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I recommend reviewing your input in the retirement income section of the program to ensure you did not accidentally mark the disaster distribution box as yes when it should have been no.   To do this, log back into your TurboTax account and follow these steps to reach the 1099-R input section. Select edit to the right of each 1099-R entry, as applicable.   Proceed through the screens and review your input to ensure it matches the amounts and codes as listed on your 1099-R form. When you reach the screen titled "was this a withdrawal due to a 2023 or 2024 Qualified Disaster," review your answer.  If you were not subject to a qualified disaster, this box should be checked no.   There is also a question that is asked about disaster distributions after you have reviewed all of your 1099-R forms.     To reach this, select continue on the screen titled "your 1099-R entries." The next page will ask you if you repaid or took any disaster distributions in 2024.  Review your answer to this question carefully.  If you did neither, you should answer no.   If this does not address your specific error, please comment back to this thread with the exact message you are receiving and when you are seeing this message and we will do our best to assist you.  

How and why is the IRS asking? Are you sure it's really the IRS? It seems unlikely that the IRS would be asking for a 1040-A or 1040-EZ seven years after those forms were eliminated. The IRS normally will only contact you by a letter in the regular mail. If you got an email, a text, or a phone call it's a scam. In another post you said that the IRS is asking for a Schedule B. Is that request in the same letter as the request for "1040A/EZ/SR"? What else are they asking for, and why? It's not clear what's going on. Is this all about your 2014 tax return or an earlier year? Did you file a tax return for the year in question, or are they asking because you did not file? If you did get a letter in the mail from the IRS, what is the notice number or letter number at the top right, starting with CP or LTR?  

It depends.   If you are using the proceeds from the HELOC to build a new home that you will reside in within 24 months and if the loan is taken out on the home that is being built, then yes, you can deduct the interest on your taxes on Schedule A if you are able to itemize your deductions.     If the loan was taken out as collateral on another home, then you would not be able to deduct the interest for the construction of the new home.   Please see IRS Publication 936  and can I deduct interest on a home equity loan or a HELOC for more details.

Sounds like you already paid a lot of Q1 ES that could have been spread out over the year, depending on your overall situation and 2024 tax.   To avoid penalty you need to pay thru the year either via withholding or "timely" (usually quarterly) estimated tax, the smaller of 100% of your 2024 tax (110% if AGI > 150k or 75k if MFS), or 90% of your 2025 tax - that's your safe harbor amount.  See lines 1-9 on Form 2210 for the calculation.   If you have large income event early in 2025 you may be better off paying estimated tax based on 2024 tax which would be a fixed amount each quarter and in this case it doesn't matter how much income you make in 2025 or when, you pay the 4 quarters ES based on prior year and the rest is due in April 2026.  If your income/tax is steady or decreasing then the prior year method is usually an overpayment, but it is also the simplest to calculate as you don't need to estimate 2025 (other than withholding if that applies).   If you filed 2024 in TT, by default it would have generated ES vouchers based on prior year and assuming your 2025 withholding is same as 2024.  Under Other Tax Situations / Form W4 and Estimated Taxes you can also provide 2025 income information for the safe harbor calculation.  There may be other tools under TT online also but I am not as familiar (Taxcaster).  Either way you don't have to use TT tools if you have a better estimate.   Back to your case, it looks like you already paid a significant amount of ES in Q1 to cover the likely entire tax due to the first Roth conversion which maybe could have been deferred to future quarters and may mean you don't need to pay much more ES depending how much is due in total and whether you are in balance by quarter.   Let's assume for example you only paid $20k tax last year then when you go thru the safe harbor calc and it's clear that paying ES based on 2024 tax is the best for you, and assume you don't have any withholding.  Then you need to pay ES for $5k per quarter.  If you paid $24k in Q1 that's actually an overpayment in Q1, all that was due in this case was $5k.  That overpayment will also carry forward to the future quarters and in this case you will always be overpaid so no further ES should be needed (overpaid $19k in Q1, overpaid $14k in Q2, overpaid 9k in Q3, overpaid $4k in Q4).  That's just for example - once you figure what method you need to use and the total ES due, you can figure out what to do and feel free to post further here if you have more specifics or questions.   The other way to pay ES is aligned with the date of the income and file Form 2210 using the Annualized Income method where you provide income/withholding etc more precisely by quarter by 3/31, 5/31, 8/31, 12/31, and show how these line up with one-off ES payments.  This is particularly useful if you have a large income event in Q4 and couldn't plan the estimated tax per quarter and need to make a large ES payment in Q4.  Without Form 2210 AI schedule the IRS will assume your total income was earned evenly thru the year (and withholding is assumed to withheld evenly also by default), and hence your single ES payment in Q4 was late as you owed a portion of it in Q1,2,3 even if you met the total by Q4.  If you hadn't done the first Roth conversion and ES payment and was planning to just do one later in the year then this method may be helpful to show the estimated tax on that paid in Q4 by 1/15/26 was related to a Q4 Roth conversion.  But it doesn't help much if you do a Roth conversion earlier in the year, because then you are better off not paying a lump sum of estimated tax in Q1, and instead spreading it out by quarter.   So that's a lot to unpack, but first figure out whether your safe harbor amount should be based on prior year or current year tax and how much ES is due in total based on that, and that will help you plan out what further ES payments are due and when (if any). Not a CPA - just my thoughts based on what you've described, hope this helps.   More info on Estimated Tax - https://www.irs.gov/faqs/estimated-tax   Form 2210 instructions - https://www.irs.gov/pub/irs-pdf/i2210.pdf

