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If you have a TurboTax Online Expert Assist product, you should see an Expert help button in the bottom right hand corner of your screen. Click on that to schedule live help through a phone call or chat.   If you are not seeing the Expert help button and your product (top left corner of screen) does not say Expert Assist, it may be that you are logged into a different TurboTax account than the one you were in when you purchased Expert Assist.   If you are still unable to resolve this issue, you can call TurboTax at 1-800-446-8848 and have a representative look up your order.

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return.  

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.  (See posts above for other user experiences.) Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return. @whogan3   

Every year on TT I always enter Box 1 (Gross distribution) AND Box 2a (Taxable amount).  And no, TT doesn't change it.  The way you explained it makes perfect sense now.  I *am* recovering his total contributions by entering Box 2a as his taxable income, thus bypassing being taxed on his Box 1, his GROSS distribution.  I get it now, thank you!!   Do I still need to fill out the Simplified Worksheet in TT?  I've never done that.  If you're certain that when he recovers his contributions in about 11 years, Boxes 1 and 2a will be the same dollar amount, then I guess I don't have to do the worksheet?   The TT question was so horribly written, I hope it's changed for next year!   Thank you so much for your help, it is much appreciated!   @anonymouse1     

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return.  

They hid it in a separate pop-up table and then in the last row of that table which is not shown by default.  A user has to scroll down to see the "Select" option under each of the TurboTax Products.   A person needs to click the "See other TurboTax products" link and then scroll down and click "Select" under the "Do It Yourself" column.  This is clearly intentional and slimy (etc.) as others have pointed out.

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return.  

To enter your Schedule K-1, click here (TurboTax Online/Mobile), or you can follow these navigating steps:   1. Federal  2. Wages and Income 3. Scroll down to S-corps, Partnerships, and Trusts or Schedule K-1 4. Select Start or Update  5. Select the correct entity type from the list, in this case Estate/Trust on Form 1041

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return.  

Make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates".   You also check to see if you have 2 forms already downloaded.  If you, do you can delete one, to do this:   Open or continue your return. Switch to Forms Mode by selecting the Forms icon. From the menu, select the form you want to remove. After the form is generated in the right pane, select the Delete Form button. Follow any onscreen instructions to remove the form or forms. If you are having trouble importing your 1099:   Make sure you are selecting the correct entity, there are some entities that have similar names.   You also need to consider that both TurboTax Online and TurboTax Desktop support up to 10,000 of any combination of transactions and imports.  If your file is larger, you will not be able to import it.   Check to see if your web browsers require permission to let a website send data to a program on your computer.  See the following TurboTax help article for more information.   Make sure that your pop-up blockers are off.   Switch to a different browser.  Make sure that you enable third-party access to your brokerage account information. If these do not work see the following TurboTax help article for more troubleshooting ideas:   What if I can't import my 1099? How can I fix my 1099 import issue? How do I delete a tax form in TurboTax Desktop? If you have any additional questions or information regarding this please return to TurboTax Community and we would be glad to help.

If you are getting the HSA_2025 rejection code when trying to electronically file your return, try using the following steps to clear the internal condition that is causing the rejection code.  These steps have worked for some users to be able to refile with acceptance of their returns.   Also, please note that you should not check the box indicating that you are ‘covered by Medicare’ unless you are receiving Medicare benefits rather than having HDHP insurance coverage.  This question is also asking about 2025, not 2026.  So if you are covered by Medicare in 2026, this check box does not apply to you.   Use these steps:   Go to Deduction and Credits > Medical > 1099-SA, HSA, MSA and click Update Continue through the HSA section until you reach the page that asks if you were covered by a High Deductible Health Plan in 2025 and answer according to your situation. Next, check any appropriate boxes on the page that asks Do any of these situations apply to you? (This is where it is important to be accurate about whether you were receiving Medicare benefits during 2025). The next page asks what type of HDHP coverage did you have in 2025.  Check the box that says ‘I had different plan types at different times of the year’, then click Continue.   On the next page, select the type of coverage for each month of the year according to your situation.  (If you were covered by Medicare in 2025, indicate that you had Medicare or None for any month you had Medicare coverage.) Continue through the process to answer the same set of questions for your spouse, if applicable. Keep clicking Continue until you are back at the main Deductions and Credits page.   At this point, you can go through the error check process and refile your return.  

I ended up calling TurboTax.  I had to upgrade from Deluxe to Premier.   The Deluxe version doesn't allow Digital Assets.  The program should have prompted me to upgrade which did after clearing my Cache.