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The carryover of 900 from 2024 will initially appear in line 2 (8889). Thus, the carryover from a previous year is applied as a "personal" contribution in the current year. It will eventually appear on line 13, to be a deduction on Line 13 on Schedule 1 (1040).   In this way, the carryover from 2024 is used up in 2025.   You do not need to do anything to make this happen. TurboTax will automatically detect the carryover and put it in the correct place.   NOTE: if for some reason the 900 does not appear on line 2, then in the HSA interview, when you are asked if the HSA was overfunded in 2024, answer Yes and enter the 900 - but if you did the 1040 for 2024 on TurboTax, you should not have to make this entry, TurboTax should automatically carry the 900 over to the 2025 return.

@SharonD007  @MinhT1  Apologies, the acquirement question pops up if uploading the document. It does not pop up if I manually create a record. The question really is that 0 shares are sold (not "sale" action) but recorded by "principal" action ) on the 1099-B form . So from my understanding of what the distinguished experts who took the time to reply to my question (Thank you by the way),  I should report these if the cost basis is not 0. Finally, all of the records of this one ETF on the 1099-B of all of these Share Ethereum ETF on the 1099-B be reported as "short-term basis reported to the IRS." Am I correct? Thank you again for helping me out. I really appreciate it. 

Try deleting the Form 1099-R and re-enter the form manually.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Online editions -   On the screen Did you get a 1099-R in 2025? Click on Yes On the screen Let's import your tax info Click on Change how I enter my form On the screen How would you like to upload your 1099-R? Click on Type it in myself On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

It was never possible to pay your federal tax due from a state refund---that was a mistaken assumption.   You needed to pay the IRS yourself by check, money order, on the IRS site or by direct debit.   If you did not pay your  2024 federal tax due, it is still due now but with late filing penalties and interest.      TurboTax will not calculate the penalties or  interest.   That will be done by the IRS/state after they receive your return with your payment of the tax due as shown on the tax form(s).     Paying your TurboTax fees did not e-file your tax return.   If you did not go all the way through the FILE section to click a big orange button that said "Transmit my returns now" your 2024 return was not e-filed.   The only way to file a 2024 return now is by mail.   E-filing is closed for 2024.     DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.        What does it say in your 2024 account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, or just never filed, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2024.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.       Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US      

@Molly-Pitcher The change to the Form 1040 occurred on the 2024 federal tax return, during the Biden administration.   Who was president when changes are made to the IRS Forms is not relevant.  Only the Congress can change the tax code.    

No.  Wages are only for employees you pay.   Sole proprietors cannot take a withdrawal or salary and include it as an expense on their tax return. As a sole proprietor, you are not an employee of the business. You don't pay yourself or enter a salary or withdrawal for yourself. All the business income and expenses are your personal income and expenses in the first place. You just fill out a Schedule C. The net profit or loss is your income.  If you have a net profit of $400 or more on schedule C you will pay SE self employment tax on it in addition to your regular income tax. It's all included on your personal 1040 form.     (And if you paid yourself and deducted it as an expense then you would have to include it as income on the same tax return so it would be a wash.)   See Schedule C instructions page C-10 for line 26,  right above line 30, Do not include….amounts paid to yourself http://www.irs.gov/pub/irs-pdf/i1040sc.pdf

Thanks.   I'm still a bit confused, though. My son grew up in Michigan and lived in Michigan full time without interruption from birth until after graduating college. However, he moved to New Mexico in October -- two months after graduation and the termination of his apartment lease. I'm filling out the part-year form because he changed his legal residence when he moved. That is, registered his car in New Mexico, registered to vote, etc. He had no income in New Mexico, so I suppose I could just fill out the full-year Michigan form?   Anyway, TurboTax has the part-year information, but asks the questions about the apartment as if it's present tense, e.g., "we need to know if you meet the following qualifications: 1) your home is in Michigan (permanent home, the place you plan to return to whenever you go away". That was true from the time of birth until two months after he stopped living in the apartment, but it's not true since he moved to New Mexico in October.   My answer is "yes," as that was true at the time of the lease. But I'm not 100% sure that's correct.

The SSA Program Operations Manual Systems (POMS) describes how the SSA is to handle "Requests for an SSN from an Noncitizen without Work Authorization". You might read this link for insight into how the SSA handle this request.   As for a draft letter, an AI bot replied for a template (that is, I take no responsibility for the template):   To Whom It May Concern, This letter serves to explain the necessity of obtaining a Social Security Number (SSN) for compliance with federal requirements.   Purpose of SSN The SSN is essential for various federal programs and benefits, including but not limited to:  - Tax Reporting: The Internal Revenue Service (IRS) mandates the use of an SSN for tax purposes, ensuring proper reporting and compliance. In this case, the SSN is required to get the Child Tax Credit (CTC) on the 1040.   Requirement for Non-Citizens For non-citizens, an SSN is often required to access federal benefits or services. It is crucial to provide documentation that supports the request for an SSN, such as proof of eligibility for the specific federal program.   Conclusion In summary, obtaining an SSN is a vital step in fulfilling federal requirements and ensuring access to necessary benefits. Please feel free to contact us for any further information or clarification regarding this matter.   Sincerely, [Your Name] [Your Title] [Your Organization] [Contact Information] [Date]

Sounds like something got stuck. 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.

Best alternative if you want to leave TurboTax next year AND AVOID THE TO MAIL YOUR RETUR If you want to switch because of the Form 7206 mess, these are the most realistic options: Option A — H&R Block Online or Desktop • Can import your PDF from TurboTax • Handles self‑employed returns well • More stable with IRS form updates • No proprietary lock‑in Option B — TaxAct Also imports PDFs Good for Schedule C and 1099‑NEC filers Less polished but reliable