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In the future only download one at a time and go through the questions and do as below before the next download.   For now, check the dividend (or other) amount with the copoy you ownloaded for were mailed directly from the firm.   Then on TurboTax, choose edit, and modify the name box to identify the account.  You can add the last 4 digits of the act. #, or change the name entirely.  There won't be any error messages because the  IRS only uses the account and tax ID nos. of the institution, not the name.

You shouldn't be asked for the total or taxable  social security benefits for 2024. When you are entering your 1099-SSA, you will be asked how much of that Box 3 amount was for 2024. You will also be asked for your 2024 filing status, adjusted Gross Income, and any tax-exempt interest.    Answer "Yes" to the question "Did you receive any lump-sum payments?" in TurboTax. Answering "Yes" does not double-count your income; instead, it triggers a special IRS calculation known as the Lump-Sum Election, which can actually reduce your tax bill.   When you receive a lump-sum payment for a prior year (like the 2024 windfall repayment received in 2025), the IRS requires the full amount to be reported in the year you received the check. However, they allow you to use the "lump-sum election" method to prevent that large payment from pushing you into a higher tax bracket.   TurboTax uses the total from Box 3 as your starting point. When you select "Yes," the software will ask you to break down how much of that Box 3 amount was for 2024. It then recalculates your 2025 tax as if that portion had been received back in 2024.   If your income was lower in 2024 than in 2025, or if the lump sum would make more of your Social Security taxable this year, this election ensures you only pay the amount of tax you would have owed if you had received the money on time.   TurboTax will run the numbers both ways—taxing it all in 2025 versus using the lump-sum election—and will automatically apply the method that results in the lowest tax for you.   To complete this section accurately, have your 2024 Tax Return handy. TurboTax will ask for: The specific portion of the 2025 payment attributed to 2024 (found in the Description of Amount in Box 3 on your SSA-1099). Your 2024 Filing Status. Your 2024 Adjusted Gross Income (AGI). Any Tax-Exempt Interest you reported in 2024. Follow these steps to ensure the election is applied: In the Social Security (SSA-1099) section, enter the full amounts exactly as they appear on your 2025 form. On the screen "Did you receive any lump-sum payments for 2024 or earlier?", select Yes. Enter 2024 as the year the payment was for. Enter the amount designated for 2024 from your form's description. Follow the prompts to enter your 2024 return data. Once finished, you can verify the result by viewing your 1040 (select Tax Tools > Tools > View Tax Summary > Preview my 1040). You will see a checkbox on Line 6c indicating the Lump-Sum Election was used.

I am in a similar situation and TurboTax did not prompt me on how to determine the taxable amount. For reference, I retired from federal service (FERS) on 1 Aug 2024 and received partial payments until November 2025 at which time I received a large back payment. I am divorced and my ex wife is entitled to a portion. The 1099R reflects UNKNOWN in block 2a and there is also a note that gross annuity was reduced by $$$ (purposely leaving out number) for ex spouse. I do know from reading that a small portion of the FERS pension is not taxable based on previous employee contributions and that number is easy to determine and was also provided by OPM in separate correspondence. The difference between leaving block 2a blank in TurboTax and actually entering a figure results in either several thousand dollar refund or payment due of a few hundred dollars. Just looking for answers as there seems to be conflicting information even within the TurboTax discussions. Thanks

The form requires information from the Schedule A. I'm not itemizing on my taxes this year (Turbo Tax recommends taking the standard deduction). So how do I properly complete this form if I don't have a Schedule A?

No, you don't need Adobe to print your tax return.  TurboTax generates a PDF,  This can be opened and printed using any web browser You can use the browser's built-in "Print" command (Ctrl+P or Cmd+P) to send the document directly to your printer.

@kargelz    Yeah..one other suggestion.   Subtract out just the MA $$ from box 12 the existing1099-DIV....and what remains gets all designated as "Multiple States" in the first button follow-up.   Then put just the MA $$ into box 12 of an entirely separate 1099-DIV  (as-If from the same provider)...then designate it all as being MA in the first button follow-up page.   That "should" work. _____________________________ Other: Someone else had messy problems with a 1099-DIV form and those state $$ breakups, where they had uploaded a PDF of their 1099-DIV form...and had not manually entered it, nor did they import it directly from the -DIV provider.  They cleared it up (mostly) by deleting the 1099-DIV and entering it manually...and using the procedure I noted in my first post.....but the procedure in this post should work (if my  First suggestion doesn't.)    

That is clearly not an answer to the question the user asked. Just fess up and say that in 2026 Intuit still does not have a way to customize the auto-save interval, and the location to save the data. I'm mean this code has clearly been ported over from Frogger in 1981!!

Thanks, I found the section you mentioned. But it was kind of late for me because I had already submitted my return by the time I read your message. We were only talking about $18, but I put it in my notes for next year in case I do another Roth Conversion.  Thanks again for your response it will be helpful for next year at least.

Go back and double check to be sure that a W-2 is assigned to each of you.  Many times when you are told you do not qualify when you actually do it is because both W-2's are listed for one person so the other person does not have earned income per the system.   To do this select Income>>W-2's and then look to see if you each have your name by one. 

“The IRS guideline is that refunds are issued within 21 days”, provided they are: Electronically filed  With Direct Deposit,  And provided there are no other issues. Things that can delay a refund: To check your tax refund status in TurboTax,  Sign in to your account and  Go to the "Tax Home" or "Order Details" screen  It'll tell you if your return was accepted. If you want to know the status of your tax return,  you should use the  IRS Where's My Refund website.  You'll need Your Social Security or individual taxpayer ID number (ITIN) Your filing status The exact refund amount on your return

Try going through help to get a case number.  Then call help the next morning (early for a shorter wait) and enter the case # at the prompt.  In view of the other replies here, it would be helpful to see what they say.

@VPHBAKER TurboTax does not support e-filing of a 2023 or 2024 amended tax return.  You will need to change your filing method in the File section of the program to File by Mail.  Make sure you sign and date the amended return, Form 1040-X, before mailing.

This is strange, I do not see the "checkbox for 'Non-Taxable Medicaid Waiver Payments'." when I get to the Let's check for other situations' part. I've tried with the W2 forms manually entered and without the W2 forms, makes no difference. It will only let me select the code II - Medicaid waiver in box 12 when entering the W2 info.   I tried filing through H&R, and when I select code II in box 12, it gives me an error message, something along the lines of "due to IRS efile rules, this code needs to be entered in box 14". It actually gives me the option to select code II - Medicaid waiver in box 14. When I go this route, it lets me go all the way until the review, but tells me box 1 and 2 cannot be left as 0. So I enter $1 in box 1 and 2, and this allows me to efile my taxes. Should I just go ahead and file through H&R?