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I am UNABLE to enter my Social Security input from my SSA-1099 form because there appears to be bug in the TurboTax program for Tax Year 2025.  Under the "Your 2025 Income Summary" screen, when I click on the "Update" button for "Social Security (SSA-1099, RRB-1099), it simply re-displays the summary screen.  It does NOT go into the SSA-1099 input screens.     I am running TurboTax for Tax Year 2025 on my Apple iMac computer.  Everything (software) is up-to-date with the latest updates.    Please investigate and advise how to resolve this EasyStep glitch with Social Security input.    

Why is it, that if I try to request a refund OR look-up an order so I can complete the process, then enter the info from an Order Confirmation email, I am told "The order was not found"?  Clearly, if I enter all of the data exactly as the email shows & my bank account has been charged, it should be possible for the system to locate my order...   It appears the others from previous years complaining about this are correct, that you CANNOT succeed with getting a refund thru the links provided(if at all, after a certain point). But, at the very least, you should be able to look-up and confirm an order, if you've already been charged. It makes it look like this is purposely done, so that Intuit can avoid issuing refunds for ANY reason. But, can convince those looking into it, that they allow people to receive refunds, by at least some means(this appears doubtful)...   That the "refund" system is essentially useless/pointless due to not being able to find orders, even when the data is PERFECTLY entered, is ridiculous. It would be better just to have a "No Refunds" notice once you enter a certain point. As, that is PRECISELY what occurs, but they give the impression it's otherwise...   PLEASE, at least fix the system so that either orders can be found & refunds can ACTUALLY be allowed. Or, alert users when they've reached the point that no refunds will be issued, even if the service will not allow you to e-file. Which, is how I found out about this problem with trying to get a refund...

I purchased a home in March 2025 and took out a mortgage of $920,000. I refinanced the loan in December 2025 with a new loan of $915,000. For 2025: Loan 1 was active from March–December  Loan 2 was active in December  When calculating the mortgage interest limitation under the $750,000 cap (post-2017 loans), how should I determine the “average mortgage balance” for 2025? Specifically: Should I use a full-year average (e.g., ~$910K as calculated by software), or Should I adjust for the fact that the mortgage only existed from March–December and use a time-weighted i.e. (sum of mortgage statements (March to Dec) + 0 (for Jan-Feb))/12 (~$766K)? I want to ensure the calculation aligns with IRS Publication 936 for a loan that was not outstanding for the full year and was refinanced in the year.

Hello,   Turbotax calculated that I paid over $40,000 in state/local taxes in 2024, and advises I claim as an itemized deduction. But I don't understand how it arrived at that number of over $40,000.   I paid $28700 in 2024 toward California tax. This was a combination of estimated (Q3 $700, Q4 - paid in early 2025 - $13,000) and extension ($15,000) payments. My 2024 return (also prepared using Turbotax Desktop 2024) reflects this number on the Turbotax 2024 California Return Summary under "Total Payments/Credits" and 2024 Form 540, line 78. I claimed a California state tax refund of $2,812 (2024 Form 540, line 115), and my California tax owed in 2024 was $25,888 (as reported on the Turbotax 2024 California Return Summary).   I would expect the 2024 state tax that Turbotax 2025 thinks I owed to be $25,888. However, it somehow managed to compute it as slightly over $40,000, and reports this in Schedule A line 5a, claiming $40,000 as an itemized deduction. This seems incorrect, but I clearly must be misunderstanding something.   Here is how I entered the relevant data:   I visited the questionnaire under "Wages and Income"->"1099-MISC and other common income"->"State and Local Tax Refunds on Form 1099-G". The questionnaire asked me to report the refund received in 2025. I never got a 1099-G for my refund. Was I not supposed to enter this section?   Anyway, I entered my payments and withholdings there as $28,700, wrote in the amount of refund as $2,812. When done, it took me to a page that asked "Let's check for uncommon situations", "Select all tax payments you made during 2025 to these states or localities toward 2024 taxes". I checked "2024 4th quarter estimated tax payment during 2025 to a state" and "Payment with a state extension filing", because, indeed, I made a 4th quarter estimated tax payment to California in January 2025, and an extension payment in April 2025. The next couple of pages asked me the amounts paid in estimated taxes in 2025 toward 2024, and the amount paid during the extension. The next page asked me what kind of deduction I took in 2024 (I took standard). Then it told me my refund isn't taxable and finished the questionnaire.   Under "Deductions and Credits"->"Estimates and Other Taxes Paid"->"Estimates", I entered the estimated taxes paid for 2025 for federal and state (together totaling $40,000), and checked the numbers that were already entered in the previous questionnaire for 2024 state estimated taxes in 2025 (they were correctly mentioned as $13,000, since this was the 2024 Q4 estimated tax I paid in Jan 2025).   Somehow, entering these things resulted in Turbotax calculating that I paid $40,257 toward state/local taxes, advising me to use itemized deductions, and filing $40,257 in Schedule A line 5a.   I'm probably misunderstanding something big here. I'd appreciate any help in the right direction.