Errors in 2025 Turbotax Deluxe

[lmrobtax]

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

Not generating form 1040-SR

[LaShaunA3]

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. 

[lmrobtax]

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]

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,

[lmrobtax]

I'm going to delete the 2025 and wait until after March 1st to start again. Maybe the kinks will be worked out by then. 

[jmickelct]

Didnt work (still!)

[MonikaK1]

Please clarify. What exactly didn't work?

If you experienced the issue with being prompted for Canadian Pension income information:

It's possible you are seeing this prompt because the "Canadian Pension" line was clicked inadvertently under the Retirement Plans and Social Security subheading in Wages & Income.

When you are in the Retirement Plans and Social Security section, one of the options to choose is Canadian Registered Pension Income. Go back to Wages & Income, select Retirement Plans and Social Security, and check what entries were made. Delete any entries made in the Canadian Pension section.

If you have inadvertently started a Canadian Pension form, you can delete it. Here are the directions for Online and Desktop versions:

 If you are using:

• Online: see How do I view and delete forms in TTO?
• Desktop: If you are working in the cd/download TurboTax program:

1. On the top right, there is a FORMS button.
2. Click on FORMS.
3. Locate the form you want to delete.
4. Click on the form name.
5. Below the form, bottom left, select DELETE FORM button.

@jmickelct 

[jmickelct]

I did NOT click on it, and to make sure wasted another hour with: uninstalling deleting all existing files and reinstalling TO MAKE SURE

Have wasted hour coming up on days and am *done*. This *IS* a bug as the 2 tech folks I spoke with admitted to. 

No mas!!!