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if this is a transaction where the proceeds and tax basis are reported to the IRS (types A and D) and that is what was entered, why is the gain/loss wrong?  if the proceeds are wrong this creates a problem for you because of IRS matching, best would be to contact the broker to correct this.  if tax basis is wrong use the adjustment column and the enter an adjustment code from 8949 instructions.   if the wash sale amount is incorrect here's what the form 8949 instructions say   . If you received a Form 1099-B (or substitute statement) and the amount of nondeductible wash sale loss shown in box 1g is incorrect, enter the correct amount of the nondeductible loss as a positive number in column (g). If the amount of the nondeductible loss is less than the amount shown on Form 1099-B (or substitute statement), attach a statement explaining the difference. If no part of the loss is a nondeductible loss from a wash sale transaction, enter -0- in column     types B and E - proceeds but not tax basis reported to the IRS should be handled the same way. However, since the IRS does not get cost basis you could short cut it by changing the tax basis.    type C and F neither proceeds nor cost reported to the iRS you could just enter the correct proceeds and tax basis. 

Unsupported Calculations and Situations in the 2024 TurboTax Individual Federal Tax Software Program   Net Operating Loss: If after completing your tax return you have a negative amount on Form 1040, line 15, and you had a loss from a business activity such as those reported on Schedules C, E, F, or resulting from dispositions on Form 4797, or sustained a casualty loss, you may have a Net Operating Loss (NOL). The program does not calculate the amount of NOL to be carried back or forward to another year. To determine your NOL, if any, refer to Form 172 (not included with this program). You will probably also benefit by reviewing IRS Publication 536 for details about the NOL calculation.     https://digitalasset.intuit.com/render/content/dam/intuit/cgcs/en_us/turbotax/pdfs/150425-2024-unsupported-calcs-L1FQfTTgn.pdf  

Sorry if you used the Desktop program on your computer the only copy of your returns is on that computer and any backups you made.  Only returns done in the Online version are saved online.     You can 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

When you are out of the country on April 15th, if you use the automatic 2-month extension, you must attach a statement to your return explaining which of the two situations qualify you for the extension. Note: not all tax software provides a space for such an explanation thereby allowing e-File.   @tbernard1958 

Yeah sorry wrong wording - it’s not technically a Sch F but they do call it a “Farm Profit or Loss Schedule” and I’ve seen them filed with 1120-S’s before.  It flows through to Page 1 but without the detail.

"On the 1099-R, the company listed my distribution as a single number, RMD + Conversion which is probably the correct procedure."   I see.  You meant that the Form 1099-R does not separate out the conversions, which is as it should be.  However, when entering this Form 1099-R you must indicate that you moved the money to another retirement account, that you did a combination of rolling over, converting and cashing out, and indicate the amount converted so that the conversion appears on Part II of Form 8606 and the taxable amount from Part II is included on From 1040 line 4b.  It seems that you have done this.  If the estimated tax payments were necessary to satisfy your 2024 tax liability, it seems that there was no reason for the IRS to send the funds back to you.

As you may surmise from @VolvoGirl  's answer, programs won't transfer to your newly mandated Windows 11 computer. You will have to install any programs you want on the new computer yourself.     @JAR17 

@Elb123456   Check each line on your paycheck.  Is the gross wages the same, etc?  I would check with the employer to see if you filled out the W4 right or the employer entered it right and how to adjust it.  There is a new W4, it doesn't ask for # of dependents.  Did you fill out the old W4 or the new W4?   https://www.irs.gov/pub/irs-pdf/fw4.pdf  

You can log into your account and download it again.   You can install it on 5 computers you own.  Since you now have to log into an Intuit Account when you first install it, all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to install it again or install on another computer, even on the other operating system (Windows, Mac) you can download it again.  

@Elb123456 going into the next tax bracket would not be the issue as your income is mor than the tax, i.e. the paycheck should still go up.    Suggest using the IRS estimator tool to ensure EACH paycheck has the correct withholdings.     https://www.irs.gov/individuals/tax-withholding-estimator