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OK, you have entered something (who knows what) that is telling TurboTax that you have an HSA. Please humor me, and go through the updated HSA Reset (below).   The only time this fails to snag all HSA data is if you have a 1099-R and you did a direct trustee to trustee transfer of a HFD (HSA Funding Distribution). This is so rare, however, that I don't include it in the usual list.   Also, please tell me why you think that TurboTax thinks that you have an HSA. Did TurboTax say so in so many words?   @eegram0    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(s) (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(s) (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 continue with your return.

If you know what your Cost Basis is for your shares (Exercise Price + Discount), delete your 1099-B (especially if imported), and re-enter it as a regular stock sale.  Check the box to 'adjust cost basis' and enter the correct basis amount.   @mowzy 

We would like to research this experience in TurboTax Business. It would be helpful to have a TurboTax ".tax2025" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:    Open your return and go to Online in the top menu, then choose "Send Tax File to Agent." You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. Reply to this thread with a screenshot of your Token number (this avoids Community filters for numbers with a dash) and tag (@) the Expert requesting the token from you. Please include any States that are part of your return - this is VERY important.   We will attempt to determine the cause of your experience and possibly provide you with a resolution.

Yeah this is absurdly bad. I originally purchased desktop Deluxe, realized it wouldn't let me import .csv files, found a TurboTax help page explaining how to format .csv for crypto, with a disclaimer saying that only Premier and Home and Business allows importing .csv files, upgraded my Deluxe to Premier, and I still can't import .csv files. I saw an earlier post about this functionality being available by March 18. If it's not, I'll be asking for refunds for both the original Deluxe download and Premier upgrade. Unsure if I will still give my business to Intuit after this. I've been using TT for about 20 years and I feel quite burned by this.

Guys, as Annette said, the IRS instructions state clearly that if there is an entry in box 9a, then this must be a total distribution, which would suggest checking off the Total Distribution box in 2b.   That is, TurboTax is working exactly as the IRS instructions say.   Please note this: These instructions for the 1099-R as instructions for the entity that is creating the 1099-R (IRA custodian, pension plan administrator, whatever). These are not instructions for you the taxpayer.    So the error here is that whoever created the 1099-R put a number in 9a and forgot to check off the box in 2b. Don't blame TurboTax, blame whoever created the 1099-R.

For a loss in the current tax year, go to the Farming topic and enter your income (if any) and expenses that resulted in the loss. TurboTax will also ask if you had any losses carried over from a prior year. Be sure to work through all the topics in the Farming section.   If you're using TurboTax Online, log into your account, open your return, and use this link: Schedule F. Otherwise, use the search box to find "Schedule F" and use the jump-to link.