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I wish I could leave a review so I could give the lowest possible rating. I've used TurboTax for years, they're usually pretty easy to work with, but not this year apparently.   I messed up part of the paperwork so I had to go in and fix it. First, it wouldn't let me fix it initially. They just kept asking for a form I didn't have. I had to manually find where the problem was entered and check a single box. THEN, they said "you can't use the free version because you're trying to enter this medicare form" when I had never heard of said form, don't qualify for said form, and don't need to enter said form. After it refused to let me pass without upgrading to the Deluxe edition, I figured "why not? it's probably like $20". It was $88! And that was AFTER being discounted from $143.   Now, they won't let me downgrade without clearing and restarting the whole form, but they won't let me restart because I've already filed the form once before.   They want me to pay $88 for doing literally nothing/   I don't think I'll be recommending this service to anyone ever again. I have never had a worst customer service experience in my life.

Turbo Tax never knows if or when you get your refund. The IRS doesn't update Turbo Tax when they send your refund. Only the IRS knows what happened to your refund. Turbo Tax only says if your efile was Accepted or Rejected, not if it was approved. What does the IRS say at Where’s My Refund https://www.irs.gov/refunds

Thanks! That helps but would of thought Turbo Tax would have sent e mail or at least info on Fidelity not ready rather than just disappearing it from the On line Tax program :(. One day its there and next just gone!  

Yes the import file is different than a pdf file.  You can't see the import file on the websites like Fidelity.  They can have the pdf statement ready for you to download and print but the import files take longer for them to make.   And as I said you can't enter or import a 1099R yet.  That section won't be ready until  Jan 21, 2026 in Turbo Tax.  So try again after Wednesday.

Fidelity showing up as one of the Banks/Investment firms I could select was there 3 days ago or so. As of yesterday no Fidelity shown anywhere. And my 1099-R is shown as available in my Fidelity account. Is there a difference in a "import file" and a "pdf file"? Thanks for the help so far!

What was there 3 days ago?   Most  investment companies won't have the 1099 import files ready until mid Feb.  And the file you can see on the websites is only the pdf file, not the special import file.   And the 1099R section in Turbo Tax won't be ready until Jan 21 to enter or import.   The date was pushed back from Jan 14.

The Standard Deduction also goes by your birthdate, if you are  under or over 65.  So check that too.   For 2024 the standard deduction amounts are: Single 14,600 + 1,950 for 65 and over or blind (16,550) HOH 21,900 + 1,950 for 65 and over or blind (23,850) Joint 29,200 + 1,550 for each 65 and over or blind (30,750/32,300) Married filing Separate 14,600 + 1,550 for 65 and over or blind (16,150)   Or if you are filing as Married Filing Separately and your spouse itemizes then you have to also itemize even if it is less than the Standard Deduction even if it is zero.   If you are a dependent your Standard Deduction might be less.

@cathydennis1228   Did you figure it out or still need help?  Your post is the first and only post about Excess Social Security tax error since the Online version opened in early December and the Desktop program came out in early  November.   Did it let you efile?  Did you do something to fix it to efile?     ps......your post was very hard to read.  You need to add more spaces and break it up into paragraphs.

Why do you need to remove it?  It can come from several places.   If you get Social Security it can come from the SSA-1099 Medicare deduction.  If you have a 1095 A for Marketplace Ins there is a checkbox for Self Employment.  Or if you entered it directly  under Business go back to here to delete it.   Where to enter Health Ins if you are self employed.  https://ttlc.intuit.com/turbotax-support/en-us/help-article/insurance-medical-benefits/enter-health-insurance-premiums-self-employed/L8bO3dyWi_US_en_US?uid=lky76pdq

Did you efile? Was it Accepted? Did you go all the way through the File tab, through the 3 steps and hit the big orange Transmit Returns Now button? Maybe you didn’t finish filing it or it rejected or you were suppose to mail it. When you log into your account you should also see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc. What does it say? Check back though your emails. When you efile you get back 2 emails. The first email only confirms the transmission. The second email says if the IRS (or state) Accepted or Rejected your efile. If you efiled there should be an Electronic Postmark page. Probably near the end. That is your proof and signature.   2024 AGI You need your 2024 AGI to efile 2025. The AGI is on 2024 1040 or 1040SR line 11. If you filed a Joint return you use the same AGI for each spouse. How to find the AGI. https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947 If you didn't file 2024 or filed it later in the year or mailed it, then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript

Sorry,  I don't understand your question.  Do you need to file a 2023 tax return?   Online is only for 2025 now. Online for 2023 and prior is closed now so you can not start a new 2023 or prior return or finish one. You have to do each year separately How to prepare a prior year return https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-prepare-a-prior-year-tax-return/00/25984 To do a prior year return you have to buy the Desktop program here, https://turbotax.intuit.com/personal-taxes/past-years-products You will need Windows 10 or Mac Monterey 12 to install it on. If you have a simple return and want to file for free you can fill out the forms by hand. Here are some basic forms….. Here is the IRS 2023 Form 1040 https://www.irs.gov/pub/irs-prior/f1040--2023.pdf or if you want bigger type use 1040SR for Seniors, https://www.irs.gov/pub/irs-prior/f1040s--2023.pdf And 2023 Instructions https://www.irs.gov/pub/irs-prior/i1040gi--2023.pdf 2023 Tax and EIC Tables https://www.irs.gov/pub/irs-prior/i1040tt--2023.pdf Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2023.pdf Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2023.pdf Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2023.pdf You have to print and mail prior year returns. When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s. Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS received the return. Don’t forget state.