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The presence of an Archer MSA is triggered by a code "R" in box 12 on your W-2. This indicates a contribution to your Archer MSA by your employer.    To delete any data belonging to an Archer MSA from your return, please do a modified version of the HSA Reset:   HSA RESET ***Reset***   1. make a copy of your W-2(s) (if you don't have the paper copies) 2. delete your W-2(s) (use the garbage can icon next to the W-2(s) on the Income screen)   *** Desktop/Windows***   3. Go to the upper right and click on Forms, and  4. Select the desired form (1099-SA (if one), 8889-T, 8889-S (if one), 8853-T, and 8853-S). Note the Delete Form button at the bottom of the form’s screen.   *** Desktop/Mac***   3. Switch to Forms Mode by selecting the Forms icon. 4. From the menu, select the form (1099-SA (if one), 8889-T, 8889-S (if one), 8853-T, and 8853-S) you want to remove (if you don't see it, select Open Form at the top). From the Forms menu, select Remove [form name].   *** Online ***   3. go to Tax Tools (on the left), and navigate to Tools->Delete a form  4. delete form(s) 1099-SA (if one), 8889-T, 8889-S (if one), 8853-T, and 8853-S   5. go back and re-add your W-2(s), preferably adding them manually 6. continue with your return.

If your refund is enough to cover TurboTax fees (plus the $40 processing fee), you may have a certain form in your return that doesn't allow the Pay With Refund option. You can find additional qualifications needed to Pay-by-Refund here.

To enter 2025 estimated state and local tax payments in TurboTax Online:   1. Go to Deductions & Credits from the left menu   2. Go to the section Estimates and Other Taxes Paid   3. Select Start next to Estimated Tax Payments    

Follow the instructions below to enter your overtime in TurboTax. It's important to enter Overtime as the description, the amount and then select the Category of Overtime. You will have a second screen asking you to verify your Box 14 entry. How do I enter my overtime in TurboTax?  

There are many things, as I think I said, that are not well defined in the land of HSAs. Given that HSA custodian are not particularly cooperative, it falls on the taxpayer to work out a solution that is as close as possible to the intent of the law.   Since you know that your HSA custodian will not calculate the earnings on the excess contributions being withdrawn, then, yes, asking for a second withdrawal (I don't think they're worried about the number of withdrawals) for only the size of your earnings seems like a good way to get your HSA back to where it should be.   Remember to document everything in case anyone ever asks.

No, I did not have any additional income, I tried following these steps (additionally, please note that I work for Inter-American Development Bank and I have received letter stating that I did not need to pay tax for this income): Open your Turbo Tax return Go income and Expenses Less Common income  Miscellaneous Income Other income not already reported on a W2 or 1099 Answer and record all information in this section.  When it asks for a reason code, choose Code G. Once complete, this will show up as wages in Line 1G of your 1040 and also will appear in Form 8919. Now, since you have this reported, you will now exclude under terms of the agreement.    Under miscellaneous income, scroll down to other reportable income. As a description, type in World Bank Excludable income and then represent the amount paid with a minus sign in front of it. This will completely offset the income.

Normally the federal return needs to get accepted before the state will accept the return.  It does not happen immediately.  That is why the state return shows pending longer.    Why is my state e-file still pending?

This TurboTax help article has information on how to print out or save a PDF of a return.  Be sure to include all the TurboTax worksheets in your download as these should have the information you are wanting to know about.

If you find no missing information when you review your Form 1099-NEC entry, you can ignore the "Needs Review" tag. To confirm there are no problems with your entries, go to Federal Review and run Smart Check. This process will ask you for any missing information.

You can try this procedure to remove the form:   1. Choose the Tax Tools option on your left menu bar while working on your return 2. Choose Tools 3. Choose the Delete a form option under Other Helpful links  4. Find the Form 5805 in the list and delete it  

You cannot make an attachment to an e-filed state tax return using TurboTax.  The state return will have to printed and mailed if you need to attach the military orders to the return.   See this for how to print and mail a tax return - https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/01/26258?search-action-id=623281337469&search-result-uid=26258  

If you want to verify that they have actually "landed" in the system, you can use the state's official self-service tools through myPATH Portal.  Visit the myPATH website. You don't necessarily need an account to check your refund status, but creating one lets you view "Letters and Notices" and "Submissions," where you can often see whether your documentation has been logged.        

The answers to your questions are listed below. Yes, however it must include the earnings on the excess contribution as well. You should see code J  Yes, the penalty will apply to all three years the excess remained in the Roth IRA. Tax year 2026 will not have the penalty but will be taxed on the earnings portion. Yes, each year must have Form 5329 and the penalty will be due for each tax year. Interest and penalty will apply for each day the payment is late. It's possible to request relief from the underpayment penalty. Use Form 843 after payment, it never hurts to try and success can happen. Yes, as indicated you will receive a 1099-R with the code mentioned above for your 2026 tax year. Again, the earnings are taxable in 2026. How do I amend a tax return for a prior year? @Tax039494 [Edited: 04/16/2026 | 7:09 AM PST]