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BUG: TurboTax Premier 2025 Desktop - Entering info from Form SSA-1099 Broken

Token #: 9411826182307412-99801336

OpSys: Windows 11

- Creating a new Form SSA-1099 Entry

- Entered correct values for Box 5 (Net Benefits) & Medicare B Premiums Deducted and hit Continue

- Selected "No" to the question "Is MyName a U.S. citizen who lived abroad in one of these countries in 2025?

- Hit Continue

- Selected "No" to the question "Did you receive any lump-sum payments?" and hit Continue

- Took me to a page titled "Canadian pension information" and asking to enter Custodian name

- Selected Back

- Took me to Canadian retirement summary and showed a blank line in the table.

- I deleted the blank line and hit back

- Took me back to the "Tell us about the benefits you received" page

- Hit back again and nothing happens - stuck here

Frustrating!

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2 Replies

BUG: TurboTax Premier 2025 Desktop - Entering info from Form SSA-1099 Broken

Token #: 9 4 1 1 8 2 6 1 8 2 3 0 7 4 1 2 - 9 9 8 0 1 3 3 6

Token #: Nine four one one eight two six one eight two zero seven four one two - nine nine eight zero one three three six

This is ridiculous

DaveF1006
Employee Tax Expert

BUG: TurboTax Premier 2025 Desktop - Entering info from Form SSA-1099 Broken

I have examined your return and I saw a Canadian Retirement Summary form listed. Here is how to remove it.

 

  1. Go to federal>income>retirement plans and social security
  2. Now select Canadian Registered Pension Income
  3. Now you will see the Canadian Retirement Summary Form
  4. Select the trash can icon to delete it and it will delete the worksheet.
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