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I have the same question. I turned 73 in 2025 and took the required RMD in 2025. I could have waited until April 1, 2026 to take my 2025 RMD. I am not sure what to put in this RMD box in TurboTax on this page: "Let's get more information about your Required Minimum Distribution (RMD)." If I put in the full RMD taken in 2025, my tax liability went unexpectedly way up. If I put in zero, the tax liability is what I expected. TurboTax info is very confusing. It stated that "Do not include RMDs which are due on April 1. RMDs for the first year you're required to take a distribution are generally due on April 1."   Which number do I put on this page: "Let's get more information about your Required Minimum Distribution (RMD)"?

The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

To check if you signed up for the TurboTax Refund Advance and were approved, you can look in a few specific places in your account or your email.    Check Your TurboTax Order Details On the Tax Home page, scroll down to the section for "Your tax returns & documents." Select View Order Details. Look for "Refund Advance" or "Credit Karma Money" listed under your payment and refund methods. If it’s not there, you likely selected a standard direct deposit or a different refund option.   Look for Confirmation Emails If you applied, you should have received automated emails from TurboTax and its partners. From TurboTax: Search for an email confirming your "Refund Selection." From Credit Karma: If you were approved, Credit Karma sends an email when the funds are deposited into your Credit Karma Money Spend account. From WebBank: If your application was denied, you will receive an email from WebBank (the lender) explaining the reason for the decline.   Check Your Credit Karma Money Account Because the Refund Advance is deposited into a Credit Karma Money™ Spend account, checking that account is the fastest way to see if the loan was processed. Log in to your Credit Karma account. Navigate to the Money tab. If you see a pending or completed deposit for a portion of your refund (typically between $250 and $4,000) shortly after the IRS accepted your return, that is your Refund Advance.   Review Your Tax Return Summary You can also find clues on your actual tax forms: Open your 2025 return in TurboTax Go to the Tax Tools menu on the left Select Print Center View your Federal Information Worksheet Look at the "Direct Deposit" section If you signed up for the advance, the bank account listed will be the MVB Bank account associated with Credit Karma, rather than your personal bank account.

Do you see something that says view more options? The Refund Advance is not available to everyone.    Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

If you are sure you don't need this form, you can delete it.    If you are using: TurboTax Online: see How do I view and delete forms in TurboTax Online? TurboTax Desktop: On the top right, there is a FORMS button. Click on FORMS. Locate the form you want to delete. Click on the form name. Below the form, bottom left, select DELETE FORM button. Always use extreme caution when deleting information from your tax return.  There could be unintended consequences. 

It looks like it may have been a Turbo Tax glitch. After posting my question, I logged back in and they said that they were updating the HSA forms and I couldn't complete my return until that was done. I logged in a few days later and it was fixed and appropriately not counting my contributions as excess contributions. I noticed that it had not been saving my information on which months I had been covered by different types of high deductible plans in 2025, so I think perhaps the system was not showing that I was covered by a high deductible plan. It now saves my information and is calculating correctly. Thank you!

I have the entry screens for the SSA-1099 in both the Online and the Desktop software.   I was able to post entries and get accurate results. If you're using the Desktop, it may be necessary to bring in the Updates. If you continue to have problems, please contact us again with any details you can share.

The Refund Advance is not available to everyone. Make sure you qualify.   Here are a couple things to check: If you are using a TurboTax partner affiliate link to use the software, the Refund Advance will not be available. If you select the 5 Day Early Refund Delivery, you will not see the Refund Advance option, but you can return to the refund selection page and find all the options listed. See this resource for more information:  Offer details and disclosures for the Refund Advance  program   Refund Advance Eligibility Here are some of the eligibility requirements to qualify for a Refund Advance loan: You’re 18 or older Your expected federal refund amount is $500 or more You’re not a resident of North Carolina, Connecticut, or Illinois You’re e-filing your federal tax return with TurboTax Your physical address is listed on your tax return. Your address must be located in one of the eligible states and can’t be a PO box or prison address You’re not filing one of these tax forms: 1310, 4852, 4684, 4868, 1040SS, 1040PR, 1040X, 8888, or 8862 You aren’t filing on behalf of a deceased taxpayer You must report income on a Form W-2, 1099-R, or Sched C You must open or have an existing Credit Karma Money™ checking account

@twhywari wrote: turbotax does not bring form up. Just returns to page with update button. No issues when using the 2025 Premier desktop edition for Windows when entering a Form SSA-1099   Which desktop operating system are you using, Windows or Mac?  Which edition, Deluxe, Premier or Home & Business? Have your updated your software to the latest release, click on Online and Check for Updates? Have you re-booted your computer?

Unless the trust was changed to admit her children as beneficiaries, you would not change the beneficiary information on the final trust return. Note that the final distribution from the trust is paid to the existing beneficiary, your mother. The funds then flow into her estate and eventually to her heirs.   Be sure to mark this as the final return in TurboTax Business under General Info >> About Your Trust or Estate. Edit the first line "Is filing its final return" to say "yes."