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When you go through the HSA interview, do you see a screen for you that is titled "Lets enter [your name]'s HSA contributions"? On the second line on that screen, please enter your additional contributions as a "personal" contribution.   There have been some issues this year with a few taxpayers not being able to see this screen. If so, please do an HSA Reset (see below) that will clear all your HSA data so that you can see all the appropriate screens in your HSA interview.   If you do that and still don't see the screen, come back and tell us.     HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form (1099-SA (if one), 8889-T, and 8889-S (if one)). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form (1099-SA (if one), 8889-T, and 8889-S (if one)) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, and 8889-S (if one)   5. go back and re-add your W-2(s), preferably adding them manually 6. go back and redo the entire HSA interview....

OK, thanks.  When turbotax tells you that you have an excess contribution (it should tell you this twice, once for each IRA) it should also ask you a question like "Will you remove this excess before the tax deadline?"  If you say yes, it should clear the excess from form 5329.  Is it possible you skipped this question when you first entered the contributions because you were trying to decide what to do?  Try going back through the IRA interview and see if you get that question now.  (You have to report the contribution since you made it, then note the removal.  You can't just say you contributed zero.)   If that doesn't work you might need to change your contributions to zero, and delete the two "imaginary" 1099-R with code PJs. .  Then exit, restart, and go to the tax tools menu and delete form 5329-T and 5329-S if they are there.  Then exit, restart, and enter the IRA contributions again and answer the removal question.   If that doesn't work, you may need to call support so they can do a screen share with you and look at the internal worksheets and fix something for you.  

Thank you. I knew how to do the percentage math. The problem is that each fund in the brokerage account doesn't have individual boxes with values.  It does list many breakdowns of  interest and dividends. What I've done is simply subtract long term cap gains from total dividends as the amount to figure percentages on and hope that's correct. Thanks again.

Your estimated tax payments will serve as a credit against your Federal tax liability and have to be entered on your tax return.   In TurboTax Online, you can enter estimated taxes you paid by following these steps: Open your tax return Click on Federal in the left-hand column, then Deductions & Credits Navigate to the list of Deductions and Credits  Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right  Click on Start next to Estimated Tax Payments On the next page, click Start next to Federal estimated taxes for 2025 (form 1040ES)

To enter your farm income, you will have to do it in Forms mode.  To do this:   Select Open Form In the search box, type "Schedule F" Add the Schedule F Enter your farm income, expenses, and depreciation directly into the Schedule F forms.  The information will transfer to Line 6 of Form 1041.     @3916 

Turbotax used AMT calculations to calculate a large tax on a 2025 return I was working on.  The return included a significant capital gain from the sale of a second home, of which one half was inherited.  There was enough capital loss carryover to cover the gain, however, TT calculated the tax using AMT and gave no credit for capital loss carryover from previous years. The calculated tax owed was tremendous!  The return is for a retired couple (over 65), MFJ, and the income without the large capital gain was around $100K.  This couple has pensions, social security, and some W2 income and never paid AMT before.  I discovered that you have to go to investment income, capital loss carryover, then edit the "Here's what we have" section in the upper right corner.  Enter numbers from schedule D then answer "Are your carryover AMT amounts different?" with a "Yes."  Then enter from Schedule D AMT from the previous year the values requested.  The Net long term capital gain (or loss)  is the same for regular tax rate and AMT if the taxpayer never paid AMT.  Doing this allows the program to give credit for previous years' capital loss carryover.     This seems exceedingly complicated to do - I wonder if TT can upgrade the program in this area.  

The Person on the Return worksheet is summarizing the info entered in the Personal Info section for each person on the return.  The TS/SP link at the top simply points to the parent on a dependent worksheet.  If your dependent is a student, make sure that is indicated in Part I, Student Status.  If not, return to the Personal Info section interview to indicate that in the interview.    This should not prevent Efiling, as it is a worksheet and was designed to help prevent 'check this entry' errors.  If you can share more details, we'll try to help.    @user17734154580