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It depends. The following two actions will be helpful to try to eliminate the error. First close your tax return. Try clearing the cookies and cache.  It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options.  How to clear your cache -- Once this is complete open your return and try again.  If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates. Walk through the steps of your social security lump sum section to be sure you have answered all the questions  @ragpaq2 

Here are some more troubleshooting ideas for you to import your 1099 forms:   If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection Clear cache/cookies, then try the import again If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry Temporarily disable firewalls or antivirus software, which can block connection to broker servers Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances Ensure your document ID from the broker has the correct number of characters You could also enter your information manually, follow the steps below and select Skip Import.  Then follow the remaining screens to manually add your 1099-B data.   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.  

Here are some more troubleshooting ideas for you to import your 1099 forms:   If prompted to connect in a browser, click the shield icon to the left of the URL and disable Enhanced Tracking Protection Clear cache/cookies, then try the import again If importing from Schwab or TD Ameritrade, remove special characters from your password temporarily, as they can cause authentication issues If the import is over 4MB or contains excessive transactions, it may time out; switch to manual entry Temporarily disable firewalls or antivirus software, which can block connection to broker servers Check for Duplicate Files: If you receive a "duplicate installation" error, delete one of the instances Ensure your document ID from the broker has the correct number of characters You could also enter your information manually, follow the steps below and select Skip Import.  Then follow the remaining screens to manually add your 1099-B data.   Go to Federal, then Wages & Income, then Investments and Savings Select Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B) If you see Did you sell any of these investments in 2025?, select Yes. If you see Your Investment summary, select Add more sales Select Stocks, Bonds, Mutual Funds and Continue Type the name of your financial institution in the search box, select the appropriate financial institution name, and select Continue  You can use your summary of transactions separated by the short term and long term holdings based on how long you have held the investments. This is acceptable to the IRS and you have the detail to keep with your tax return files should they request them.  

When importing a cryptocurrency TXF file into TurboTax Desktop, the software defaults to 1099-B and does not present an option for 1099-DA.   TurboTax has yet to release information about upgrades to IRS form 1099-DA.  Thank you for your patience.   When reviewing the entries, you are able to use the 'bulk edit' function to report the Investment type as Cryptocurrency.   The 'bulk edit' function is found at the screen Review your XXX sales, by clicking the white box to the left of the word Description.

Boxes 5, 6, and 7 of Form 1099-NEC are related and TurboTax will look for entries in the other boxes if there is an entry in once box. Box 5 of the 1099-NEC may be blank even if Boxes 6 and 7 have entries, if no state income tax was withheld. If Box 5 (State tax withheld) is zero or empty, the state information in Boxes 6 and 7 is generally not required. If there is no withholding on your form, and the program is "stuck" at this step, see if removing the entries in Boxes 6 and 7 resolves the issue.   If you have already addressed all of the areas of your return for which Review asked for more information or corrections, you have checked your Internet connection, and the program is not progressing to the next step, try the following steps:    Try exiting TurboTax, restarting your device and starting TurboTax again. Try using a different browser. Chrome usually works well. Try clearing your cache and cookies.    

 While foreign earned income is excluded from Federal taxes , some states do not recognize this exclusion and may tax it, so verify your specific state's rules.  In general, you must report to your resident state, regardless of where it was earned.  You are only able to allocate income on part year and nonresident returns in TurboTax.     If you think the state amount is incorrect, you can try to request a corrected W2 from your employer, but they most likely will not make the correction because that is what they reported to the state and this correction usually has to be made before the W2 is submitted by them to the IRS and SSA.  

Follow the steps to Delete a Form and look for the Estimated Tax Worksheet or something similar.   From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) On the drop-down select Tools On the Pop-Up menu titled “Tools Center,” select Delete a Form  This will show all of the forms in your return  Scroll down to the form you want to delete  Select the Form  Click on Delete.     

There is no Payer ID for a SSA1099.  You are trying to enter it in the wrong place.      Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

There is nothing to "resolve."    You enter the W-2 exactly as it appears.    Teachers in IL pay into Teachers Retirement System instead of paying in to Social Security.   The information about TRS will be in box 12 of her W-2.   You just enter the W-2 exactly as it is.     There are three states which have varying degrees of participation in SS for teachers, depending on school districts—GA, KY, and RI.   Why Does Social Security Leave Out Teachers in These 15 States?   Some state government employees, including teachers, don't pay Social Security payroll taxes and aren't entitled to retirement benefits from Social Security. The history of this practice dates all the way back to Social Security's formation, when the law was intended to cover only private employees. At the time, it wasn't clear whether the federal government could force states to pay payroll taxes. Only in the 1950s did the rules change, allowing states to have the ability to join Social Security. The majority of states elected to enroll their government workers in Social Security. At that point, those workers started paying payroll taxes, and they earned their retirement benefits in the same way as any other worker. However, not every state participated. Now teachers in 12 states -- Alaska, California, Colorado, Connecticut, Illinois, Louisiana, Maine, Massachusetts, Missouri, Nevada, Ohio, and Texas -- don't have coverage arrangements with Social Security. In addition, three other states -- Georgia, Kentucky, and Rhode Island -- have varying degrees of coverage that differ by school district.  

