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While you can get a duplicate paper copy of your 1099-SSA form by calling the SSA at 1 800-772-1213. The SSA sign in procedure has changed.  Now, you must create either an ID.me account of login.gov account.  Once you've done that, you will be able to download your 1099-SSA from the SSA website.  If memory serves me right, it's under the Message page.   https://www.ssa.gov/manage-benefits/get-tax-form-10991042s   Maybe you can describe why you can't access your 1099-SSA online.  Was it because you haven't created a new ID.me / login.gov account or may be your info has changed for the 2FA or may be you couldn't locate it on the SSA website.

well, on your advice, I looked at my 1099 and yes I do have a capital  gain dist....I believe it is based off my Nov of 2025 mistake.....I think you are saying I shouldn't be having to pay capital gains?     I'm going to be having a turbo tax guy do my taxes...I'll try and explain it to him as well.....I know you are answering lots of questions from other folks, much easier to review than mine, I know.  I really screwed things up so appreciate very much your input dMertz.   You have been quite helpful.   I will keep this line open.....pls don't be surprised if I come back to you on this later.....my goal is to avoid those capital gains taxes.  

I had a similar problem a couple of years ago. I got it working by opening a new tab in Firefox and logging into my Schwab account. I then went back to the TT tab and went through the download process successfully. Not sure why it worked, but it did.

I am so sorry and I feel your frustration! After two weeks of going back and forth on phone calls that lasted over half an hour each time, I gave up.  I tried three different computers and every browser that exists.  I hated to go with another company because all of my history is on turbotax but they left me with no choice when they simply offered no resolve and acted like it was my problem to deal with, suggesting that I leave off the farm income at one point! 

TurboTax has no access to that information. This forum has no access to your returns or the data used to prepare them. You'll need to review your past state returns to see what they show and then contact the state department of revenue if they show a refund you never got. You may be out of luck for refunds for years before 2022.   Unless you saved PDFs of older returns, you may not be able to review the state for years before 2022 because TurboTax no longer supports them.    You'll see from this page that Max Benefits does not address the issue you are inquiring about. https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-product-orders/max/L0Bc4Ve2l_US_en_US 

The work on this section of TurboTax is continuing and expected to be completed with an update coming after Thursday night.  The best time to check for a change will be Friday.   @user17698861307  @littlescholars  @sappsa  @jerryboda 

@MTC-1    You probably didn't accept a Strange Intuit Pop-up  (new this year) asking you to allow it access to your Device(s?).  _______________________ See these discussions on how to reset your browser to "REALLY" alow the imports: Solved: Re: Importing Brokerage data does not work   Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax