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It depends. Form 1040‑X only shows changes to your tax liability, not changes to penalties TurboTax originally calculated but now removes. Here is a specific way to prepare your amendment.   Fix Form 2210. In TurboTax, go back to Other Tax Situations > Underpayment Penalties. Walk through the interview for the "Annualized Income Installment Method." This will generate a new Form 2210 showing that your Roth conversion happened late in the year (Q4) and that your withholding/payments were sufficient based on that timing. Check "Forms Mode" (Desktop) or "Preview" (Online). Look at your Form 1040-X. Even if the tax lines (1–11) show no change, look at the Explanation of Changes (Part III).  Step 3: Manually Explain. In the "Explain why you are amending" box, you must be explicit. Use language like: "Amending to request a refund of the underpayment penalty paid with the original return. Form 2210 has been updated using the Annualized Income Installment Method to reflect that the Roth conversion occurred in the 4th quarter, eliminating the penalty." If TurboTax still refuses to show a refund amount on Line 21 of the 1040-X, the IRS occasionally prefers Form 843 (Claim for Refund and Request for Abatement) for penalty-only recoveries. Here is a link to download form 843 to download and mail in. This is a stand-alone form that does not need an ameneded return to be attached to it.   Most people just mail the 1040-X with the updated Form 2210 and their explanation. The IRS will review everything and notice if there’s been a penalty overpayment and refund the amount of the overpayment even if this isn't reflected on the 1040X.    

In TurboTax Online, enter an IRS form 8283 for a charitable contributions for less than $5,000 in physical non-cash goods.  Follow these steps:    Down the left side of the screen, click on Federal. Down the left side of the screen click on Deductions & credits. Scroll down to Donations to Charity, click Start/Edit/Add to the right. At the screen Your charities and donations, select Add another charity. At the screen Let's enter your charities one at a time, add the charity name and select Items and stock. At the screen Tell us about your donated items or stock, enter the information. Depending upon the nature of the contribution, there may be other questions to answer. The software generates the form when the form is needed to report a charitable contribution.   See this TurboTax Help.    

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.   To fix this you need to allow TurboTax to securely retrieve your data through your browser settings: Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL. Find Local Network Access in the dropdown menu. Toggle the switch to ON. Refresh the page and attempt your import again. If permissions aren't the issue, one of the following factors may be at play: Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements. Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back. Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser. Helpful TurboTax Articles: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax? @ModestMouse @user17710127242 

@hwaltzer wrote: I was able to connect with Merrill Lynch and the program said my information was imported but nothing shows up in Turbo Tax  Your statements (1099s) may not be ready for import into TurboTax (despite the fact that they are available for viewing and download).

No. Your BENEFEDS payments are not included in your Form 1099-R.   Because you paid BENEFEDS directly while waiting for your annuity to be finalized, those payments happened completely outside of the OPM system. Therefore, OPM has no record of that money.   To gain an accurate picture of what you paid for the year, you will need three different sources: Your final 2024 paystubs Your BENEFEDS Account Your OPM Annuity Statement   Note: Your premium payments may be deductible. However, you must itemize deductions and your total medical expenses must exceed 7.5% of your Adjusted Gross Income (AGI).   If you are a retired public safety officer, there is a special provision to exclude up to $3,000 of health care premiums. In order to claim this credit, however, you will need to enter it manually because it is not included in your Form 1099-R. To claim that credit, you will answer the prompts when completing your Form 1099-R information.

If your interest was not from U.S. obligations, you might have answered a question incorrectly in the state section of TurboTax about the interest being tax-exempt. You should check your input.  You can do this easily using the directions listed below.   To correct this, review your 1099-INT entries in TurboTax. Make sure only the interest exempt from state tax was listed in the designated special interest box, often Box 3. Otherwise, it should be in Box 1.   To get to these screens in TurboTax to check your entries: Click on Search at the top right of your TurboTax screen. Type 1099-INT in the search box  Click on the link Jump to Form 1099-INT This will take you to your Form 1099-INT input screen. You can review your entries to make sure they are correct. If you believe your Form 1099-INT is incorrect, you can contact the financial institution that issued it to  get a corrected one.   Click here for information on entering a Form 1099-INT.   Please return to Community if you have any additional information or questions and we would be happy to help.