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You can change the amount of refund applied to another year or other payments by going to Deductions & Credits, Other Income Taxes. Locate the item under Other Income Taxes for the change you want to make. There are line items you can change for payments with extension, refunds applied, and other payments.   It happens sometimes, when a taxpayer designates a refund to be applied to the following year, that the entire amount doesn't come over to the next year - either because the IRS made a change to the return, or the IRS or another government agency took part of the refund to pay another debt, or the taxpayer amends the return. It's often safer to cover your estimated taxes either by withholding or quarterly estimated payments.   Please see this help article for more information about applying your refund to next year's taxes.  

I found it. I had to enter that the business started operating in 2024 (not when it registered in 2023). Then the option for start up costs appeared with the explanation the pertained to my situation to enter the start up costs from any time before the business began "trade". 

Now I think everything looks good ; I didn't do Step 2 of the guide.   But now,  got one more question. 1040 line 4b shows "ROLLOVER" (right next to a small amount from daily interests), would this be ok even though it's a conversion, not a rollover?

I FIGURED IT OUT!!!!   I put $0 in the Federal Withholding!! It should be left BLANK If there is even a $0 in the Federal Withholding, it will REQUIRE an EIN!! No SSN allowed! So putting a $0 figure will trigger that requirement! Even though we know $0 means- none is withheld!   Please mark this for others, I think that will fix it!! Thank you again!

Is any of your income subject to other taxes such as self-employment tax?    If you'd like, we can look at your return and see exactly what you see and explain how the tax is being calculated. The return will be scrubbed and won't include any of your personal details.   If you're using TurboTax Online: Once you're logged in to your account and have your amended return open, - on the left hand panel, click on Tax Tools and then choose Tools - on the pop up window, select Share my file with Agent - you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information. - click okay and you'll get another message with a token   If you're using TurboTax Desktop: Click on Online in the top menu of TurboTax Desktop for Windows Select 'Send Tax File to Agent' Write down or send an image of your token number and state then place in this issue. We can then review your exact scenario for a solution   Please reply to this message with your token so that we can further assist you. Let us know all other states that are included on the return.

No, it is not required; you can use the federal EIN.   You need a FEIN, CA Corp no. or CA SOS file no.    I selected FEIN on the form without error.    There is a note highlighted on Form 592B that states the form should be disregarded if the information was already entered on the federal return.    But if you enter the withholding on the federal return, it automatically transfers to the CA return and no Form 592B is necessary.     592B with instructions  

It depends- in many yes, retirement income through an employer plan is deferred compensation meaning you worked for it but it is not taxed until after you retire.  Traditional IRAs are also tax deferred- you get a reduction in income when you contribute it to the plan, then pay the taxes on it later when you retire and take the money out.  Roth IRAs and Roth 401ks are not taxed deferred, so you do not pay tax on the distributions if you are qualified.