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I agree that it is rather simple to fill in the values on the 4562 however I am waiting for the update because of the possibility of an entry relating to Section 179.  That depends if any items could be considered an expense (typically relating the $2500).  If you do have a Section 179 entry, then you may have to deal with other forms.   I have flooring costs that typically would go on 4562 but are less than $2500 so I'll be waiting for the 179 guidance rather than discover I did something incorrect because I was too impatient to wait for the guidance that is still being developed.   It is frustrating that Intuit does not specify what changes are made. 

  Not sure how you "uploaded" a 1099G----or what kind of 1099G you have.  There are several kinds.   Was your 1099G for unemployment, or for a state or local tax refund, paid family leave....or for something else?   A 1099G should have been keyed in by hand.   You cannot change or add anything on the return that you just e-filed, nor can you stop it.  It is too late, just like when you put an envelope in a US mailbox on the corner.  The IRS does not allow you to take it back.   If you left out a W-2, a 1099G, or a dependent, or a 1099 etc…DO NOT change your return while it is “pending.”  The changes will go nowhere.   Now you have to wait until the IRS either rejects or accepts your return.  If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return.     If the IRS accepts your return, however, then you have to wait longer until it has been fully processed and you have received your refund.  THEN you can prepare an amended tax return and e-file or mail  it in. You have to be able to work from that return exactly the way it was when it was e-filed originally.  You will need to use a form called a 1040X.     Meanwhile, DO NOT go in and start changing anything on your return in the system, or you will make a mess for yourself.  Sit tight and wait until you see what the IRS does with the return you just e-filed   The Form 1040X is scheduled to be available on February 19.   The date is subject to change, so check on 2-19 to see if it is ready.   Before that, do not change anything at all on your return.

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!