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Thank you. First, it seems solved. Your answer (cookies etc) implies you think I was using TT online, but I'm using TT desktop on a Mac. I finally got it to work by quitting and restarting the app. When it restarted, the phantom CA K-1 partner worksheet was gone, and I've repeated that a couple of times and it seems gone forever. So whatever it was, the fix was somewhat similar to what you suggested.   I tried to add a post with that info yesterday, but I couldn't figure out how to navigate back to this thread on the website. I never got an ack email from my initial post, and search didn't find it.   Thanks and regards.

For a California S-Corp filing federal Form 1065, report the franchise tax paid in the California interview from the page "Tax Payments."  Check the box for Estimated Tax Payments. On the page "Enter Payments Made," check the box for "check if any additional payments were made." Enter the amount and date paid on the first line. The amount you enter here flows to California Form 100S pg1-3, Payments, Line 32, and is applied to the total tax liability calculated on Line 30.

T-bill interest is reported on form 1099-INT.   Federal tax withheld is reported in box 4 of form 1099-INT.   In TurboTax Online, when you enter your form 1099-INT, on the entry page, put a check mark next to My form has info in other boxes (this is uncommon).   Other boxes will appear and you can enter Federal tax withheld in Box 4.

It seems the payer is not quite clear on how to report this to a person participating in a drug trial. You will see in the details provided you do not fit into this category. See the instructions below to report the income without being subject to self employment income or self employment taxes.   The income is listed as Medical and Healthcare Payments. According to the instructions for the Form 1099-MISC, there is a requirement to report this payment for your participation in a drug trial, as self employment. This is the reason there is no further information required.  Box 6. For individuals, report on Schedule C (Form 1040). Form 1099-MISC Instruction (to the payer): Payments to persons providing health care services often include charges for injections, drugs, dentures, and similar items. In these cases, the entire payment is subject to information reporting.  Other Miscellaneous Income: If you use this method, delete the Form 1099-MISC. Sign into your TurboTax Online account Go to Tax Home (left panel)  Wages and Income  section Scroll to  Less Common Income > Select  Miscellaneous Income, 1099-A, 1099-C Select Other reportable Income > Enter a description (----) and the amount @pschnoor9  [Edited: 03/02/2026 | 1:37 PM PST]

The help article on this topic, last updated February 3, 2026,  still indicates that CSV uploads for crypto are temporarily unavailable. The article should be updated when this changes. We don't have a definite date as yet. There were major changes to the types of files supported.   @bm32641

Is your son a teenager with a first job who may have filed a tax return?   Is there another parent, or BF or GF who may have claimed him?   Also possible that someone used his SSN by accident and typo'd the wrong one.     Someone else claimed my dependent and my return was rejected If someone else claimed your dependent already, then your e-filed return will be rejected.  Print, sign and mail your own return which claims your dependent.  Mailed returns are processed differently by the IRS.  It will take some time (maybe even up to a year) but eventually the IRS will contact both parties and sort out who could rightfully claim the dependent.  The person who wrongfully claimed the dependent will face repayment of refund $, plus penalties.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.         https://ttlc.intuit.com/turbotax-support/en-us/help-article/taxation/somebody-already-claimed-dependent/L6vt9aDBv_US_en_US?uid=m68dbfw6   GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin      

