senior deduction it is because Your date of birth in MY INFO shows that you were not 65 by the end of 2025 Your income is too high You are filing married filing separately

summarizing without details  is restricted to Box A and Box D items with no adjustments. otherwise IRS Instructions require details of your SELL transactions to be supplied on some Form 8949, or on your other forms (e.g. consolidated 1099-B or spreadsheet) which have the same information and in the same manner as Form 8949.   @wwthomp 

The Form 1040-X for amending a 2025 federal tax return is estimated to be available in TurboTax on 03/04/2026   Forms and schedules availability website - https://form-status.app.intuit.com/tax-forms-availability/formsavailability?albRedirect=true&product...   An amended return, Form 1040-X, can only be printed and mailed to the IRS if the original tax return was not e-filed. The IRS will take up to 20 weeks or longer to process an amended tax return. Before starting to amend the tax return, wait for the tax refund to be received or the taxes due to be paid and processed by the IRS. See this TurboTax support FAQ for amending a current year tax return - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/amend-federal-tax-return-curr...