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@RogerD1,   I’m in a similar situation.  My question involves a Federal pension, and a 1099-R received from OPM.     Due to non-taxable contributions, Box 1 (gross distribution) is higher than Box 2a (taxable amount). Which box do I use to list the RMD amount? Thank you.  

If you are itemizing deductions, you can enter out of pocket health insurance premiums paid in 2025 as a medical expense.   MEDICAL EXPENSES The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.)  expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. You should only enter the amount that you paid in 2025—do not include any amounts that were covered by insurance or that are still outstanding.  Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.   To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses       2025 STANDARD DEDUCTION AMOUNTS SINGLE $15,750  (65 or older/legally blind + $2000) MARRIED FILING SEPARATELY $15,750  (65 or older/legally blind +1600) MARRIED FILING JOINTLY $31,500  (65 or older/legally blind + $1600) HEAD OF HOUSEHOLD $23,625 (65 or older/legally blind + $2000)  

Hi -- thank you for the response.  I followed the steps you provided and it did not work.  I am still getting the same error message.  It is saying I need to update my spouse's enrollment status on his Person on the Return Worksheet.  I also tried deleting the worksheet from the Form list but it says it cannot be deleted.

The issue for Desktop TT seems solved as of today.  I resubmitted the same return (no changes) that was rejected on HSA entry concerns yesterday - today it has been accepted.  Best of luck with final success on yours.  

The state tax can not be deducted from the federal refund. NEVER. You can only have the Turbo Tax fees deducted. You will still get the full federal refund minus any fees you had deducted. Turbo Tax just shows you a screen at the end showing the Net amount of federal and state combined. But it is just for your own info. You do still have to pay the state yourself separately. See, https://ttlc.intuit.com/community/state-taxes/help/can-i-pay-my-state-taxes-from-my-federal-refund/00/26288 Check the printout or PDF of your return; look for the state cover sheet with the Turbo Tax logo. If you owed tax, it will show the payment information and how/when you decided to pay. Read the state payment instructions carefully since most states cannot be paid from within the TT system and requires additional steps.   Your only proof of payment is your bank statement or credit card showing the payment coming out. Turbo Tax only passes your bank account number to the state for the state to take it out of your account. But most states do not let you pay by Direct Debit so you have to mail in a check or go directly to the state's website to pay. And better double check your bank account and routing number with your bank. Some banks use a different routing number for deposits and payments.

If you opened your return after filing and changed even one small number (perhaps to "see what would happen" or to test a deduction) before clicking the "Amend" button, TurboTax now thinks that "changed" version is your original. When you then start the amendment, it pulls those "in-progress" numbers into Column A.   If you are certain you didn't touch the file before amending, it's possible there were software updates after the time you filed and before you amended. The new calculation (especially for complex credits like the Premium Tax Credit) might retroactively apply to your "Original" column, causing a mismatch with what you actually e-filed months ago.   To fix this, go into Forms Mode, open the 1040X Worksheet, and manually correct the figures in Column A to match your original 'as-filed' return. This ensures the software calculates the 'Change' (Column B) correctly based on the 'Correct Amount' (Column C)."     How to amend my return?   This thread might also be helpful: community thread  

Hey @MaryK4! We got the info from our custodian, and it seems like the distribution was lower than the contribution because of market fluctuations.    For box 2a (earnings), should I enter the negative difference? Or just set it at 0? Thanks!

I had started the thread (issue with TT Desktop return-checking finds no errors, but the return submission is rejected on 'potential HSA errors').  For today's submission attempt, I didn't change anything from the prior rejected return.  This time the return is accepted - suggests the issue is now resolve for TT Desktop (was reported solved for online version 2 days ago).  Thanks to all who helped in reporting and resolving this issue.

Sounds like something got stuck. I know you are using the desktop version, but it still connects to the internet when signing in. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Sounds like something got stuck. I know you are using the desktop version, but it still connects to the internet when signing in. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

If you used TurboTax Online, and are starting a 2025 return with the same account, your 2024 file will import automatically.     If you're using TurboTax Desktop, search your computer for a .tax2024 file when starting a 2025 return to transfer into your new return.   Here's more info on Transferring a Prior Year Return and Finding a Tax File on Your Computer.

You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2024 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript