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I agree, 48E credits are listed in section 6417(b), which makes them eligible to be carried back 3 years. It looks to me like you would have to report them on line 5 of Form 3800.  According to the 2022 instructions for Form 3800, Line 5 is to be used only when amending to carryback credits from 2023.  You have to attach a statement with information about the credit anyway, so that would include the explanation of why the credit appears on line 5.  

I'd say this is a bug in Turbo Tax. The taxable amount of $2.07 is already reported in the form 1099-R, it should simply use it. Does anyone know how to fix this situation? This simply backs out an excessive contribution. Even if I made a withdrawl from my Roth IRA, I should not be taxed because I am only withdraw the contribution, not the earnings.

The issue is not with NYC tax; it's with NYS tax rate - the rate applied just for state is ~10% and believe me, I don't make 25M a year; so this is not the correct rate for my bracket. So it feels there is a bug in the calculation this year

MY DEPENDENT SAID HE COULD NOT BE CLAIMED   Your dependent made a very common mistake often made by teenagers and students who are filing their first tax returns.  In MY INFO they should have said that they can be claimed as someone else’s dependent—-but they answered incorrectly and now your e-file is being rejected.   Your dependent will have to amend their return to change the way they answered that question in MY INFO.   They cannot amend until their return has been fully processed.   But you do not have to wait for them to amend.  Waiting will not help you at all.   You can file your return by mail, since mailed returns are not rejected.   It will take longer for the IRS to process your mailed return and delay your refund.   OR….Get an IP PIN to e-file.     GET IP pin in order to e-file if your dependent’s SSN was claimed on another return   https://www.irs.gov/newsroom/irs-takes-steps-to-help-prevent-refund-delays-by-accepting-duplicate-dependent-returns-with-an-ip-pin-for-2025-filing-season-taxpayers-encouraged-to-sign-up-soon-for-ip-pin-online-account     https://www.irs.gov/identity-theft-fraud-scams/get-an-identity-protection-pin

I tried to clear the caches, restart the browser and do it in a private window. Also in Chrome, Firefox and Edge. Unfortunately, same result: It requires me to select one of the radio buttons "Driver's License" or "State ID". What else can I do to e-file my Federal tax return?

If you did not file a 2024 return then there is no 2024 AGI in the system for you to use when you e-file 2025.  Choose the answer that says you did not file a 2024 return, or try using zero as your AGI.   If neither of those remedies work, then print, sign and date your 2025 return in ink, and mail it in.   As for your rejected 2024 return---what attempts did you make last year to fix it or re-file it?   If you did not do anything to file it after it was rejected, the only way to file it now is by mail.  You will need to print, sign and mail it in.   When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.   Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.    

It is automatic based on your age. It is not part of your Standard Deduction. The new Senior Deduction is separate and in addition to the Standard Deduction or your Itemized Deductions on 1040 line 12e. The 6,000/12,000 senior deduction will be calculated on 1040 Schedule 1-A page 2 Part V Enhanced Deduction for Seniors which goes to 1040 line 13b with any other sch 1-A amounts. Turbo Tax automatically includes it if you qualify. If you are married you have to file a Joint return. 
For Online version You can preview the 1040 or print the whole return https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160 What do you have on 1040 or 1040SR line 13b?

HC-125(S) in Box 14 of your W-2, is a type of employee benefit plan under Section 125 of the Internal Revenue Code (often called a Cafeteria Plan).  The "(S)" usually indicates a "Simplified" or "Small Business" version of the plan.   Enter HC-125 in the description box, and then enter the amount.  You can simply use "Oher" as the category.

-W-2 employees cannot deduct job-related expenses on a federal return.  Job-related expenses were eliminated as a federal deduction for W-2 employees by the tax laws that changed for 2018 and beyond.  Your state tax laws might be different in AL, AR, CA, HI, MN, NY or PA.     If you are preparing a return for a state that lets you deduct job-related expenses, the information will flow from your federal return  to the state return, so enter it in   Federal>Deductions and Credits>Employment Expenses>Job-Related Expenses

I have had the same thing happen to me. I was overcharged for the Expert Online Assist Premium. Which I did NOT use, nor was it on the invoice before I payed. TurboTax is refusing to refund me the $159. I feel like I have been scammed and it is extremely frustrating. I have spent the past few days waiting on hold to hear from representatives who are not able to assist. It is unethical and I will never use TurboTax again. 

SSN #'s are correct for both. I can't seem to get into the documents. I have a printed copy. I don't see any question regarding the ssn "not valid for employment." Since we are retired, I replied thinking that it was asking if we were employed. So I would have answered 'No.' I also see a box under our SSN #'s on the printed copy that asks if our "main home....was in the US for more than half a year."  That box is unchecked, but the answer is yes.   

If you would like to apply your state tax overpayment to next  year, you can easily get to those screens in TurboTax using the steps listed below:   Click on your State Taxes Tab Select Edit next to your state tax return or you may see Take a Look at XXXX credits and taxes will show Select Done with credits Your TurboTax screen will say You just finished your XXX state Return Scroll down to Other Forms and select Update Your screen will say Additional Tax Situations Under Other Forms You May Need  Click on Start next to Prepare Estimates or Apply Your Refund to 2026   If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.  

Contact support to see if the expert you want is available this year.  The "Live" experts are seasonal employees who may or may not be working with TT this year. To call TurboTax customer support https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/contact-turbotax/L2y9ZKpQB_US_en_US?uid=m5s9l2vh  

HOW CAN I DOWNGRADE TO A LOWER VERSION https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/downgrade-lower-priced-version-turbotax-online/L2IDaMvkt_US_en_US?uid=m6ilzady     WHY DO I HAVE TO PAY?  I WANT THE FREE EDITION   The information that you can enter in Free Edition is pretty limited now.  Thanks to the tax laws that began for 2018 returns, there are no more simple Form 1040EZ or 1040A's.  Everything goes on a Form 1040 that has three extra "schedules" with it, and if you need any of those schedules, you are not able to use the Free Edition.  Using the standard deduction instead of itemizing does NOT mean you will not need any of those schedules.   If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules        How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/