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I noticed the IRA Worksheet was incorrect too.  So  many errors I wonder how to start over.   The ira worksheet says I contributed to Roth but my husband didn't. Neither of us contributed directly to a Roth    

Having watched the Super Bowl ads for TT, and seeing how "easy" it is to import data and finish your returns, I am also shocked that TT isn't doing more to address the issues and restore some confidence for the future.  I also have used TT for a very long time, but can't say what I will do next year (or even this year...).  One additional issue: I went back to my 2024 file to see how my information appeared there.  I was forced to run a TT update (no option to deny or stop), about the same size as the update that ran when I first installed for 2025.  Lo and behold, that same Canadian Pension BS was in that file, and indicated it was also imported from 2023, neither of which was true.  So I strongly believe the issue is in a TT software update file.  Not a software engineer, but too freakin' coincidental.

This number is often required to download brokerage data. This number is usually found at the bottom or top of your tax information statement form your broker. You can also find it near the top of  your consolidated statement.    You should also be able to locate this ID by accessing your online account. If you can't find it, you can call your broker to get this number. 

The reasons for the Refund Advance amount would be private and we would have no knowledge about it.  Certain credits do not get released by the IRS until March 2nd.  You may want to check out other sources for a loan against your refund by taking your tax return with you when you apply. When to expect your IRS refund if you claimed earned income credit (EIC) and/or advanced child tax credit (ACTC)   I am sorry for your situation.

To enter a Form 1099-LTC - Click on Federal Taxes (Personal using Home & Business) Click on Wages & Income (Personal Income using Home & Business) Click on I'll choose what I work on (if shown) Scroll down to Less Common Income On Miscellaneous Income, 1099-A, 1099-C, click the start or update button   On the next screen - On Long-term care account distributions (Form 1099-LTC), click the start or update button

You are in the wrong section of the program to enter a SSA-1099   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

Medicare is not considered a HDHP by the IRS..   You cannot contribute to a HSA while covered by Medicare but can still use the existing funds in your HSA tax-free for qualified medical expenses.    

To pay your TurboTax fees with a credit card, you need a US billing address.   You can change the billing address to a US address in Step 1 of the checkout process to pay the TurboTax fees.    After you have completed Step 1, you can go back to the My Info section in TurboTax and change the address back to the address you want to be shown on your tax return as your mailing address.

@fanfare wrote:     OR Just leave prior years and start with the original basis on 2025  tax return. You still have the 8606 name: issue. reply back if you want a workaround for that.   @frankharry  I am open to being corrected, but if the taxpayer has been making withdrawals since 2021, they can't use the 2019 basis in 2025.  They have to account for the intervening years even if they didn't claim the exclusion.