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Your information has to be entered from scratch.     You will not be able to merge two previous TT account to start your new joint return.  You can transfer ONE of your 2024 returns into a new return, so choose the most complicated one.  The other spouse’s information needs to be entered manually.  The first name you enter will be the “primary” taxpayer——and in subsequent years you need to keep the names in that order—do not try to change the order of the names.     When you enter the primary spouse’s information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose YES to file a joint return.  You enter your spouse's information into My Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.  WATCH for the names as you enter income on the screens.  Or when you click to add income it will prompt you to choose which spouse had the income.   When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.   And…keep a record of how to access the “old” account for your spouse in case a need comes up to print it or find information from it.  TT will save it online for seven years,    

The piece that is missing in order to determine whether the distribution should be taxable is the basis in the Roth IRA.  If you do not see a question about the basis in the Roth IRA as you enter the Form 1099-R for the distribution, then use the instructions below to be sure to enter that information into your tax return.   Go to Deductions and Credits > Retirement and Investments > Traditional and Roth IRA Contributions.   This will bring you to a screen with checkboxes to indicate what types of accounts you had in 2025.  Be sure that Roth IRA is checked.  Click Continue.  If Traditional IRA is checked or if you have a spouse that had either type of account, the next questions will not pertain to your Roth IRA.  Continue through this section until you are asked whether you made any contributions to your Roth IRA for 2025.  This is the beginning of the section where you will enter details about your Roth IRA, including the basis. Continue answering the questions according to your situation.  On the screen where you see Let Us Track Your Roth IRA Basis, click Yes.  Then, on the screen titled Enter Prior Year Roth IRA Contributions, this is asking for your total contributions for years prior to 2025 (basis).  If your basis exceeds your distribution, then the distribution will not be taxable.  If the distribution exceeds your basis, then the excess will be taxable.

If you are using online TurboTax you do not have forms mode.   With online you can only preview Form 1040 or Schedules 1, 2, or 3 until you pay your fees.  Only desktop download software has forms mode that allows you direct access to forms. PREVIEW 1040 https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-return-filing/L77WCkvnu_US_en_US?uid=m681fkhr  

"Don't know who has been recommending that this income be entered on the New York state tax return, but they are incorrect. It is not entered anywhere on the New York state income tax return for tax year 2025.   The New York State "Inflation Relief" check, mailed in late 2025, is generally not entered as taxable income on a New York State tax return. The state considers this check a relief payment or a return of previously paid sales tax, making it non-taxable for New York State and local income tax purposes."   It is not being manually entered as income on the NY State tax return ... it is being entered as a subtraction on the NY form since it must be entered as income on the Federal return, which then carries through to the NY State form automatically; This is the way the TT 2025 software handles this, and this is the heart of the problem. You will want to research the previous posts and recommendations given by the "employee experts" on this topic to get the background on the issue.

To stop TurboTax from requesting Form 3468 (Investment Credit), you must delete the form itself from your return’s background files. Even if you deleted the K-1, the software often leaves the credit form behind as a "ghost" form that triggers errors during the final review.   If you are using TurboTax Online: In the left-side menu, select Tax Tools, then click Tools. In the pop-up window, select Delete a form. Scroll through the list to find Form 3468. Click Delete next to it and confirm that you want to remove it. Check for and delete related forms like Form 3800 (General Business Credit), which is often linked to Form 3468. 

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. For Single the deduction starts to phase out at 75,000 and maxes out at 175,000 For Joint the deductions starts to phase out at 150,000 and maxes out at 250,000 If you are married you have to file a Joint return And your SSN must be VALID for employment. Do NOT check the box saying Not Valid under My Info. 
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? See the 1040 ….    

I don't know if that was exactly what I tried but I know I followed the exact steps given in the standard help and it didn't work. So I gave up and started a new tax filing. It was frustrating but it worked. I'm hoping that I never have to use TurboTax again.

What choices do you have for 2021?  And by the way  you shouldn't use Amend just to get copies.  Usually you use Add a state to let  you in.  Have you done 2025?  You usually have to start the current year for the prior years to become available to download and print.     How to Access prior year online returns https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010 If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2025 for the side menu to open up. Just continue a little ways into 2025. I had to go though about 12 screens. Or request a transcript from the IRS https://www.irs.gov/individuals/get-transcript Or get a copy of your return using form 4506 https://www.irs.gov/pub/irs-pdf/f4506.pdf