turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

lmrobtax
New Member

Errors in 2025 Turbotax Deluxe

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

Not generating form 1040-SR

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
LaShaunA3
Employee Tax Expert

Errors in 2025 Turbotax Deluxe

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"
lmrobtax
New Member

Errors in 2025 Turbotax Deluxe

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.

MonikaK1
Employee Tax Expert

Errors in 2025 Turbotax Deluxe

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,

 

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

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question