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That's messed up somehow....if you are actually using the desktop software, try running an update.   If you are using the Online software, all updates are already in place. For Online....try editing it in two spots....Once up in the top of the screen that shows the form is there.....then if that doesn't work, try to access it down the screen, down in the retirement income section of the menu there is another entry point to SSA-1099 forms. ________________________ Otherwise, perhaps Customer Support when they are open: How do I contact TurboTax?

@jonesy03em    PLEASE, go back to every tax form you entered, and carefully check what's in every box....especially in the state boxes .  W-2 forms first, then 1099-R forms, or anything else that has a state withholding box in it.   Especially if you uploaded a picture or PDF of any form...those can go drastically wrong. Also, sometime if you hit a comma, for cents, instead of a decimal point...those entries can turn into huge numbers.   If you can't find it that way, delete each form, one-by-one until you find the one that drops the huge refund....that is the one that's boogered up.  

Hi @DaveF1006    I was able to make adjustments in software at below 2 places and taxes are being calculated on these adjusted amounts now. 1. Schedule 1 (Form 1040), Part II, Line 24z (Other Adjustments) 2. Schedule CA (540NR), Part II, Section A, Line 1   In 1040NR, i see itemized deduction of $20K based on the CA withholding from my W2.  Since i'm adjusting the amounts, actual California tax is coming less than that, including CA-SDI. So i have updated the Schedule A 1040NR to this actual amount instead of 20K. Does that looks correct?      

@CHRISTOPHERMIKEHUCKABY  If you used online TurboTax for your 2024 return, then it all depends on if you are using the same account as last year, and it also depends on whether you have started your online 2025 return.   If you are in the same account as last year, the 2024 AGI "should" have transferred in automatically.        Have you currently started and are preparing a 2025 return?    If so, with your 2025 return open, go to the left menu column and click on Tax Home tab. On the Tax Home page scroll way down the page to a section called "Your Tax Returns & Documents".  Expand that and choose tax year 2024.     Is your 2024 tax return PDF there, or is there a link that says "View adjusted gross income?"   If there's no evidence of the 2024 return in your current account you are using for 2025, here's how to look for multiple accounts.    To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.   NOTE:  Or if you have an online IRS account, you can also get your 2024 AGI there.   Here's some info and video: FAQ:  How do I find last year's AGI? https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/find-last-year-agi/L0SiDtTNI_US_en_US

I know this post is old but I had the same situation occur now 1/2026 and I figured it out so posting here to help others. I took screenshots to help. Do NOT choose the first option to deposit to Credit Karma. It does look deceiving. It only shows that option and another (deposit into bank) at first glance. YOU HAVE TO CHOOSE NO THANKS. It will give you more options that includes the refund advance then.   

Filed my taxes this year on tax free USA in 20 minutes including the energy efficiency credits for half the price of turbo tax with audit protection, even though the portal allowed you to start a 5956 form it continuously gave erroneous responses and failed to recognize QMIDs pulled directly from irs.gov.  I finally got fed up, and turbo tax dropped every ball this year that could be dropped including schedule a meeting with a tax consultant, but only during working hours as the whole idea in behind 365 24/7 access to a tax expert went out the window between now and last year.  Furthermore, if you send out emails that say a part of your tax filing process, like the energy credits, is ready to be utilized, only to login for a week and it actually not be, you have simply missed every bar that could be missed.  Next time just make that little bubble at the top of the screen that says let us do your taxes, the key point, not make everything a hassle, unable to be utilized, or simply a pain to complete like forms that are not even able to be viewed on a laptop in their entirety bc it’s embedded in a box that requires you to try and move it around to be seen or understood. 

It depends on the process, which can differ among brokers and financial institutions. All you can do is try and see what happens. Duplicatees can be deleted. However, it's important to make sure none were not included in your joint return