Errors in 2025 Turbotax Deluxe

Forum|Forum|7 months ago
February 10, 2026
11 replies
102 views

Software directed me to provide a name for a Canadian retirement account when I never selected that option.

Not generating form 1040-SR

LaShaunA3

Alumni - Intuit

At the Canadian Pension question, click the trash can icon and delete the form. Don't click Continue, because it'll create a new Canada RRP Worksheet. Click the trash can and go right back to Federal Review. Let us know in the comments if that doesn't resolve the issue.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

lmrobtaxAuthor

Level 2

When entering Social Security income, the page to enter a name for a Canadian pension came up, could not get past it. Clicked back, found an entry had been started for a Canadian pension, clicked on the trash can, it went away, and clicked Done. This happened again when I went back through Social Security income. I exited Turbotax and deleted the tax file. Upon re-enter, I elected to update Turbotax (as I always do), started tax return from the beginning, and the issue with a Canadian pension did not re-appear.

Next issue. Info Wks shows as checked to generate form 1040-SR and the correct date of birth. But the form was not created, only Form 1040.

Monikak11

Level 6

TurboTax does automatically generate Form 1040-SR for taxpayers aged 65 or older by using the birthdate entered in the "Personal Info" section. While the screen displays a standard 1040 form while you are working on the return, the 1040-SR is generated when printing, saving, or e-filing. I just tested this by saving a test return to a PDF and it did create a 1040-SR,