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"We should get a refund."   Did you already pay TurboTax fees and then abandon the account and the return without filing your return?     No one in the user forum can resolve a billing issue.  If you have a question about your TurboTax fees or billing, make sure you use the word “billing” in your request for help.  Do not use the word “refund.”   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

If You Receive Form 1042-S, Does That Mean You Have U.S. Tax Obligations? "No, this does not trigger automatic U.S. filing requirements. As mentioned above, certain types of income received are passive in nature and are subject to a flat tax corresponding to the statutory 30% withholding. If that constitutes the entirety of your US-sourced income, you likely do not have a filing requirement, since IRS already has their money. " Does this mean I can leave out her 2024-S income when filing the amended MFJ 1040 for 2024? Also, I see there are multiple 1042-S from her brokerage for 2024, including 2 on 3-7 and 3 on 3-12. So, I am anticipating multiple 1042-S on different dates for 2025, which we will report because of her wages. Do we report all 1042-S income for all dates? Thanks.

To fix the issue where the direct deposit "bubble" is greyed out or unclickable, you typically need to reset the path by selecting a different refund option first. Sometimes in TurboTax Online the system gets stuck on a prior year's bank info or a default selection.   You can try these steps to resolve this: On the screen where you choose your refund method, try selecting Other Refund Options or View all options (the wording may vary). Choose the option for a Paper Check and click Continue. On the following screen, the system will often show you a summary. Click the Back button or navigate back to the How do you want your refund? screen. The Direct Deposit bubble should now be "unlocked" and clickable. Select Direct Deposit and enter your 9-digit routing number and account number manually. Do not copy and paste the numbers, as this can sometimes trigger a hidden formatting error.

@Doesitmatter It appears that the section for entering a SSA-1099 is missing from the desktop editions for tax year 2025.  I will notify a Moderator.   The 2025 TurboTax online editions -  

Your e-file is still in "pending" because the IRS will not begin to accept/reject returns until January 26.  You will have to wait for an email that tells you that your return has been accepted by the IRS and then you can start trying to track your refund on the IRS site.   https://www.irs.gov/newsroom/irs-announces-first-day-of-2026-filing-season-online-tools-and-  

This error is often triggered by a "looping" behavior where the software tries to verify your identity or payment but cannot communicate with the server.   Try these things:   Clear Browser Cache and Cookies: This is the most common fix. Cached data from earlier in your session can interfere with the secure transmission of your payment or filing info. After clearing, sign back in and go directly to the File section.   Use an Incognito/Private Window: Open a new Incognito (Chrome) or Private (Safari/Firefox) window and sign in to TurboTax there. This ensures a "clean" connection without any active browser extensions (like ad-blockers) interfering.   Run the Reviews Manually: Sometimes the snag is caused by a skipped question. Go back and run the Federal Review, State Review, and Final Review (Check my info) one at a time. Do not skip any screens, even if they look correct.   Check Your State Return: If you are at the payment screen for a state filing fee, the error may be caused by a missing entry in your state return. Revisit the State section and ensure there are no "Needs Review" flags.

@Lakeviewotter wrote: That isn't my current issue. . . . But as far as I can tell, turbo tax hasn't got a work around for me to list my tips and get the OBBBA deduction. @Lakeviewotter    It's not clear who you are replying to. The workaround is the Form 4852 substitute W-2. See my earlier reply above.  

I can't see what link you are getting, but it is likely because you can't file a Form W-2c through the Quick Employer Forms (QEF) website. You can only to create and e-file original Forms W-2s and 1099s.   If you need to correct these forms, you can use one of the following official methods to file your W-2c for the 2024 tax year:   Social Security Administration (SSA) Website: Register for or sign in to the SSA Business Services Online (BSO) portal and use their free W-2 Online tool to create and e-file Form W-2c and the required summary form, W-3c. This is the most direct way to e-file a correction. If you prefer to file by mail, you can download Form W-2c and Form W-3c from the IRS Forms & Publications page.

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery

There is NO where to enter this. It keeps saying there are so many tax fixes for 2025 that the 1099 Module is not ready yet. Been using TT for over 20 years and they seem to be getting worse with updates to the new tax laws....

The Form 1099-R section is estimated to be finalized and available in TurboTax on 01/21/2026   The section for entering a Form SSA-1099 is available -   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