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Are you talking about your 2025 Return? It might be that not all the forms in your return have been finalized yet. If you have Draft forms in your return, it would not allow you to download your finished return.   Use this link to reference when your tax forms will be available. You can search by TurboTax Product and for IRS and State-Specific Forms.

The Social Security section is available.  Just go directly to the SSA-1099 section to enter your benefits.   To enter Social Security benefits reported on form SSA-1099 Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On Social Security (SSA-1099, RRB-1099), click the start or update button

@barmat wrote: Do I need to keep all those past years of Turbo Tax software on my computer? No, not really. You want to retain the .taxXXXX files and the (FULL) PDFs for your records, however.   

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

Do you see the option for receiving your refund? 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

Clearing the DNS cache is not likely to solve the activation problem.  I solved the problem on my Windows 11 PC last night.   The cause is more complicated and is caused by the Intuit software engineers(SE) over-zealous/devious method to assign a "fingerprint" to a PC in order to count the # of activations for each license key.  I keep all personal data(bank info etc) on a VHD(virtual hard drive) encrypted with bitlocker.  When I want to access these files I mount the VHD, access the files, then unmount the VHD.  This limits the time my data is exposed to nefarious WEB sites (server side code).  I have been doing this for years, and I placed my Turbotax file on the VHD.  I haven't had issuues until this year, so the SEs have evidently focussed on the VHD ID to determine  if the app is running on a different PC.  I moved the tax file to C:\Users\myname\Documents\Turbotax and no longer get the activation bug.   I wish Intuit would just sell one license with one activation and if someone needs more activations let them pay for them. Don't punish the rest of us with this activation count nonsense!

The Form 1099-R section was updated last night. 01/21/2026, for the online editions.  If you are not seeing this on your account, clear cache and cookies on your web browser.   The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions.  Click on Online at the top of the desktop program screen.  Click on Check for Updates.   To enter, edit or delete a form 1099-R - Click on Federal Taxes (Personal using Home and Business) Click on Wages and Income (Personal Income using Home and Business) Click on I'll choose what I work on (if shown) Scroll down to Retirement Plans and Social Security On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

I was receiving this same error message after making my payment. I was able to go back to "review" and it let me continue from there. Hope this helps all of you who are frustrated that Intuit can't figure out the glitch that's been going on for two years. 

I would guess you may have gotten a credit, such as the Earned Income Credit, when the income was reported as earned income on Form W-2 and lost the credit when the income was properly changed to retirement income.    Please look over your Form 1040 to see if there are credits that changed,