The IRS uses reference code 9001 to indicate a "Systemic error/issue".
In other words, it's likely not a problem with your return. Take a deep breath, wait a day or two, then try again.
The IRS won't start processing your return until at least January 28 anyway,
even if they said it was accepted.
Yes, this means that the 9001 may not go away until we are
closer to January 28th.
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The IRS does some processing after accepting an e-filed return but before they mail you the refund. There are a variety of things they check for - verification of identity being prominent now. The IRS will either send you a letter asking you to clarify something on your return, a letter asking you to accept a change that they have made to your return, or (if they don't find anything), just send you your refund. There is nothing you can do to speed this up - just be sure to watch your mail box (this is all done by US Mail) for a letter - or hope your notification is your refund.
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In TurboTax, do a Search (upper right) for "1095-a" (lower case without the double quotes), and jump to it. This is the Health Insurance interview, and when you tell TurboTax that you had Obamacare, you will be prompted to enter your 1095-A data. TurboTax will create the 8962 from your data.
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3 days ago, you asked if "e-file be supported". The 1040X must be printed and mailed (IRS requirement). It is scheduled to be released by TurboTax on 2/22/2019. As I noted, it takes time after the government releases the final form for TurboTax to complete its programming and testing. And, as you can imagine, at this time of year, there are thousands of forms from the federal government and the states that all need to be completed and released at the same time.
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TurboTax expects to release form 1040X on 2/22/2019. The message should refer
not just to the form, but also to all the programming and extensive testing
that must precede the release of any form in the TurboTax system.
Please watch this
TurboTax webpage for the release dates of federal forms (and all the
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It depends. In the questions below, note that what is important is the date on which any coverage started. The coverage that you had on the first day of the month determines the coverage for the entire month. For example, if you began Medicare on December 2, 2018, you were not covered by Medicare that month but were covered by whatever insurance you had on the first day of the month.
1. Were you covered by a High Deductible Health Plan (HDHP) from January 2018 to November 2018?
2. Did you have Self-only or Family coverage in those months?
3. In 2018, the Self-only annual limit was $3,450 and the Family annual limit was $6,900.
4. If you were covered by Medicare on December 1, 2018 but had HDHP coverage for each month before that date, then to calculate the limit, you multiply the appropriate annual limit in line #3 by (number of months covered by HDHP divided by 12). (NOTE: if you were not covered by Medicare on December 1, 2018, then you use the full annual HSA contribution limit)
5. Have you already made any HSA contributions in 2018? If so, the amount you gave during the year PLUS the amount you are planning to give in 2019 for 2018 must be at or under the limit in #4.
P.S., when you make the contribution in 2019 for 2018, you must make sure that the HSA custodian understands that the contribution is for 2018, because their default would be to make it for the current year (2019).
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If I understand you correctly, there was a total of $2,550 contribtuion to your HSA in 2018. Or was the $800 part of the $1,750? I cannot be sure, but was the $800 contributed directly to the HSA or was it contributed through your employer by means of payroll deduction? The annual HSA contribution is indeed more than either $1,750 or $2,550, but the annual limit may be prorated if you were not under HDHP (High Deductible Health Plan) coverage all year. Please read the following to see if any of these situations applies to you (see especially numbers 2 and 3).
One of the purposes of the HSA interview is to determine your annual HSA contribution limit.
As you probably know, the maximum limits in 2018 are:
$3,450 - individual with self-coverage
$6,900 - individual with family coverage
If the HSA owner is 55 or older, then you add $1,000 to these amounts.
However, these limits assume that you were in an HSA all year. If you left the HSA during the year or started Medicare or had one of a number of change events, then the limit is reduced.
There are several major culprits for excess contributions (other than just actually contributing more than the limit).
First, if you did not complete the HSA interview - that is, go all the way until you are returned to the "Your Tax Breaks" page - the limit still might be set to zero, causes a misleading excess contribution message.
There are questions all the way to the end of the interview that affect the annual contribution limit.
Second, it is not unusual for taxpayers to accidentally duplicate their contributions by mistakenly entering what they perceive to be "their" contributions into the second line on the "Let's enter your HSA contributions" screen (see screenshot below).
Normally, any employee who made contributions to his/her HSA through a payroll deduction plan has the contributions included in the amount with code "W" in box 12 on the W-2. This is on the first line on this screen (above). Don't enter the code W amount anywhere on the return other than on the W-2 page.
Third, if you weren't in HDHP coverage all 12 months, then the annual contribution limit is reduced on a per month ratio. NOTE, this means that you have to indicate when and under what type of HDHP plan you had. Be sure to answer the questions on the screen entitled "Was [name] covered by a High Deductible Health Plan in 2018?" (see screenshot below).
, if you had a carryover of excess contributions from 2017, then this carryover is applied to 2018 as a personal contribution, which could cause an excess condition in 2018 as well. But note: if you had an excess contribution in 2017 but cured it by withdrawing the excess in early 2018, then do NOT report an "overfunding" on your 2018 return.
Fifth, the Family limit ($6,900) is for the aggregate of contributions by both taxpayers, even if both taxpayers have their own HSAs. That is, one taxpayer can’t contribute $6,900 to his/her HSA and the other contribute $3,450 to the other HSA – the $6,900 limit applies to the aggregate of all HSA contributions credited to the family (in this case, the excess contributions would be $3,450).
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This is confusing because the IRS in redesigning the 1040 moved a fair number of lines to other schedules, in this case, Schedules 2 and 3. So now, the 1040 form has to ask you for the calculated tax on line 11a and then adds to this the other taxes on Schedule 2 to make line 11. Ditto with line 12a: the original Child Tax Credit is on line 12a, and all the other credits are imported from Schedule 3. In detail: Here are the IRS instructions on what goes into line 11a: • Tax on your taxable income. Figure the tax using one of the methods described, later. • Tax from Form(s) 8814 (relating to the election to report child's interest or dividends). Check the appropriate box. • Tax from Form 4972 (relating to lump-sum distributions). Check the appropriate box. • Tax due to making a section 962 election (the election made by a domestic shareholder of a controlled foreign corporation to be taxed at corporate rates). See section 962 for details. Check box 3 and enter the amount and “962” in the space next to that box. Attach a statement showing how you figured the tax. • Recapture of an education credit. You may owe this tax if you claimed an education credit in an earlier year, and either tax-free educational assistance or a refund of qualified expenses was received in 2018 for the student. See Form 8863 for more details. Check box 3 and enter the amount and “ECR” in the space next to that box. • Any tax from Form 8621, line 16e, relating to a section 1291 fund. Check box 3 and enter the amount of the tax and “1291TAX” in the space next to that box. • Repayment of any excess advance payments of the health coverage tax credit from Form 8885. Check box 3 and enter the amount of the repayment and “HCTC” in the space next to that box. • Net tax liability deferred under section 965(i). If you have a deferred net 965 tax liability under section 965(i), check box 3 and enter (as a negative number) the amount of the deferred net 965 tax liability and “965” on the line next to that box. • Triggering event under section 965(i). If you had a triggering event under section 965(i) during the year and did not enter into a transfer agreement, check box 3 and enter the amount of the triggered deferred net 965 tax liability and enter “965INC” on the line next to the box. Note that line 11 is the sum of 11a plus any amount from Schedule 2 (Form 1040).
Line 12a is from the 2018 Child Tax Credit and Credit for Other Dependents Worksheet in the 1040 Instructions. It is what you would think of as the credit.
Line 12 is the sum of line 12a and any non-refundable credits from Schedule 3.
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