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Hi, the Vehicle should be under Vehicles use by (You) as they are not owned by the business but by self employment.  Every year those amounts have populated under Part 4 - line items 9281 & 9936.    This year they do not. 

Hi, the Vehicle should be under Vehicles use by (You) as they are not owned by the business but by self employment.  Every year those amounts have populated under Part 4 - line items 9281 & 9936.    This year they do not.   

I see your return, and the issues.   First, "In 2025,  the total family contribution were $1,000 below the IRS family limit. ( both 55+ years old ) ." Shame on me, I took this at face value. In fact, your annual HSA contribution that is shared by both spouses is the Family amount, the Self coverage is ignored for purposes of the annual HSA contribution limit calculation.   So, your HSA contribution limit shared by the two of you is $8,550. In addition, there is a $1,000 bump for dollars going into your HSA, and $1,000 going into your spouse's HSA, so, in effect a limit of $10,550 (but no more than $9,550 going into one HSA or the other).   This is explained (opaquely) on page 6 of Pub 969 under "Rules for married people".   So you have in fact an excess of $2,028, which is what TurboTax is telling you.   Second, "In February 2026,  the husband  asks the HSA custodian, to withdraw $2,000 from the 2025 HSA contributions, so that there will be no longer excess in HSA being carried over. "   The 1099-SA showed a code of '1', (not '2', which would be normal for a "withdrawal of excess contributions"). You have to specify this exact phrase to the HSA custodian or they will give you a normal distribution (code '1'), which is what you got.   Furthermore, you marked this as "all for medical expenses", which means that it could not be used to reduce the carryover.    In any case, it doesn't matter that you weren't asked about the "If you already withdrew your excess contribution, you still need to include it here. We'll ask about withdrawn contributions next. " You didn't withdraw any excess contributions in any case (code '2' on the 1099-SA).     The missing screen about giving you the option to withdraw the excess or carry it over...in your situation, TurboTax is just carrying over the $2,028 to 2026. It is charging you an excess tax of 6% in the process (line 49 in Part VII on the 5329).   I suggest that now that you know that your annual HSA contribution limit is much less than you thought, that you allow space for an extra $2,028 as a personal contribution in 2026 - this will use up the carryover, and you will be done with it. That is, don't contribute more next year than the Family total + $1,000 + $1,000 - $2,028. Remember that at least $1,000 must go into each HSA.

Thank you so much for your response.  Unfortunately, I can't figure out where to find this pop up window on a Mac I was able to save my Fed return seperately, but not my state... whenever I am in the program, it only shows me the Federal return and I can't choose the state.  I can see the pop up window to choose when I print, but not to save as a PDF.  It would be nice if the program would allow one to choose (save as) and choose the state.  I am currently stuck in a loop here.  Any additional help is more than welcome.

Thanks. I did not upgrade at all. I have used the premier edition from the beginning. Now TT is giving me no option to do anything but file federal and state amended returns and is charging me another $124.00. I see no way to print out my new amended returns so that I can simply file them via mail. What can I do with this?

I did everything the previous poster's solution suggested, PLUS I "unlocked" the .tax2024 file's encryption or pwrd protection within the File>Get Info screen (padlock on bottom-right corner).  Still, the import Continue button bonked. What finally worked was closing and re-launching TT25 after all of that.  Data is imported.  Phew!  Good luck, all.

TurboTax automatically calculates the additional senior deduction based on your date of birth and your income. You will see it on Schedule 1a, line 13b of your 1040 form. There is nothing extra that you need to do.    Taxpayers who are 65 and older may qualify for the additional deduction of $6,000 ($12,000 for MFJ).  To be eligible for the additional deduction, you must meet the eligibility criteria below: Be 65 or older by December 31, 2025 File Married filing Jointly if married Modified adjusted gross income under $75,000 ($150,000 for MFJ).  The deduction phases out for taxpayers above this income Review the TurboTax articles Tax Counseling for Seniors and the IRS Fact Sheet Deductions for Seniors for more information.  

Technically the only expense was when we paid to file for the LLC. That is where I am getting a little confused, from what I researched most people say if its a sole ownership LLC with no activity they don't have to file. But if it's a multi-member LLC you should file even zero income just for record keeping purposes. I guess I am worried if I change my business code will that be an issue for the future if we do eventually rent properties or does the business code not really matter?

Did you have any expenses?  Generally, a domestic partnership (or LLC filing as a partnership) does not have to file a federal Form 1065 if it did not receive any income and did not incur any expenses (deductions or credits) for the tax year.  You can change the code, but I don't know if that will stop the prompts.  You probably indicated in the step-by-step that the business was rental.  If so, you'll need to change that.

No it didn't. I know which MACRS to use for the items I was trying to list. I've been doing this a long time. Never with Turbo Tax thankfully, but won't make that mistake again. Did it on another product and everything worked fine. I think you should give me a **bleep** refund since I couldn't even file with your software. 

Section 1256 contract net losses can be carried back up to three years to offset previous net 1256 gains, or carried forward indefinitely. Since the losses can be carried back they have to be tracked separately by year.  When carried forward, they will be combined, if necessary to offset losses.   

Ii had same issue with Cananadian Retirement. Couldn’t delete. Filed anyway and did see it show up in the filing. Got our fed refund very quickly. Just ignore it and file. Still, Intuit should fix it or risk losing customers.