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If you have not filed your 2025, you can go back and apply the payment from 2024. If you have already filed, MI may correct the return for you.   If you have filed and MI does not correct, you will need to file an amended form to include the refund applied.

All fields on all uploads (3) were blank. I did not check the box indicating info was present in those other blank fields. Intuit software put a check in that box and wouldn’t allow me to remove it. The error message that appears is highlighted box 17 and has curser inserted with keyboard appearing on my iPad. The only way to move past and resolve this error is to insert text/ number. I tried to insert a “-“ and couldn’t. I tried the same process on my Windows 11 laptop with the same failure. I was so frustrated I considered just downloading the IRS 1040SR form and filling it out from scratch, even though I paid Turbo Tax $79.95 for their bad advice to just proceed, leaving blank spaces and the process would move forward and file would submit despite this error/warning. It would not. Next year I will I will save $79.95 and avoid using Turbotax!

Contact your HSA custodian and ask them to consider that $5,000 withdrawal as a "mistaken distribution". This will require you completing a form and you sending the $5,000 back to them. They don't have to do this, so be nice...grovel if you have to.   Then turn around and ask for a withdrawal of excess contributions of $1,450 plus earnings (please ask them to calculate this - although more and more HSA custodians are getting lazy and declining to do it). This next 1099-SA will arrive sometime between your request and late January 2027, but it goes on your 2026 tax return. So you might not see the new 1099-SA for a while.

That's nowhere. The numbers are for all three combined. Everyone in your tax family must be reported on your 1040. If there is someone who is not, then between you, you can agree as to how much of each month  is allocated to the OP. Your tax family is you and anyone you can claim as a dependent, even if you don't.  

If the income is not there on your tax return then it did not get saved in there.  You may need to file an amended tax return to include the business information that was left out.     Is the income from your business included on the form 1040 that you filed?   It would show up on line 8 of the form 1040 and on line 3 of form 1040 schedule 1. 

Follow these steps: Go to federal deductions and credits Scroll down to Estimates and Other Taxes Paid Select Other Income Taxes Scroll down to Other Income Taxes Paid in 2025 Select balance due on 2024 paid in 2025 Select the state and enter the tax paid

Yes, deleting the K-1 may be the answer but before you do, try these steps.   Check the "Self-Rental" Toggle: Go back to the K-1 entry. Look for a checkbox specifically labeled "Income is from a self-rental" or "Reg. 1.469-2(f)(6) recharacterization." Checking this is often the "key" that unlocks the flow from the K-1 to Form 3800.  Verify Form 8582-CR: Even if you don't "see" it in your main forms, look at your "Forms in Use" or "Underlying Worksheets." If the credit is sitting on a worksheet for 8582-CR, the software still thinks the activity is passive. If the toggles are correct and it's still blank:   Delete Form 3468.  Delete the K-1. Re-enter the K-1 first. Ensure you select "Material Participant" and "Self-Rental" before you add the Box 20 energy property data. Sometimes the sequence of data entry creates " limitations" in the software's calculations. As a suggestion, look at your Form 1040, Line 18 (Tax Liability). If that number is $0$ (before credits), the credit has nowhere to go on Form 3800 and will be stored as a carryforward for 2026.

@BTRR to amend 2023 you need to use the 2023 s/w.  See instructions posted by @CatinaT1 with note you need to save the amended return as a new .tax2023 file do not overwrite the original return - you can either make a copy of the .tax2023 file before you start, or use "Duplicate" in the File menu to save the amended return as a new copy.  Also ensure you have PDF with all forms and worksheets for both your original and amended returns, for your records.   For Form 8606 if you had a 1099-R it is triggered in the questions there not sure about 2023 workflow but you may need to click Done or Continue from the 1099-R summary page after inputting the 1099-R and it will then ask you whether you had a basis to track and you can update it there.  Alternatively you can also go to Deductions & Credits / Retirements and Investments / Traditional and Roth IRA Contributions and check the Trad IRA box and then answer the questions accordingly (mainly "No" if you didn't make a contribution) and you will get the same question about prior basis to update.   You may also need to provide the market value of all your Traditional IRAs as of 12/31/23 if you didn't already for the pro-rata calculation on 8606.   When done check the calcs and outcome on Form 8606 in Forms mode, you should see the carryover basis on Line 2.  Based on what you described I think when you update the basis you should get a tax refund as it will recalculate some of the distribution was non-taxable.  Form 8606 Line 14 should then have the updated basis to carry forward to 2024/5.  Then go through the same process for 2025 to update the basis as Turbotax 2025 won't know about it from your 2024 transfer.   You will have to paper file the 2023 amendment but I don't think you need to wait on that to file 2025, as long as you have the correct basis carryover for 2025 return so you don't need to amend it later.

Student in NC- first issue, where your parents live vs your residency. If your parents do not live in NC, you probably were never a NC resident. Residency is the place you call home and where you intend to return after school. Maybe you had a NC license, registered to vote, car tags, etc.   File either a nonresident or part-year resident NC return for the time there. Income earned while in NC is taxed to NC on either return. As you go through the NC return, it asks about the wages and NC source. You need the correct wages and tax to pull over. Follow these steps: Open to federal income Edit the W2 (employer already notified federal and states) Scroll down to the state section of the W2 Enter the correct wages for while you were a NC resident.  If zero was earned while in NC, mark zero wages and zero tax. (Put all of the income under PA)  If you did earn something while in NC, enter the wages and tax. Continue If you had zero wages, you need to enter the $1,000 tax paid. Go to federal deductions and credits Scroll down to Estimates and Other Taxes Paid Select Other Income Taxes Scroll down to Other Income Taxes Paid in 2025 Select withholding not already entered on a W2 Select yes to withholding not yet entered Select the state and enter the tax paid continue through to state return Next, complete PA - a part-year or resident return (if that was your residency all year). If part-year, list only the income earned while in PA. If full year, list all income and claim a credit for the tax paid to NC. You need to do the states in this order, if you are claiming a credit. The credit will be the lower of the state tax liabilities on the same gross income. You may owe your resident state,  if they have a higher tax rate along with differences in how the taxable income is calculated.