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@juham2013 , I humbly disagree -- I cannot offer any solutions without understanding the whole scenario , including the  treaty you refer to.  My apologies  for my inability.   As I see it , you have a copy of your filed/accepted return and/or  get a transcript from the IRS --- for  the purpose quoted..

The simplest way to amend is by hand. You must have a copy of the original tax return you want to update (or a transcript).   Prepare your correct tax return (using TurboTax for example, or other means*) and print it. Then lay the paper printouts of both returns (correct and original) side-by-side. You now have all the information needed to prepare Form 1040-X by hand. It's pretty straight-forward. The blank form in fillable PDF format and its instructions are available at www.irs.gov. Refer to the Instructions for what is to be attached to Form 1040-X. That is - only forms that are new or changed due to your amendment. You must find these by visual inspection, TurboTax won't break them out for you even when it is working. Do not include your old 1040 nor your revised 1040 because the Form 1040-X reflects any changes there and becomes your new tax return. Mail to the address shown in the Instructions. -- * There are other tax prep sites on the internet that will do your return again (federal) for no charge.   @Ashley-unger84 

For federal tax it could be anywhere between 0% and 22%, depending on your income, filing status (married, single, head of household) and dependents.  Your situation is unique to you and we can't guess.  This IRS calculator may help. https://www.irs.gov/individuals/tax-withholding-estimator   Note that if you usually qualify for EIC, this will disqualify you.   State taxes can be anywhere from 3%-10%, depending on what state you live in, and your filing status and dependents.  

When you run thru the AI method under Other Tax Situations / Underpayment Penalty you will need to provide the AGI (Form 1040 line 11), withholding, qualified dividends and long term cap gains cumulatively per quarter for 3/31, 5/31, 8/31 (12/31 being your full return) which line up with the ES deadlines (note the uneven quarters (3,2,3,4 months) when you use AI method, whereas by default for penalty/ES calculations everything is just divided evenly by 4).  You will need to do that calculation for these 3 dates offline yourself and input into TT, and there isn't much way around that (from what I know of TT desktop premier version - I assume home & business is same).  You also need to take into account any adjustments correctly in the AGI so the annualization process doesn't inflate those above the limit e.g. on Form 1040 line 10 if you have a full-year HSA deduction of 4150 you can't deduct 4150 from your Q1 AGI or it will annualize to a 16600 annualized deduction.  You may also need to do the same process for your state return, and they may have different dates e.g. VA asks for 3/31, 4/30, 8/31, 12/31 treating Q2 as only 1 month for some reason.   Bottom line - you need to calculate Form 1040 lines 1-11 yourself for these 3 dates and similar for state.  This all can be a bit of work to calculate depending how complex your situation is, and whether it's worth the time doing that depends how much penalty you are trying to eliminate.   If you have a large unplanned income event later in the year e.g. Roth conversion or large cap gain event and pay a one-off ES then the AI method can help justify the uneven income and ES payments to reduce and hopefully eliminate a penalty; this can be a worthwhile process to eliminate a large penalty that would be determined otherwise.   If the income events happen earlier or thru the year then AI method may not help that much and you may just be better off paying quarterly ES even if it incurs some penalty for Q1 etc as you can defer paying some tax til later in the year or final filing (and earn interest in the meantime).  Paying ES based on prior year tax also guarantees fixed even ES payments regardless of your current year income and timing, tho in some cases can be an overpayment of ES if you are required to pay 110% of last year due to high AGI but only need to pay 90% of this year if that is smaller.  It all depends your situation, what your safe harbor calculation for prior year and current year is (see Form 2210 lines 1-9), how uneven is the income and how much penalty you are trying to solve for.   Not a CPA just my 2 cents, hope this helps.

as you can see the % on the income/expense page is blanked out for depreciation. If you enter 100% of the cost and 50% business use on the asset page the depreciation will be correct. however, there is not enough information to determine if a partnership return should be filed rather than direct entry on schedule E.

contact support since this sounds like a bug  5am-5pm Pacific Time (8-8 Eastern) Monday - Friday https://support.turbotax.intuit.com/contact 800-446-8848 however, you can try this first. 1)delete her info worksheet 2) save return 3) reopen return and renter her info.     it is proper to enter a taxpayer's SSN/ITN in the federal worksheet. that should carry to the state return.    

Whatever dollar amount that you convert that is more than your contribution is taxable income when you do the conversion.  It doesn't matter if the increase was from investment gain, bank interest, or this incentive.   Very simple, no extra paperwork.  Report the conversion from the 1099-R per the usual methods.   If you have to hold the money longer to qualify for the match, that's a separate problem.  But the conversion itself is no different than any other conversion where you have some interest or investment gains. 

@mytwosonst-d   And.....When you log into your account you should also see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc. What does it say?   Are you asking about your 2024 return for this year or your 2023 return you did in 2024?  You can still efile 2024 until Oct 15.  

if broker gives you a premium as a deposit into your IRA, it does not add any complication to your tax return. The issue is if you don't meet the requirements and they want the money back after it has  gone into your Roth IRA. That is a potential IRS penalty situation.   @VAer