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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.

1. I have been given an ETA of the 19th but I would not expect it then.  2. Your software update will not tell you. You will see the changes in the program. If you are online, the program will automaticallly update for you. Desktop version needs to be updated - which you should do every time you go in.  3. You will not need to delete but you will need to go through the state section again to pick up the correct information.

Thank you ReneV4 for your great response and direction. Really appreciate the time and trouble you took. Fortunately, I had the chance to go over the issue I was having with a Turbo Tax service associate, and is just going over the entries you alluded to I realized the mistake I was making; I entered the combined RMD for my wife's two IRA accounts in each of her 1099-R entries, and the system (naturally) added them. It was not for my account, it was for my wife's. Once I corrected the error by entering the RMDs associated with each account balance - it all corrected appropriately.  Regarding the RMDs, our financial advisor always gives us a single number per person, regardless of the number of accounts, so I didn't give it much thought until I explored further. One does not need to take out the stated RMD from each account, so long as the totals of all the accounts is met. Lastly, My Bad for not following up with this explanation before - and sparing you the work. I should have done that, but I was too busy celebrating. Hopefully this will not be lost and someone else can benefit.