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The annual limit on HSA contributions for self-only coverage in 2025 will be $4,300, a 3.6 percent increase from the $4,150 limit in 2024, the IRS announced May 9. For family coverage, the HSA contribution limit will jump to $8,550, up 3 percent from $8,300 in 2024. 8550*5/12 +4300*7/12= 6071   note we know nothing about the coverage the rest of the family had starting 6/1 for example if your spouse had a flexible savings health savings account effective 6/1 that would bar you from making any contribution for that portion of 2025      

Any time you take money out of a retirement account like a 401k or an IRA, you will receive a 1099R at tax time from the financial institution that handles your account.  That 1099R has to be entered on your tax return.   Here is some information from the IRS regarding whether money you take from a retirement account is taxable and/or if you will have an early withdrawal penalty: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributions  

Was able to manually complete the return with assistance from [PII removed] aTax Expert with TT.   The fields asking for Corporation/Estate/Trust name and FEIN can be left blank for Individuals and the subsequent fields can be manually populated with manually calculated proration values.  Once populated, the values automatically transfer to the rest of the return. The Final Review complains about the empty Corp name and FEIN fields, but was instructed to ignore the warning and proceed to file-by-mail. [State of AL does not allow e-file because the foreign income attritubed to AL was different than in the 1040 due to my moving to AL in Sep 2024 and prorating the AL portion as one-third of the annual total]   Ms. [PII removed] has submitted internal request to add clear verbiage about leaving these fields empty, and to not trigger error message based on these fields being empty.   Let's see how the 2025 AL state software functions!

@julie9kids  ADDENDUM: Since we know nothing about your situation and what you are wanting to do,  in additional to the info I left above, here's another possible scenario.   If you have used that account to finish preparing an online return, then when you log in, you may arrive at the Tax Home page.  If TurboTax thinks you were finished, your return interview will be closed, and there will not be a full left-column menu with all the tabs.   If that's your case, then to get back to the return interview, at the Tax Home look for a link "Add a State."   That doesn't really add one, but will reopen the interview and provide a full left-column menu.   NOTE:  If you have already filed your return, do not make any changes in it when you open the return interview back up.   If you ever need to amend the return, it must start off exactly as it was when originally filed.

If it didn't transfer over from last year then enter a refund from last year that you applied to this year here.   BUT first make sure it's not already there.  You don't want to apply it twice.   To enter last year's refund you applied to this year. Federal (Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Other Income Taxes - Click the Start or Revisit   Next page scroll down to 2023 Refund Applied to 2024 Click Start or Update by the tax you applied   Then for state, you need to click on the state tab and go through state again for it to update.

To check on regular tax refund status via automated phone, call 800-829-1954.   Federal and state refunds come from completely separate entities.  There is no rule as to which one will come in first or how long it will be between their arrival in your account.   TurboTax gives you an estimated date for receiving your refund based on a 21 day average from your date of acceptance, but it can take longer.  “21 days”  is not a promise from TurboTax or the IRS.      First, check your e-file status to see if your return was accepted:  https://turbotax.intuit.com/tax-tools/efile-status-lookup/   Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds   To track your state refund:     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_US_en_US?uid=lt447ebr   If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/refunds-take-longer-others/L14YlqFrH_US_en_US?uid=lexdr7zh . https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/irs-refund-taking-longer-21-days/L2vRAJbdU_US_en_US?uid=lexe7lst

@julie9kids  asked:  "I'm logged into my turbo trax account, there is no left hand menu. What am I missing"   What are you trying to do in your online account?   Whether or not there is a full left-column menu with all the tabs depends on whether or not you have started a 2024 online return in that account or not.   If you previously started (or filed) a 2024 online return, and now when you log in, if there's not a full left-column menu, then you are likely in the wrong account.  We can tell you how to look for multiple accounts.   OR, if you have not yet started a 2024 online return, you have to start one (you aren't required to actually prepare it.)   So you have to proceed answering a few questions for about 10 or so screens.  Once you go far enough, the left-column menu appears.  So keep watching the left column as you continue until you see the additional tabs.

How to contact Turbo Tax https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991   Turbo Tax and the IRS only keeps the last 7 years. If they still have it…….. How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2024 for the side menu to open up. Just continue a little ways into 2024. I had to go though about 12 screens. If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf