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While working on your current return, TurboTax allows you to create 2026-payment vouchers by selecting the “Other Tax Situations” area.   Open the link below to see further instructions: How do I make estimated tax payments?  

Using the TurboTax online editions your information is saved as it is entered.  You can sign off at any time and then come back to your return with the same User ID and Password used to create the account.   Click on Sign off at the bottom left of the online program screen.

To enter your social security benefits received in TurboTax Online:   1. Go to Income>Retirement Plans and Social Security   2. Click Start beside Social Security (SSA-1099, RRB-1099) to enter the information from your Form SSA-1099.  

Why do you think you have an over-contribution?   An HSA is an individual account.  You can have one, your spouse can have a separate account, but there are no joint HSAs.   Your ability to contribute to your account is determined by what kind of insurance coverage you have, and is not affected by your wife's coverage.  If you are covered by a qualifying HDHP, and have no other disqualifying coverage, then you can contribute to your account, even if your wife stops being eligible to contribute to her account.  And it doesn't matter if the "owner" of the insurance policy is you or your spouse, it just matters how you are covered.   And that would make your attempt to remove an excess contribution incorrect, and somewhat difficult to deal with.  But I think it can be put back.   First, let's confirm you and your wife's eligibility.   What kind of insurance did you have for 2025?

This is a known issue in TurboTax and we are working to resolve it as soon as possible. As soon as we have a resolution for you, we will update you in this Community thread.     @roundhouse_c  @user17737259805  @crbentz 

Ah. The solution was not in the Oregon instructions, but in Publication OR-CODES, Numeric Codes for Oregon Adjustments, Additions, Subtractions, Modifications, and Credits for tax year 2025.   As you can see in this document, code 327 refers to "Previously taxed employee retirement plan contributions".   What I am reading suggests that the 3,891 was a retirement distribution that was taxed in another state but not in Oregon.   In the Oregon interview, look for the screen titles "IRA and Pension Distributions". Did you check off "some or all of our IRA or pension withdrawals were taxed by another state". If you check this and hit Continue, the next screen asks "Report Pension Amount". Did you perhaps put 3,891 here?

You should enter the Form 1098-T in the Deductions and Credits section, then Education, then Expenses and scholarships (Form 1098-T). After you enter the Form 1098-T, you will see a screen that says Tell us about any scholarships or grants. On that screen there is an option to indicate that you received tax-free education assistance from an employer and a box where you should enter the tuition that was paid by your employer.