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If you are trying to locate your IP PIN you can sign in to your IRS Online Account using ID.me on the IRS.gov website to retrieve your current IP PIN. Your IP PIN is available through your “Profile” page.  Retrieve your identity protection PIN (IP PIN)   If you don’t already have an account on IRS.gov, you will be asked to create an account and validate your identity. You can use this link to create an online account Online account for individuals.   Note: If you are already in the IP PIN program, the IRS mails a new CP01A notice with your PIN in early January. If you have an IP PIN it will be on your letter.   To get your IP PIN reissued, you can call In the U.S. call 800-908-4490, Monday-Friday, 7 a.m. to 7 p.m. local time (Alaska and Hawaii follow Pacific Time). If you are able to verify your identity with a phone assistor, your IP PIN will be mailed to your address on file within 21 days. Steps to Find Your IP PIN Online Go to the IRS Get an IP PIN page. Click Get an IP PIN. Sign in to your ID.me account (or create a new one, which requires a photo of your government ID and a selfie). Once verified, navigate to your Profile to view your 6-digit PIN.    Please return to Community if you have any additional information or questions and we would be happy to help.  

The SEP/IRA box is not checked, and I answered "NO" to the follow-up question asking if the box was checked or not.  The problem that persists is that TurboTax uses that improper account's 1099-R's data, and I cannot find a way to enter the information for the Fidelity IRA that TurboTax should be using.

mkhalbert   please confirm for me that you have in the HSA Summary: "Tax-free Company Contributions                     $9,550", but that your first employer had a code W amount in box 12 of your W-2 of 8,058 and your second employer had a code W amount of 1,491.   Were all of your contributions through your two employers, or did you make some contributions directly to the HSA custodian?   One interpretation of your numbers is that you have code W values of 8,058 and 1,491 (which adds up to 9,549 as you note), then you also entered 1,491 as a "personal" HSA contribution on the "Let's enter [name]'s HSA contributions" screen, which would be a duplicate of the code W amount on the second W-2. If this is the case, $1 from the "personal" contribution would be applied against the annual HSA contribution limit, bringing it up to 9,550, leaving 1,490 as the excess.   If this interpretation is correct, just remove the 1,491 from the second line on the "Let's enter [name]'s HSA contributions" (it was a duplicate anyway), and the excess will go away.   P.S., when you got the excess message, how did you answer the question on withdrawing or not the excess? It may be important.   @mkhalbert 

Thanks for your good advice! I kept fiddling with it, this morning, before I found your response, and I was able to update from the 'Forms', fill it out there, and it was transferred into the 'walk through' part.

Estimated taxes need to be paid quarterly thru the year to avoid penalty, you can’t just pay it all at the end or no one would pay any tax til the last minute.  Even if you meet the “safe harbor” amount in total, a penalty may be assessed due to underpayment for earlier quarters.  IRS assumes your income is even thru the year, if this was not the case and it increased later in the year then you may be able to reduce the penalty by filing the Form 2210 Annualized Income method to show how the income came in later quarters .  You can work thru this in Other Tax Situations / Underpayment Penalties section (it’s extra work tho as you have to calculate an AGI per quarter).  See also Form 2210 instructions.

Using VA state return.  I'm a part year resident.  I have entered the date I moved from VA to FL, and the state I moved to.  However, program keeps telling me I need to enter this information and won't let me progress

Follow the steps below to review, add or edit your assets for your rental property.    Search > Type rentals > Click the Jump to.. link > Scroll to Assets > Add expense or asset (if you have not yet entered an asset)  Add assets from the Rental Property info or Select Add expense or asset Select Edit/Pencil beside Property one > Select Update/Revisit beside Assets > Continue  Keep going until you return to the Rental property info page Select 'None of the above' for Real Estate Pro Edit/Update beside your first Asset (Residential Rental Real Estate) > Depreciation is shown  > Continue to finish Select Done with Rental Property (one) > Continue until you reach Rental and Royalty Summary Please update if you have more questions or need additional assistance.