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One of the 2025 tax statements imported from a brokerage contained multiple 2026 wash sales. All buy and sale dates for any single transaction are the same, as are the buy and sale amounts, resulting in zero gains/losses for all wash transactions.

Me, using TurboTax premier. My company's W2 has 12.a code D around $10K (401k tax deductible); W2 line 12.c has Code AA (pre-tax converted directly to ROTH) at ~$20K. I am entering this exactly as stated on the W2.   You speak of Line 12 in general, I speak of line 12a and 12c. I also have line 12. b., d. and e. (these are ill relevant to this issue).  Spoke with my company's Fidelity 401k plan administrator, where what we were trying to figure out was on my W2, line 12.c Code AA (pre-tax directly converted to ROTH) needs to be added to W2 line12a. Code D (pre-tax to 401k deductible contribution). I think my mistake was I thought both of these needed to add up to the $23,500 + $7,500 catchup = $31,000, but I am beginning to suspect IRS cannot tell if the actual $23,500 basic (I am currently short by $85.50, which I will correct this before filling and April 15) 401k contribution was met since both basic and catchup are mixed in the W2 Code D & Code AA, so I suspect the IRS accepts anything over $23,500 as catch-up (was not like this before, one year I was less than $50 short on my basic contribution, where the IRS disqualified by catch-up, then made me pay double taxes for both the current year along with taxes for the previous year; don't want that to ever happen again). Just trying to get confirmation since I will never trust AI(it) t 100%

I am in NC - it doesn't matter.  check either one; the result is the same.    Military - must have 20 years of service (or disability discharge if less than 20 years) Bailey - your federal pension was vested as of 8/14/1989 meaning you were hired into the military no later than 8/14/1984.     

@PatriciaV   Thank you. But the thing is I read this from TurboTax pop up window "There is considerable uncertainty about whether a small-scale, long-term rental of a single property or small number of properties is a "trade or business."  So it seems either I choose Yes or No to this question, it does not affect the amount of return. So, is it better/safer just say "No"?

Print your return or view the PDF copy of your return to see if you have Form 8889.   If you reported HSA contributions from your paycheck or distributions on Form 1099-SA - you will have Form 8889.     Sign into your account and click on Tax Home from the left side menu.   From there, scroll down to Tax Returns and Documents.

if you already have $3215 as part of your SALT deduction, then no matter how much income you add is not going to change the answer.  The table in the Sch A instructions state (beginning on page 13) and the very last line states "$300,000 or more".   https://www.irs.gov/pub/irs-pdf/i1040sca.pdf   that should answer your question why the SALT deduction is not changing; your income is too high.

That does not sound like the IRS - did you receive this letter in the mail?    Have you tried to e-file a tax return?    Every official IRS letter has a number in the top or bottom right corner.   Does your letter have a code?     Common legitimate letters for identity or return verification include: Letter 5071C: Asking you to verify your identity online or by phone. Letter 4883C: Asking you to call to verify your identity. Letter 12C: Asking for more information to process your return (like a missing form or a stub).   Avoid Tax Scams and Fraud - please review this page.

@DawnC That's what's weird. I owed about $1300 for the premium tax credit repayment and that's what's listed on the 8962. And I owed for Federal and am getting a state refund. The amount due for Fed was deducted already and I believe the refund is in progress as well. But the premium tax credit didn't show up at all in the final processing when I clicked the button to file. But I can see it in my return.  It's just odd - I'm not sure if I did something wrong. But as I was going through all the steps, it looked good. I'm not sure if I should reach out...somewhere, or wait?  I'm thinking somehow, someone is going to send me a bill for it. They know where to find me. 😉

I have held my securities for over two years, and the IRS form 8283 instructions say "Do not complete column g for publicly traded securities held more than 12 months unless you elect to limit your deduction cost basis" but TurboTax won't let me e-file without this information, and when I enter anything in the cost basis (small or large value), it decreases my deduction. My AGI high enough, and the recipient charity is a public charity (PC), so I don't think I'm hitting the 50% limit. I don't know if I'm missing something, or if this is just a TurboTax bug. Any help would be appreciated.