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If you are saying that the refund you will receive for your 2024 return, you want the IRS to keep it an apply to your 2025 return, then you can do it either way, but if you wait until the amended return is processed and file the extension, you would already have the amount sitting in your account when you paper file.     If you owe MORE than what your credit will be, be sure that you still pay whatever additional amount you would still owe by the April 15th deadline.  The extension is an extension of the time to file, not time to pay. 

The fixes in this thread relate to a different problem than you are having. Most of us connect and then TT tells us it downloaded our data but then nothing was entered into TT. You problem seems to be that TT cannot find your LPL account. Maybe double check that you are entering the correct account code and that there is not an extra space at the beginning or end of the code you enter? Also check that there is not more than one LPL company listed in the TT dropdown and that you are selecting the correct one?? I would also suggest calling LPL as well to confirm your account code etc and to see if they have heard of this problem before.

To enter your Form SSA-1099 in TurboTax Online, go to the Wages & Income section under Federal Taxes. Then, scroll down to Retirement Plans and Social Security, and select Start or Update next to Social Security (SSA-1099, RRB-1099). Answer "Yes" when asked if you received Social Security or Railroad Retirement benefits. Check the box for Social Security benefits and enter the amounts exactly as shown on your SSA-1099 form. TurboTax will calculate how much of your Social Security benefits, if any, are taxable.

Take a look at that section of your return and you can see if you should consider estimated payments. As you step through the screens answer any questions. Follow the steps in the link below. How do I print estimated tax vouchers? - Steps printed below for convenience. Open or continue your return. Navigate to the 1040-ES section: TurboTax Online/Mobile: Go to the 1040-ES screen under Other Tax Situations. TurboTax Desktop: Search for 1040-es and select the Jump to link or, Go to Federal Taxes. Go to Other Tax Situations. Under Other Tax Forms, select Start or Update next to Form W-4 and estimated taxes Once completed review your federal return again and the message should be gone. Please update here if you need further assistance and we will help.   Generally, you can avoid the penalty if your total timely estimated payments and withholdings are greater than or equal to the lesser of: 90% of the total tax after credits for the current year, or 100% of the total tax after credits in the prior year See one exception below. You can also avoid the penalty if the amount you owe is less than $1,000 as long as any estimated tax payments you made are timely.   Note: High-income taxpayers. If your adjusted gross income (line 11 of your 2025 Form 1040) is greater than $150,000 (or $75,000 if you're married and file a separate return from your spouse), you can avoid a penalty by paying at least 110% of your total tax from the prior year.

If deleting the form doesn't fix the issue you may need to clear the return entirely, provided you haven't paid or filed yet.  To do this: Go to Tax Tools. Choose Clear & Start Over option to remove all information and begin again without the damaged farm entry. Refer to the link below for instructions on how to clear and start over. Choose whether you are using the Online or Desktop version.  How do I clear and start over? If after doing this you are still unable to bypass this issue, you may need to file by mail.  

Were you able to get past this?   You can try these things:   Log Out Completely: Before doing anything else, click Sign Out in the TurboTax menu. Clear Cache and Cookies: This removes old, "corrupted" data that might be confusing the website. Use an Incognito (Private) Window: This is the most effective "quick fix" because it launches the browser without any saved history or extensions (like AdBlockers) that often interfere with tax forms. Check Pop-up Blockers: TurboTax often opens forms (like the 1099 PDF) or payment windows in a separate pop-up. Look at the right side of your address bar for a small icon with a "red X"—click it and select "Always allow pop-ups from Intuit." Restart the Browser: Close all open windows of your browser entirely and then reopen it.   Most TurboTax errors happen because the browser is trying to use an old "session" from a previous visit. By clearing the cache or using Incognito mode, you force the browser to establish a brand-new, secure connection with the Intuit servers.