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IRC code section 1341 governs  If repayment is in an ensuing year, and the repayment was more than $3,000, you can take it as a deduction on Schedule A line 16, denoted as IRC 1341 repayment, or recompute the taxes in the year you received the payment by excluding the payment. The decrease in taxes is taken as a credit on Schedule 3 line 13b

i have zeros in column C??? Plus Pub 974 states: Individual coverage HRAs. Starting in 2020, employers can offer individual coverage HRAs to help employees and their families with their medical expenses. Under an individual coverage HRA, employers can reimburse eligible employees for medical expenses, including premiums for Marketplace health insurance. If you were covered under an individual coverage HRA for 2024, you are not allowed a PTC for your 2024 Market-place health insurance. Also, if another member of your tax family was covered under an individual coverage HRA for 2024, you are not allowed a PTC for the family member's 2024 Marketplace health insurance. Not sure how not to take it in the turbo tax system

@fanfare, thanks for the workaround.  I just went through it in detail, and it looks like it will work.  I should still be able to efile, and just need to send a short 1040-X with the new 8606 form in the mail.  If I could mark more than one answer as correct, I'd mark yours as well.

They charge a $20 fee to process the withdrawal.  So between the fee and and interest, I'm guessing it ended up with that difference.  So am I able to file my 2025 return now without having to wait for a new 1099-SA?  Thanks

Did you go through the retirement section in the NY return?  After you enter your 1099-R in the federal section, you will adjust on the state return entry screen.     On the  Changes to Federal Income interview page on the NY return, scroll down to Received retirement income and enter your information there.   @nyboris    New York State and City Education pension sources include: New York State Teachers' Retirement System New York City Teachers' Retirement System New York City Teachers' Retirement IRC 403(b) plan International Union of Operating Engineers Local 891 Annuity Fund (Dept. of Education of NYC School District)

Always save PDF copies of your tax returns,  and even an additional copy offline, should your computer fail to work. While older years can no longer be opened by the TurboTax app, there is a web-based service where you email them your tax file, and they will email back a PDF. They are not affiliated with TurboTax. You would have to assess the risks if you decided to use this service  https://www.taxprinter.com/        however, I agree with your complaint about no warning of the 4-year life span. 

Just two follow-up questions: I can only fill in past carryovers back to 2016, I have no access to the 2015 carryover figures. Is this a problem? My tax returns have always been accepted by the IRS with no regard to reporting inconsistencies in the foreign tax paid carryover in section 1116. It looks like I am going to have to amend only my returns of 2023 and 2024 to remedy (a) these historical foreign tax carryovers, but also (b) due to corrections to my foreign tax payments, for foreign income (passive income). Should I go ahead and file my 2025 return now and wait until it is accepted, then file the amended 2023, 2024 returns together? I will owe the IRS very small amounts (under $50) on each of those. (These will eventually affect my 2025 filing.) Or do I file first the amended 2023, wait for acceptance, then file the 2024 amended return? An amended 2023 is going to affect 2024 because of the revision to foreign income, then that will affect my 2025 return. Should I wait to file my 2025 return until these 2023 and 2024 revisions are done? Thanks so much!