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Entering a large "Windfall" amount in the SSA-1099 box can cause a "limit error" in TurboTax. To avoid this and stay treaty-compliant:   Don't combine them into one entry: Enter your U.S. SSA-1099 as its own item, which includes the lump-sum payment from the WEP.  Add a second "Social Security" entry: In the Social Security section, click "Add another SSA-1099." For the Payer Name, enter "Service Canada - CPP/OAS."  Put the total amounts from the CPP/OAS in Box 5 of this form. If you still encounter the error, you may wish to enter the WEP lump-sum into the second SSA-1099 to see if this works. In fact, let us know if this is successful.  

@Candiharper  Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.   What is the status of your e-filed tax return? - https://ttlc.intuit.com/turbotax-support/en-us/help-article/electronic-filing/check-e-file-status/L9XhHDPtD_US_en_US If it shows as filed then what is the status of your tax refund?

To add, the "Child's Unearned Income" section states that, "Now, we'll help you complete Form 8615, Tax for Certain Children Who Have Unearned Income." And, then it asks questions about my parents' filings.

Same issue. Helpline simply asks if you are having problems with the switch from Window 10 to 11 and when you reply 'no' their reply is simply "we can't help you" and they hang up. No way to connect with an agent.    Turbotax has obviously become so big they can no longer provide adequate support.   Sad, I've been a satisfied customer for many years but it appears I will have to find my own solution and switch to another company next year. 

If you are using the TurboTax online web-based editions - Click on Tax Tools on the left side of the program screen. Click on Tools. Click on Topic Search. Type in self-employed retirement. With the key words highlighted, click on GO. If you are using the 2025 TurboTax CD/Download desktop editions - Click on the Search icon in the upper right of the desktop program screen. Type in self-employed retirement and Enter