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Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

I meet all of those criteria.  I have for several years.  I'm a returning customer. I just received a call from a rep helping me a short time ago. I'm now being advised that they can't fix the issue, and I will have to file my state taxes separately on the state website.  I've spent days/hours on this, been told several different explanations, just to now be told I'm not able to use your product because, well, no one knows why.  This "loop" is a technical issue, and if the devs who are writing the code for this aren't competent enough to fix it, it doesn't allow me to have very much confidence in the product as a whole.   What about all the time I've spent on this?  I could have had my refund back by now, like I did last year.  This is unacceptable.  Very poor issue resolution on the part of TurboTax.   Oh, and the fees taken out of my refund, I'm not even guaranteed to be refunded any of those either?   Very poor business practice to treat a returning customer this way.  I'm beyond frustrated.  

At the screen "Did (student's name) have any of these common situations in 2025", check the box "had education expenses other than tuition". That will get you a screen, later, "Time to enter (student's name) educational expenses". Enter those expenses at "Optional books and materials from the school".  

You are seeing this because the amount of Medicare taxes withheld in box 6 is not exactly 1.45% of the Medicare wages in box 5, due to rounding.   DoninGA found that if you remove any cents for the Medicare wages (Box 5), this will clear the need for Form 8959.   Double check your entries for your W2s. You could have a Box 6 withholding error or misplaced decimal point in Box 5 (e.g., entering $50,000.00 as $500,000) will trigger the form. Go to Wages & Income and select Edit/Add next to your W-2. Check Box 5 and Box 6 for every W-2 entered. Ensure Box 6 is exactly 1.45% of Box 5. If it is off by a few cents (e.g., the W-2 shows $145.01 instead of $145.00), rounding it to the nearest dollar may remove the form requirement. If the amount in Box 6 (Medicare tax withheld) is more than 1.45% of the amount in Box 5 (Medicare wages), TurboTax must generate Form 8959 to claim a refund of that overpayment. Even a discrepancy of $1 due to employer rounding can trigger this.   If your W2 entries are correct, delete the form: Select Tax Tools from the left menu, then Tools. Select Delete a form. Find Form 8959 and click Delete. Note: If the data in your W-2 still points to an overpayment, TurboTax will automatically re-generate the form during the final review.

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.  Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.   

Check your records for when you fixed your rejected tax return to see if you requested the Refund Advance on that resubmission. Also check your emails to see if at some point the Refund Advance was denied.

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.  Always use extreme caution when deleting information from your tax return.  There could be unintended consequences.   

Thank you for getting hold of a supervisor.  I was only able to get through to two LONG chats and a CPA and no one solved the problem and/or didn't believe a bug existed.  (3 hours at least of my time) I would love to know how I could get my name on the "list" for updates but I can't bare the thought of spending more hours on the phone/online again.   Will you please post if you hear anything?  It is just ridiculous  and frustrating to have to wait but I'm a little hopeful now since you stated that a "bug" has been acknowledged.  

I was able to buy it from Costco online (not in the stores). Store displays only have Fed/State and higher end products (Costco and Sam's Club).    I don't trust Amazon for software. I've unknowingly purchased counterfeit products on Amazon in the past and software is much too easy to substitute counterfeit product.  

Form 4562 is only ready for Schedule C and F. The Schedule E area is currently being updated.    The software should be updated after 02/11/26, but our tech team is working hard to have those updates before that date.

If your address does not stay in TurboTax you can try the following:   Clear your Cache and Cookies. Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies. Try using a different browser. Delete and re-enter your address in the Personal Info/My Info section.  Make sure all fields (city, state, zip code, and etc.) are correctly filled to avoid validation errors. If you are using a foreign address, make sure you select the right country in the  dropdown in the mailing address section.  If you have additional information or questions regarding this, please return to Community and we would be glad to help.

$5370+$3220 =$8,590, not $8550.   A 1099-SA reports withdrawals (distributions), not contributions.  Is that the confusion?  The 1099-SA shows what was paid to you or your providers, and it can't be changed unless it actually shows an incorrect withdrawal amount.     Someone needs to look at your form 8889 and the associated worksheets.  You can't view those forms directly if you are filing with Turbotax online.  That's what customer support should have helped you with.  (You can view those forms directly if you are using the desktop program installed on your own computer, let us know if you are using the desktop program.)   If you are using TT Online, you may want to call support again and try and get someone more knowledgable.   Or, go to the support menu and look for "send file to agent".  This uploads an anonymous version of your file to tech support and gives you a token number so that someone can associate your case with that anonymous file.  Post the token number here and I can try and get a moderator to look at your case. 

Sounds like something got stuck. You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.

Currently, TurboTax supports the manual entry of IRS Form 1099-DA. We are in the process of enhancing our CSV import and upload features to make this process more seamless.   Timeline: We expect the new CSV import functionality to be available soon. Please note that this is an estimated target as we finalize the experience. Supported Documents: Once live, the import/upload feature will support both 1099-DA and DigitalAssetGainLoss files. If you are ready to file now, you can still enter your information manually. Otherwise, thank you for your patience while we get these automated tools ready for you!