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If you have not paid for the online edition you are using, have not filed your tax return or registered the Free edition, then you can clear your return and start over with a lower priced edition. Click on Switch Products on the lower left side of the program screen while working on the 2025 online tax return. Click on Clear & Start Over

Did you buy the Desktop download?  Do you have the  16  digit License Code?   How to get started with the Desktop program, install and activate it https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US?uid=luqgvzrd If you have the License Code you can download the program here, https://turbotax.intuit.com/personal-taxes/cd-download/install-turbotax Where to find the License Code https://ttlc.intuit.com/community/tax-topics/help/i-can-t-find-my-license-code/01/852973

1. Prior year issue: The software is applying a "validation rule" based on your mom’s current filing status (Single) to her prior years' data. The Logic Error: For 2024, the maximum credit for a Single filer was $470 (Form 321) and $731 (Form 323). Because your mom is now filing as Single, TT’s error-checker is looking at her 2022–2024 entries and saying, "Wait, you can't have a credit of $938 or $1,459 because that's over the Single limit!" The Reality: Those credits were perfectly legal because they were generated on a Joint return. Arizona law generally allows a surviving spouse to retain their portion (and often the full amount in community property states like AZ) of a carryover credit, but the software's "Review" phase isn't sophisticated enough to realize the status changed after the credits were earned.   2. Carryover $605  Yes. Your mom did not lose the carryover just because your dad passed away. Under Arizona's community property laws, credits earned during the marriage belong to the "community." Since she is the surviving member of that community, she is entitled to utilize the carryover on her single return until it is exhausted (within the 5-year carryover window).   3. Going through the Interview Open to Arizona State   find the Credit Carryover screens for Forms 321 and 323. For the years with no carryover remaining (2022 and 2023), simply delete the data or enter $0. Since the credit was fully used in those years, it doesn't actually need to be reported on the 2025 return. Arizona only requires you to list prior years if there is an available carryover from them. For 2024, since you have a $605 carryover, TT is forcing the "Original Credit" box to be under the Single limit. Try entering the "Original Credit" as $731 (the 2024 single max) and then adjust the "Amount Previously Used" so that the "Available Carryover" still equals exactly $605. Example: If the goal is a $605 carryover, enter: Original $731, Used $126. This results in the same $605 carryover but "tricks" the software into passing the error check.

Yes, In TurboTax Online, you can clear and start over as long as you haven't paid or registered yet (free users are asked to register their accounts before they file). Sign in to TurboTax Online and select a topic to continue your return. (On the mobile app, select More from the bottom menu.) Select Tax Tools from the side menu, then Clear and Start Over. (On the mobile app, simply select Clear and Start Over.) Answer Yes to Are you sure you want to clear your return? (On the mobile app, confirm by selecting Clear and Start Over again.) After your entries have been cleared out, we'll prompt you to select a TurboTax product so you can start over from the very beginning. If you have paid or registered, you will need to manually remove your entries. Look for the trashcan icon.

Once your return is filed, TurboTax has no control over the processing or the timing when the IRS releases your refund.    The IRS Where's My Refund site will not take into account the 5 days early, but if you signed up for the 5 Day Early product, you should receive your refund deposited 5 days prior to the date indicated by the IRS, assuming all conditions are met.   For more information click on the link below 5 Days Early Option   If you don't get your deposit 5 days early, there is a few reasons why that might happen.   Your refund was offset or differed from their estimated refund amount, bringing the refund amount below the minimum threshold or above the maximum. What is a refund offset? Your bank wouldn't accept RTP (Real Time Payments) or Same Day ACH deposits, preventing Intuit from depositing your refund 5 days ahead of when the IRS would have deposited your refund. The IRS didn't give Intuit 5 or more days of notice in advance. This stopped Intuit from meeting the 5 days early expectations. If TurboTax is unable to deliver the refund 5 days early, your order will be canceled and you won't be charged the 5-Day Early fee. You will receive a follow-up email with a refund and timing update, and if any cancellation is applicable. 

@DaveF1006 I now see that the Pennsylvania TurboTax product does not, in fact, handle this issue adequately.  Although as noted, it does compute a reasonable pro-rated amount of interest on U.S. government obligations deductible from my Pennsylvania income, this amount appears only on a "keep for your own records" form titled "Adjusted Dividend Income and Dividend Income Summary." The amount actually carried forward to my Pennsylvania income tax return via Schedule B of Form PA-40 is my total interest on U.S. government obligations from a form titled "Dividend Income Worksheet," NOT the adjusted amount appearing on the "Adjusted Dividend Income and Dividend Income Summary." As with Maryland, I can override the incorrect amount computed by TurboTax for Line 3 of Form PA-40 Schedule B. Other than an override, is there any other way to include the correct amount on my part-year resident Pennsylvania income tax return?

I suggest you pick the first one in the list and review the entries. Answer the questions in TurboTax by reference to the Schedule K-1 you have. If you find after a few screens that there is no information from the form there, then try the other entry and do the same. If you still find there is no information populated, you will have to complete the entries by reference to the K-1 schedule.

Intuit is trying to push online but beware the functionality and cost are not equivalent.  if desktop works for your OS then I would stick with desktop.  online is not the same functionality there is no forms mode and the workflow is very interview-centric; and online is only good for one Fed+State return, if you prepare multiple returns for family etc you have to set more accounts and pay for each separately.   if you have Win 10 then you can either switch to online, use a Win 11 VM to run desktop, or switch to something else.  see https://ttlc.intuit.com/community/taxes/discussion/i-already-purchased-tt-2025-premier-but-i-cannot-use-my-windows-10-computer-what-are-my-options/00/3855149

An annuity is a contract for regular payments.  A pension is in a way an annuity from your employer because it provides regular payments over time.     TurboTax groups them together because the IRS treats them the same for tax purposes.  They are both reported on line 5 of your form 1040.