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Thank you - this is helpful!  Here’s a collection w up question. Can I ask for a waiver of any penalty I may gave due to the unexpected windfall I received (VSIP/retirement incentive) and my lump sum unused annual leave payout (which covered pay periods extending into 2026 but all paid out in October 2025?  (There is an option to fill in the explanation for a penalty waiver request in TurboTax). Note that I I made quarterly estimated payments throughout 2026 but could not have anticipated the federal employment retirement push that occurred in 2025 when the year began. I retired on September 30, 2025.  thank you!

@user17692003622 wrote: Do you really think this is a smart thing to be doing right now?? Does it matter? It's already a done deal and, AGAIN, "Intuit" doesn't read the posts on this board; you're complaining to the wind.

The income from the IRA should be apportioned to where the income was received.   If you received equal monthly payments, then you would allocate 8 payments to Utah and 4 payments to California.   If you received a single lump sum payment, you should allocate that income to the state you were living in at the time of the payment.   Or in other words, any payments you received at any time would be allocated on the income tax for the state you were living in at the time of payment.

@mark_van wrote: Not selling Turbo Tax software to Windows 10 users does NOT earn profits for shareholders... It does if they don't have to dedicate resources to not supporting Windows 10 and/or they can get at least a certain percentage of desktop users to switch to online. I'm sure they have a formula for that and had it figured out well in advance of the decision.

The TurboTax Free online edition is for very simple tax returns that do not require any other form or schedule other than the Form 1040.  If your tax data requires entry on any other form or schedule then you must upgrade to the Deluxe edition or higher.   Go to this TurboTax website for the Free online edition - https://turbotax.intuit.com/personal-taxes/online/free-edition.jsp   Please Note - TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible. If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price. Situations covered (assuming no added tax complexity): W-2 income Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B IRS standard deduction Earned Income Tax Credit (EITC) Child Tax Credit (CTC) Student loan interest deduction Situations not covered: Itemized deductions claimed on Schedule A Unemployment income reported on a 1099-G Business or 1099-NEC income Stock sales (including crypto investments) Rental property income Credits, deductions and income reported on other forms or schedules