TurboTax cannot send it; you have to print it for yourself.       You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2024 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery     Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US?uid=m6gufxei     https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0 You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.  

You can do it on either job. But as KrisD15 mentioned above, it is better to enter it on the W-4 of the higher paying job.  This ensures you are having taxes withheld on your income as you earn it and potentially avoids underpaying your taxes.     The IRS does have a Tax Withholding Estimator that you can also use throughout the year to ensure you are withholding enough if you or your spouse have another change in jobs during the year.   @acdodge 

It depends.  The safe harbor rule is essentially calculated based upon your prior year tax as compared to your current year expected tax liability.     Typically, if you pay in (via estimated tax payments or withholdings) at least 90% of your current year tax or 100% of your prior year tax, you should not face any sort of underpayment penalties.  If you expect your adjusted gross income to be over $150,000, then the threshold of prior year tax goes up to 110% instead of 100%.  Your payments each quarter should be spread equally as it is assumed your income is earned equally over the year.  There is an option to annualize your income if you expect your income to go up just in the last quarter of the year.     Please see how to avoid penalties for underpayment of taxes for a more detailed explanation as well to assist.

It is still not clear whether you even used the correct form---1040X-- to amend your tax return.       Do not expect quick results from amending. It can take four months or more for the IRS to process an amended return.     You can watch for information here: https://www.irs.gov/Filing/Individuals/Amended-Returns-(Form-1040-X)/Wheres-My-Amended-Return-1  

Your impatience may cause you to have a long delay and perhaps go under review.    We cannot say which return the IRS will process or when you will receive a refund, or which refund you will receive.  Only the IRS is in control; only the IRS can give you any information.     Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.     You need your filing status, your Social Security number and the exact amount  (line 35a of your 2024 Form 1040) of your federal refund to track your Federal refund:    https://www.irs.gov/refunds       Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line. So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead. Then press 1 for "form, tax history, or payment". Then press 3 "for all other questions." Then press 2 "for all other questions." - When it asks you to enter your SSN or EIN to access your account information, don't enter anything. - After it asks twice, you will get another menu. Press 2 for personal or individual tax questions. Then press 3 for all other inquiries It should then transfer you to an agent.      

I wanted to start over my taxes on turbo tax . It wasn’t letting me do that . So I did an amend return to cancel my return which is still pending. During that process I grew impatient and I filed another return but instead I did it electronically. IRS accepted the return and I got an est time on getting that return. Everything they need for the amend return , I already did it for the electronic return . Will I be getting my electronic return instead of this amend return . I do not want. 

It depends.   If you want to use the desktop software, you would need to use the Premier version of the software.  Please see this link for more details.   If you want to use TurboTax Online, you have several options including a do it yourself option, Live Assisted support, or even having TurboTax Full Service prepare your tax return.  For more details on this option, see this link.