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@panr605  wrote:  "i cannot find my redund i cannot see my refunbd i file woith turbotax"   Or are you trying to say that when you log in to Online TurboTax,  you can't find the tax return that you prepared?

I don’t know how the penalty part works on an amended return.   Someone else will have to post about that.   No you don’t need to attach the original 1040 when you amend.   Did you mail the original return and get the first refund?  Mailed returns take a long time to process.   Was it for the amount on line 35a or did the IRS adjust it for the penalty.   It’s common for the IRS to reduce or increase the penalty.  So don’t amend until you get the first refund and see what the IRS did with the penalty.   You can try going through the penalty section to reduce it.  If Turbo Tax calculates a penalty on 1040 line 38…..You might be able to eliminate it or at least reduce it.  You can go to Federal Taxes tab or Personal tab, under Other Tax Situations and select Start by the Underpayment Penalties. You will answer a series of questions that may reduce or eliminate the penalty. Or you can elect to have the IRS figure the penalty for you.  It's form 2210.   It's under Federal or Personal (for Home & Business Desktop) Other Tax Situations Additional Tax Payments Underpayment Penalties - Click the Start or update button

Did you e-file your tax return and was it accepted? Only the IRS and your State control when and if a Federal or State tax refund is Approved and Issued.   You complete your tax return by finishing all 3 Steps in the File section. In Step 3, to e-file your tax return, you must click on the large button labeled "Transmit my returns now".   After completing the File section and e-filing your tax return you will receive two emails from TurboTax. The first email when your tax return was transmitted and the second email when the tax return has either been accepted or rejected.   Note - Once a tax return has been Accepted by the IRS or a State, TurboTax receives no further information concerning the tax return or the status of any tax refund.  Only the taxpayer listed on the tax return can obtain the status of a tax refund or a tax return.   To check the status of an e-filed return, open up your desktop product or log into your TurboTax Online Account. You can find your status within the TurboTax product. If accepted by the IRS use the federal tax refund website to check the refund status - https://www.irs.gov/refunds If accepted by the state use this TurboTax support FAQ to check the state tax refund status - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/track-state-refund/L3jgO8PGs_...   After the tax return has been Accepted by the IRS (meaning only that they received the return) it will be in the Processing mode until the tax refund has been Approved and then an Issue Date will be available on the IRS website.

seems like somehow Turbotax used a different amount I " want refunded " to me than the amount i overpaid. Not sure what triggered that?   Line 34 is correct in the original BUT line 35a is a lower amount and now that higher amount is correct

See this TurboTax support FAQ for changing from mail to e-file - https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/change-mail-e-file-turbotax-online/L0zDlGPhq_US_en_US?uid=meg7h9f6

Did you start the amended return with the original return?   Maybe you made some changes before you did the amended return.   Try starting over.   Delete the amended return and put your return back to the way it was when you filed.    Cancel or undo Amended return in the Desktop program https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/cancel-undo-amended-return-turbotax-cd-download/L7glUWakU_US_en_US   Or just start over again by opening the original .tax2024 file.  You should have saved it and made a copy before you amended so in case you needed to go back.     

See this TurboTax support FAQ for how to view your TurboTax account fees when using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-account-billing/review-fees-turbotax-online/L1XnIzgzg_US_en_US?uid=meg7bgcd   See this TurboTax support FAQ for how to remove Max Benefits - https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/remove-max/L4Lfp46xI_US_en_US?uid=meg7d308

You'll report your business income and expenses on a Schedule C (Form 1040), which is filed with your personal income tax return (Form 1040). Each of you will complete a Schedule C for your own business.

Thank you.  I will give that a try.    Regarding my last question, our RMDs and the rollover to Roth distributions were included on a single 1099 from Schwab; so the rollover was picked up in taxable income.  So we just need to file the 8606 which I believe I can do by just filing it with a 1040-X.

You will still get the refund from the first original return or still need to pay the first tax due.  In fact you should not even amend until the first return has fully processed and you get the first refund or your tax due payment has cleared.     Then the amended 1040X return is only for the difference you get back or owe.  I think the cover sheet shows what the original return WOULD have been if you did it right the first time.  Ignore the new 1040 that might print out.   Go by the actual 1040X.  Line 18 should be your original refund amount and line 22 should be your additional refund.  If you paid on your original return it will be on line 16.  If there is an amount owed with the amendment, it will be on line 20.