Actually, ignore my last post which I can't figure out how to delete.    I followed your post and it reported correctly in my Federal Taxes. For NY State, it added it to NY additions, and then deducted it from NY subtractions. For other people doing this, I think if you do this correctly, TurboTax should carry it over to NYS in put it in the proper sections.    To check if it worked for my state forms, I went to IT-201, Under Federal Income and Adjustments, Line 4, and it had added the credit with all the other  income items. Then under NY Subtractions, line 25, it deducts it. So it's just zeroing it out.   I don't know why Turbotax would react differently for different people so I'm suggesting if you followed the instructions under this post  "How to enter your NYS Inflation Check <<< I figured it out! >>>" it should work correctly if you entered it correctly. I had to go back to my Federal return a second time after I finished because I had another tax item listed in that same section and I think after I was done putting in the inflation check amount, and was moving on in the interview,  Turbotax was asking about my other tax I entered earlier.  So I finished the entire section interview and then went back a second time....after finishing that section's interview I went back a second time and this time it asked me about the inflation check info I had just entered. (It doesn't know it's an inflation check, I'm just talking about the amount we're working with here). Maybe there's a glitch in Turbotax so you might want to do that section again and just read carefully. Anyway, now it's entered correctly. I didn't have to manually adjust anything. I'm reading here that people were getting returns kicked back from NYS? Maybe because they were manually adjusting but now putting it in both the addtion and the subtraction section.

To help you understand how it works, let's take some simple cases.   On Worksheet A in Pub 575, let's assume the taxpayer was 55 years old on the annuity start date. We see on "Table 1 for Line 3 Above" that the denominator is 360. Assuming that 360 represents number of months, this is 30 years. 30 years plus 55 is 85 years.   Now let's assume that the taxpayer is 60 years old at the annuity start date. The denominator drops to 310, or 25.8 years. 25.8 years plus 60 years of age is 85.8 years, about the same as the previous example.    If you do each of these, you will find that the result is about 85 years for each one. And what is so magical about 85? If you look at the actuarial tables maintained by the Social Security Administration (see their calculator here), you will see that for men born about the time of yours and mine birthdays that the actuarial longevity is about 85 years.   For a couple where the spouse can inherit the pension/annuity ("Table 2 for Line 3 Above"), it's more complicated, but the principle is the same.   Why does this happen? Because you received a tax benefit when your employer contributed (tax-deferred) to your pension/annuity? You receive a secondary benefit when earnings on these contributions grow tax-deferred as well. The presumption of the law is that this tax benefit must be eventually paid back, i.e., be taxed. However, for after-tax amounts that you contributed in addition to the employer's contribution, since that amount was already taxed, when you receive it as part of your pension/annuity distributions, it is not taxed.   Please note that a non-qualified annuity (i.e., lesser regulated by the government) can be set up so that all of the cost or basis is returned to the pension/annuity beneficiary before any taxable income is. For example, if you bought a non-qualified annuity for $70,000, the terms of the annuity might be to do a constant pay out per year (say, $7k) such that your return  (the $7k) is tax-free until the original cost/basis is exhausted, and then the insurance company/annuity company continues to pay you taxable earnings until your death.   I do not know of a way to convert pension or annuity from a qualified plan to such a non-qualified annuity or if it is even possible. Perhaps some one else will come along and add to this discussion.   One thing you might do is contact the plan administrator and ask if there is a lump-sum option, where you would receive the entire amount due (however they calculate that). This is a good news/bad news plan, though, since your higher income may push you into a higher tax bracket...and then you would get no more income at all from this source.

Most payment errors are caused because of your address not matching the credit card address, issues with your browser, or credit card authorization issues.  To fix this:   Make sure the address on your return matches the address on the credit card Clear your cache and cookies. Try a different Web Browser. If you are using TurboTax Desktop make sure all updates have been run on your program. You can do this by clicking on "Online" in the black bar across the top of your TurboTax screen. And then select "Check for Updates". If the issue persists, consider using a direct debit (ACH) or paying via check.   @willjlong   

When TurboTax says your return has been accepted, it means the IRS has accepted it for processing. It doesn't mean that it's been processed yet, just that it's complete and accurate for them to start working on processing your return.   Some returns are subject to an automatic hold when certain credits are claimed.   Also, keep in mind that once your return is accepted for processing by the IRS and/or state, we have no control over your return.  You should track your refund directly from the IRS and/or Department of Revenue’s Website: Where's my Refund  

A qualified business income (QBI) operating loss would be a business loss. If you are being asked to enter a QBI carryover loss, that would be the un-deducted loss on your QBI qualifying business or rental from the previous year. Otherwise, it would be your loss for the current year. It would pertain to a business or rental that qualifies for QBI treatment.    A passive loss would come from a passive activity, typically a rental. You can look on your form 8582 from the previous year and subtract line 11 from line 9 to find your passive loss carryover to the current year. If the loss was from QBI qualifying property, that would be your QBI loss carryover.   You need to enter the loss carryover as a negative number, that may be why TurboTax is not allowing the entry.