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Some of our customers are experiencing issues when trying to file and pay with their refund.  We are investigating this issue.  However, if you would prefer to file now, you can do so by switching to pay your TurboTax fees with a credit card instead of using the pay with my refund option by following these steps.   If TurboTax is not letting you submit your payment and continue on to e-file, here are a few additional things you can try:    Log out of your TurboTax program, close the browser completely and then log back in. Temporarily turn off your firewall or anti-virus software that may block the transmission. If you are logged in multiple times on different computers, make sure you are only logged in in one place. Try using a different browser. Make sure you have a stable internet connection. Restart your computer in case there are lingering software conflicts. Try using an incognito or private window to sign in to bypass any cached issues. Make sure you have run all updates if you are using a desktop version of TurboTax. To do this, you can click on "Online" in the black bar across your TurboTax screen and select "Check for Updates". Please return to Community if you have any additional information or questions and we would be happy to help.

Yes, it's poorly worded.  They are working on that section of the program. It's not clear if that particular question will be fixed.   "Is the recipient of the distribution the designated beneficiary?" Appears to be the category. and "Recipient is not designated beneficiary" is the actual question.  

You can find your 20-digit federal submission ID in TurboTax as follows:    1.  Check your e-file confirmation email. TurboTax sends two main emails to confirm your e-file: first, a notification that your return was submitted/transmitted, and second, a confirmation once the IRS (or state) has officially accepted or rejected it, usually within 24–48 hours.    2.  View the "Electronic Filing Status" in your TurboTax software. You can check your TurboTax electronic filing (e-file) status by signing into your TurboTax account and viewing your home screen, which shows your status (pending, accepted, or rejected) within 24-48 hours. For desktop users, navigate to the "File" menu and select "Electronic Filing" to see the status history.   3.  If you are using TurboTax Online, use the Print Center to view the Federal Information Worksheet   4.  You can call TurboTax support. You can contact TurboTax Customer Service using this link: Turbo Tax Customer Service or you can call us at 800-446-8848.    

If you have not been mailed your 2025 SSA-1099 reporting 2025 Social Security benefits, you may be able to acquire the form by creating and logging into a My Social Security account with the Social Security Administration.

Please tell us the following:   1. Are you using the Online product or the desktop product? If desktop, is it Windows or Mac? 2. Are the distribution codes (box 3) the same on both 1099-SAs? 3. Were the 1099-SAs for an HSA or an MSA? 4. Any other comments?