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You can review a summary for free. You will have to pay the TurboTax fees to see the whole return. You can preview your tax return by going to:   On the menu bar on the left that shows. Select Tax Tools On the drop-down select Tools Tip: If you don't see the dropdown for Tools, Minimize the federal and state options using the down arrow. On the popup menu Select View Tax Summary Select your state

if you missed an RMD, TurboTax will help you with filing the waiver. As you report your 1099R there'll be a series of questions asking about RMD's.     First question asks what the RMD requirement was for 12/31/2024.  You would list the amount that you were required to withdraw. Next question you will say none of the distribution was applied to the RMD. Next question asks if you took out the remaining distribution, say no. Now just continue through the screens. until you get to a screen that mentions requesting the waiver. Next screen will allow you to enter information that may reduce the penalty.  This is what the screen looks like.    

If you are unable to download the 1099-B information from your broker, you may consider reporting summary information.      Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered.    You will enter the summary info instead of each individual transaction.  Follow these steps.    Select Personal across the top of the screen. Select Personal Income across the top of the screen. Select I'll choose what I work on. Scroll down to Investment Income. Click to the right of Stocks, Mutual Funds, Bonds, Other. At the screen Let’s finish pulling in your investment income, select Add investments. At the screen Let Us Enter Your Bank and Brokerage Tax Documents, select Skip Import. At the screen OK, let’s start with one investment type, select Stocks, Bonds, Mutual Funds and select Continue. At the screen Which bank or brokerage sent you this form, enter the information.  Continue. Do these sales include any employee stock, enter No. Do you have more than three sales, enter Yes. Do these sales include any other types of investments, enter No. Did you buy every investment listed, enter Yes.  Continue. On the screen Now, choose how to enter your sales, select Sales section totals.  Select Continue. On the screen Look for your sales on your 1099-B, select Continue. At the screen Now, enter one sales total, enter the information.  Continue. Select Add another sales total as necessary.  Continue. You will mail a paper copy of the IRS form 1099-B to the IRS. @gmans3682 

If you want to make changes or add a document to a tax return that has already been filed and accepted by the taxing agency, you should follow these guidelines.    You must first wait until the initial return is completely processed. You will have to use the same TurboTax account that you used for the original tax return. Once you begin your amendment, you'll see your original return. The refund calculator will start new at $0 and only reflect the changes in the refund or tax due Only make changes to the areas of your return that need to be corrected. You have three years from the date you filed your return or two years after you paid the tax due (whichever is later) to file an amendment Select your product below and follow the instructions.  Amend TurboTax Online  Amend TurboTax CD/Download 

Thank you so much for your response, Susan.    As you explained in your answer, US citizens are required to pay self-employment tax on income from international organizations  when the income is earned within the US.   As I understand it, I would have to make estimated quarterly payments. In order to do so,  do I use form 1040-ES? Is there a way to file that form through Turbotax? I would also like to know if I use the Online payment option at IRS website, do I still need to file a form 1040-ES or I can just pay there without filing any forms? I will base my estimated payments on last year’s tax.   Thank you!

I had a similar case for tax year 2024. I have heard that remote work (with employer in another state) can trigger this. However, my situation is/was "trailing tax liability", after I moved from one state to another. This can happen when income realized in 2024 is linked to a prior year's work in another state, e.g., if your employer grants equity (RSRs, etc.) that vest after the year of the initial grant.   PLEASE NOTE that, for me, I could claim a credit in my state of residence for the full amount owed in the other state. For Illinois residents, see... 2024 IL-1040 Schedule CR Instructions   Hope this helps, John  

Yeah, that's not what I asked.  I know what it is. My state employer always does my withholding which was just fine last year, and resulted in me owing a bit (under $200). I received a 2% increase halfway through the year, no major life changes - no household changes, no new car/house... nothing. Now I am hit with a "underpayment penalty"?   I want to know how many other people have seemingly been hit with a penalty when their circumstances have not changed or changed seemingly little - especially when they are salaried employees. I am not a small business owner or self-employed. It seems if I am using the withholding calculator, and everything is steady - I should come out right in the end.  I am wanting to see if ANYONE ELSE had my experience.

you mean line 16 is higher than what you get if you calculate the tax yourself?   line 16 tax is not calculated directly by putting line 15 into tax tables, there are other intermediate schedules that may apply for your situation, and capital gains/qualified dividends are taxed separately.  In the PDF with all forms and worksheets (or in Forms mode on TT desktop) you should have any additional forms related to the tax calculation and in particular look for the "Qualified Dividends and Capital Gain Tax Worksheet" which does that calculation and determines the amount of taxable income to send thru the tax tables.