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No, you do not have a choice of which year to use in your carryover history. The IRS requires a strict chronological order for carryovers. You must use the oldest available credits first.    26 U.S. Code § 904 - Limitation on credit  (look under the heading Carryback and carryover of excess tax paid)

If you click on Edit for the 1099-SA, you can enter the first form in completely and then once it is finished, you will get to a screen title "1099-SA Summary".  This will show your name and the Box 1 Gross distribution amount.  You can click on the blue + Add button below your name to add a 2nd 1099-SA form to your return.  Once you are done entering that 1099-SA, the 1099-SA Summary should have both your 1099-SA forms listed.

I opted to have state and federal taxes taken out of my weekly medical leave payments and, without an option to enter any taxes already paid on the 1099-MISC income, following these instructions would have added the total amount of my medical leave to my taxable income without accounting for taxes already paid. Going through the 1099-G menu is a little confusing, but it does allow for a 1099-MISC to be filed with the option to enter any state or federal taxes already deducted. In my case, this increased my eventual return  by ~1k compared to filing via the 'Less Common Income' route outlined here.     Obviously everyones situation is different, just thought id share what my experience ended up being.

@mmeggs IRS Form 1099-R (same as the TurboTax 1099-R) - https://www.irs.gov/pub/irs-pdf/f1099r.pdf   This is for tax year 2024.  The 2025 desktop editions have the same exact form      

It looks like they are being flagged for duplicates due to having the same mortgage origination date.  I recreated the situation and got the same thing.  I tried indicating the second two were refi loans, that didn't help.  The I changed the mortgage origination date on the second two to 05/03/2025 and 05/04/2025.  That worked.  I recommend you change two of the three mortgage origination dates.  It won't cause any problems with tax return.  That date is not reported to the IRS, but used by the program in calculations in certain situations. 

Hopefully this reply helps others. I kept getting the same message several times.    I then noticed that the address at the end does not match my drivers license. I changed my address and it fully processed it through.  I'm not saying this is the situation for most on here, but it's worth a look. My guess is the bank looks at your address listed vs your drivers license and if it doesn't match it won't process it. 

Thank you. That would be perfect except there's a LOT of complex data already entered. The problem was from something pretty careless & dumb - I changed a single figure [Capital and other gains (losses)…specifically Line 17 on Form 4797 - Sales of Business Property] to try to get an estimate for my 2025 tax payments, & then used the changed return for my transfer-duh!?!? I don't think it'll mess up the accuracy of my 2025 return but it does screw up a lot of TT comparisons for my personal use. If I could just change that one transferred figure back somehow???...oh, well. Thanks again. 🙂 Shawn  

The Premium Services Benefits are the same as the PLUS benefits, except that you use your refund to pay for the Premium Services Benefits.  You can add the PLUS benefits and pay by credit card when you file your return.  For a comparison, see What's included in PLUS Help & Support? - TurboTax Support and What's the Premium Services package? - TurboTax Support

Had the same problem.  Found my 2024 tax file on my hard drive with its .tax2024 extension and copied it to my Windows 11 desktop.  When I opened up Turbo Tax again, this time the file was recognized and I was able to import my old data.

Are you saying that there is State and Federal tax reported on your 1099-R? State tax would be in Box 14 and Federal tax would be in box 4.   Are you having issues getting those amounts entered on the 1099-R input screen?  What kind of 1099-R is this? IRA, Roth IRA, 401(k) government pension, annuity or something else? 

If you are using the TurboTax desktop editions and you have  qualifying dependents under the age of 18, after completing the return and in the File section of the program, you would have been asked if you want to start a Trump Account. Did you see this screen in the File section?   You may have to delete the Form 4547 in Forms mode before the question is back available in the File section.

1-You can enter estimated local taxes you paid in the Federal section, under Deductions & Credits, Estimated Taxes, Estimates. There is a line in Estimates for Local Estimated Taxes for 2025.   2-I am not able to test a Michigan return in Mac at this time. However, since the East Lansing return has to be printed and mailed, you could make any other needed edits directly on the form if needed. Contact the office of the East Lansing Tax Administrator with any questions about their form.   In order for us to troubleshoot this issue, you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Desktop users:   From the black bar at the top of your screen, select Online Click Send Tax File to Agent Click Send on the message that pops up TurboTax will create a "sanitized" copy of your return information with no personal info Post the full token number here in this thread   We will then be able to review your file to see what you are seeing, and we can determine what is going on in your return and provide you with a suggested resolution.