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If you have not registered, paid or e-filed you can clear and start over in a lower version of the software. CLEAR AND START OVER   https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/clear-start-turbotax-online/L37BZFuBV_US_en_US?uid=m6b26ost     https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp            If you started in the Free Edition and entered any data that required any extra forms or schedules, you have to upgrade to a paid version and if you are watching the screens carefully you are alerted to the upgrade.       TurboTax Online: Important Details about Filing Simple Form 1040 Returns If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible. Examples of situations included in a simple Form 1040 return (assuming no added tax complexity): W-2 income Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Taxable qualified retirement plan distributions   Examples of situations not included in a simple Form 1040 return: Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions Unemployment income reported on a 1099-G Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers) Stock sales (including crypto investments) Income from rental property or property sales Credits, deductions and income reported on other forms or schedules  1095A for marketplace health insurance     How can I see my TurboTax  fees?  https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=m682vq7k   If your TurboTax fees are higher than expected, you can reduce them by removing add-ons     (BEFORE you e-file) :   Remove Premium Services Remove MAX Defend & Restore Remove a state Remove PLUS Help & Support Remove Pay With Your Refund     Or—-Use this IRS site for other ways to file for free.  There are 8  free software versions available from the IRS Free File site   https://apps.irs.gov/app/freeFile/   Or—if you live in certain states you may be eligible to use the new IRS Direct File     In Filing Season 2025, Direct File will be available in Alaska, Arizona, California, Connecticut, Florida, Idaho, Kansas, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Washington, Wisconsin, and Wyoming.    https://directfile.irs.gov/   https://home.treasury.gov/news/press-releases/jy2629  

@PatriciaV Wow this is so detailed and helpful. This is what I did to add the state tax withheld to Box-13 with code ZZ: I could not find the relevant interview questions. Instead I manually added it to the Form 1065 (TurboTax Forms), as shown in the following:    I then can see this number shown up on Box-13 with code ZZ. During the Federal Individual return, I can input this number as NJ state tax withheld during the code ZZ interviews. I also saw this number reflected to my NJ-1040NR return.   I think I am able to follow everything you suggested except that I did not generate NJK-1. I used to be NJ resident and moved out two years ago. My LLC does not have any NJ resident partners, with no NJ sourced business income/loss (but I still have other NJ sourced individual income) , so I think I do not need to file NJK-1 anymore (and saved me $50 TurboTax charge for NJ K-1 filing).  Pls let me know if you have a different understanding on this later matter.   I can't thank you enough for your suggestions and help. It saved me a lot of time and worries.

open your e-mail program and look in the inbox. however  original correspondence from the IRS does not come via e-mail. you get a letter by mail. any IRS notices that first appear in your e-mail account are probably fakes trying to get personal info. the only direct notification is if you e-file. then the first e-mail (from Turbotax not the IRS) will say submitted successfully or not. if successful there's a second e-mail that tells you if it was accepted or rejected

why. $$$$$ it costs money to store and maintain an app. as for PDF you are completely wrong about printing. any PDF app can open and print a pdf (PDF stands for portable document format) so you don't need Turbotax. even browsers can open pdfs and you can print from there. 

First, why does TurboTax need to disable software that was paid in full? Second, a PDF cannot be printed out if the application has been disabled. Third, possible tax audits and tax data retrieval. It is disreputable to sell software and then disable it without notice or cause. It's nobody's business why I would want to keep using software that was paid for. The license agreement states the software can be installed one or more computers owned by me. The license agreement also has no 'kill date', only implies the software will continue to work as long as the license agreement is honored by the user. I have fully complied with the license agreement, TurboTax has not!!  

I did not pay for my TT account for 2024 since I did not complete filing my return. I applied for an extension on TT couple of weeks ago and it has been accepted by IRS. How can I print Form 4868(IRS extension form) from TT website without completing my tax return? Would I have to pay for one of the TT products and I will magically be able to access this form?

No problem hopefully this resolves the loop with the IRS.   Re the 2025 ES, that's probably TT defaulting to paying 100/110% of 2024 tax and you do not have to follow that if not correct, if your AGI was over 150k due to the distributions it will be 110% of 2024 but you only need to pay 90% of 2025 tax during the year so that could be a big difference.  If you go thru the interview in Other Tax Situations/Form W4 and Estimated Tax you can provide 2025 estimates and see if it gives a different answer, if you are on TT desktop there is an associated "Est Tax Options" form which has the calculations.  You can also use the same process for 2025 that you did in 2024 and pay ES when you do the conversions rather than quarterly, and then file 2210 AI method again.

@dmertz  You are correct about the entries I made on Form 1099-R.  I was expecting something from the IRA  Trustee but as you pointed out that is not a requirement and my entry on Form 1099-R handles that conversion.   I went ahead and created a 1040-X, the Form 2210 was more involved than I thought.  Anyway, when I file it there is no penalty or additional tax due.  The only change is moving the entry from line 25a to line 26.  Even TTax pops up an entry questioning my need to file the Amended Return since there are no changes.   I feel like I need to do this to keep one person at the IRS happy.  They sent me a letter of explanation and the 6 figure check.  I voided it, sent it back with a letter of explanation.  The IRS acknowledged receipt and sent me another letter of explanation of why I was getting the check and sent a new check.  I will send another letter of explanation to that person with the voided check and spell out exactly which entries were changed and why.  Given what has already transpired I do not think it will be satisfactory unless I file the Amended Return.  I believe the Amended Return is an effort worth making in order to not poke a stick at someone who does not seem to understand my explanation.   Thanks to you and @baldietax  for helping me form a plan to handle this situation.   I do have one more question.  1040ES for 2025.   The amended return has me required to file a rather large Estimate in each quarter and I'm not certain that my tax will be anymore than 75% of what TTax is telling me to file for 2025.  Do I have any choice in this matter?