The software can handle the withdrawal of HSA contributions; unfortunately, you did not go about it the correct way.   An HSA account is not a savings account from which you can willy-nilly add money to or withdraw money from as you wish.   When you have made excess contributions, then you can ask the HSA custodian for a "withdrawal of excess HSA contributions". You must use this specific phrase, or the corresponding form on the custodian's website (many custodians have this specific form on their website). Note: you cannot "back out" a larger number than the actual excess.   Since the distribution code on the 1099-SA was '1', this is not for the withdrawal of excess HSA contributions; this is for a regular distribution from your HSA. And if this amount was not for qualified medical expenses, then not only will the box 1 amount be added to your income but you will be dinged an extra 20% of the box 1 amount.   Furthermore, if you do want to make a valid withdrawal of excess HSA contributions, you generally have to do this by the due date of the return. For your 2024 tax return, that would have been April 15, 2025. If you don't make this deadline, you normally have to carryover the excess to the following tax year to be applied as a "personal" contribution, and you are assessed an excise tax of 6% on the carryover.   The real problem is that most taxpayers don't know how to determine their real HSA contribution limit so they are mistaken when they calculate their HSA excess.    And even when you discover what your excess contribution is, you don't lump multiple years in together.   So please do the following:   1. Tell us when you asked for the withdrawal of the excess contributions for the 2024 tax year, and when did you ask for the withdrawal for 2025. Your post implies that you asked for them at the same time, but I want to pin down when you did what.   2. It may be that we can your your 2025 tax return without a lot of effort - you have to work with your HSA custodian to change how you handled the withdrawal of excess contributions but at least there is a path.   3. For 2024, however, there are a number of issues: 3.A. Did you file an amended return? 3.B. Did you get a message from TurboTax listing your excess contributions number for 2024? 3.C. On this same screen listing the excess, did TurboTax give you the choice of withdrawing the excess or carrying it over?   4. Doing a little arithmetic suggests to me that your excess contributions for 2024 were $2,660.39. Is this correct?   There is a lot more to do, but please answer these questions first so that we can proceed.

Turbo tax was creating a Sch D in PA and it was looking for basis.   So, originally I did not click the one box that said not taxable in PA.   Once I clicked that, the error on Sch D in PA disappeared by the form still stayed there and it was marked not taxable in PA.      

You will want to enter your 1099-MISC in the Other Common Income section.  Follow these steps:   In TurboTax online, click on Income in the Federal section on the left menu. Click on Other Common Income to expand that section. Click Start (or Revisit) for Misc. income Click Yes for "Did you get a 1099-MISC?" Enter the information on the 1099-MISC on the next screen. If you had Federal income tax withheld, click the box by "My form has other info in boxes 1-18." Enter the Federal income tax withheld in box 4 Once the payer information, box 3 and box 4 (and any other boxes with information) have been entered, click Continue Enter the reason why you received the 1099-MISC on the next screen - such Oregon Paid Family Leave - click Continue For the uncommon situations screen, click that None of these apply at the bottom - click Continue. Click No, it didn't involve work like [name's] main job Select all the years you got the payment - 2025 will be preselected for you. Click "No, it didn't involve an intent to earn money" - then Continue. Click Done on "Your 1099-MISC summary" screen Entering the form this way will allow you to claim the income and the Federal withholding paid and won't count it as self-employed income that will be subject to the self-employment tax.

Having a basis for your Trad IRA is not all that unusual and, in any case, if you have one, which is totally provided for in the IRS tax code, you have to enter it to calculate your taxes correctly. Hardly an invasion of privacy if you are using software to prepare your taxes. If you don't have a basis, you just say you don't have a basis. I hope TT cleans up this section of their software. 

I had just the opposite. I chose for the check to be mailed and I received a letter from the irs that the check could not be deposited and i have to update my account numbers    will the check eventually arrive?

If by profile you mean Filing Status, Dependents, Income, AGI etc. it an be found on your previous tax return and documents.   To access prior-year TurboTax returns, Sign in to ‌TurboTax  You'll have to use the same user ID,  Go to Tax Home Scroll down to Your tax returns & documents Choose the desired year (2024) Download or print the PDF.   

*** CORRECTIONS on Timeline About 2024 HSA Contribution activity - 02/01/2024 - retired from work - July 2024 - I initiated a transfer of existing HSA account balance from my company HSA custodian to Fidelity - 08/15/2024 - HSA account balance has been settled with Fidelity - 08/15/2024 - I made remaining 2024 contribution amount $4,175 - 02/10 to 02/13/2025 - made aware of $999 excess contribution and withdrew it - 02/8/2026 - became aware of $999 excess amount as "Normal Dist" instead of "Excess Dist" - 02/26/2026 - post this request seeking tax expert advice