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@bteschel the payment was due by January 15,     You can use  form 2210 to reduce the penalty.   https://www.irs.gov/pub/irs-pdf/f2210.pdf   Here's why: Unless you use that form, the IRS assumes your income was the same each month of the year and the tax was due quarterly based on that smooth income.  However, your income was probably "lumpy" since you completed a Roth conversion late in the year.   Form 2210 will adjust for that.  It won't eliminate the penalty but it will reflect that the penalty should only be for the 4th quarter.  

Hi, I have the same issue as you where I try to amend the 2024 return online and it redirects me to the 2025 return when trying to finalize the amended return. I assume it's a TT bug where they have not considered the case that somebody started the 2025 return when amending the 2025 return. I would like to find out how you amended the return using the desktop version? I tried that and am facing these issues: 1. When I select 'amend return' in the desktop version, I don't see a way to import my tax file and have to start with an empty slate. 2. When I import my tax file, I don't see a way to amend the return.  Perhaps I'm missing something. Any guidance greatly appreciated.

Also be aware that this is a public Internet forum.  I realize you said it was inactive, but you should not post personal info in this community forum.  You can remove it by editing your question above.  To do that, click the tiny blue 3-dot icon just to the right of your question title.  

You can go to your settings in your Intuit Account and  can change the email address (using the steps below.)    While there, try to go ahead and verify it. Log into Online TurboTax, and in the left menu column scroll way down to Intuit Account. Then once in the account choose tab Sign In & Security. You can change the notifications email address, if desired.  If you do, also try to verify it while you are in the account settings.  Then maybe they won't try to send you a code again when efiling.

If you used Online TurboTax for both 2024 and 2025, here's how to look for multiple accounts.   You can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method: Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

First, check your email's spam/junk folder to see if the code is ending up there.   If that's not the problem, you can go to your settings in your Intuit Account and may be able to verify your email address there if it's not verified.  Or you can change the email address if desired (using the steps below.)     Here's how: In the left menu column scroll way down to Intuit Account. Then once in the account choose tab Sign In & Security. See if your email address has a tiny link beside it that says "not verified".  If so, click that to verify. Perhaps once you verify it there in the account settings, it won't ask you to verify it again when you are efiling. Or you can change the notifications email address, if desired.  If you do, also verify it while you are in the account settings. If after all that, you still can't resolve your issue, here's how to reach TurboTax Support 5AM-9PM Pacific, 7 days/week.   FAQ: What is the TurboTax phone number? https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632   If you use Free Edition and don't have phone support, another way to reach them if you have social media is to direct message a Support agent: https://x.com/TeamTurboTax or https://www.facebook.com/turbotax

By "won't download", I suspect you mean it won't "install."   You should be able to get the installation file, but 2025 desktop TurboTax requires Windows 11--it will not install on Windows 10.   You have a couple of options.   I presume this is personal tax software, not the dedicated business version.   You can get a refund for the 2025 desktop software (we can tell you the online form to use,) or you can use your purchase to transition to Online TurboTax Premium Edition to prepare and file one Federal return and one state return for no additional fee.   The filing must be completed by April 16, or the offer expires.   After first reading the FAQ below, if you want to do that, then here's how to do it.    Start installing the desktop software on your Windows 10 computer.   You will get a screen that says it cannot install due to Windows 10, and will ask you if you want to move to Online TurboTax.    If you want that, you must use the offer from that screen.   Follow all the directions.   It will have you log into your Online TurboTax account (or establish one), then you will enter your license activation code.   Be aware that unlike the desktop software, Online TurboTax has no Forms Mode, and the online version can only prepare 1 Federal return per online account per year.  Any additional Federal return would require a separate account and separate fee.   FAQ:  TurboTax Desktop to Online Offer Terms (Tax Year 2025)  https://ttlc.intuit.com/turbotax-support/en-us/help-article/marketing/ty25-ttd-direct-offer/L0aUgksJd_US_en_US

@roybjornson6 wrote:  Why are you asking me for a w2 when I am retired? Not needed?   If you were not an employee and don't have wage income and a W-2, then just skip that income topic.   Or are you trying to enter a different kind of income by mistake in the W-2 section instead of using the correct topic?   What type of income are you trying to report--i.e., what form is your income on, such as a 1099-R, SSA-1099, or what?    Then we can tell you how to get to the right topic.

When you say "How can I get software like the 2024 version", does that mean you want to purchase 2025 desktop software?   This answer assumes you want 2025 software (not 2024).   Are you wanting to purchase the 2025 desktop software to install on your computer?   If you want to purchase it directly from TurboTax, here's the page.  If you use a PC, be aware 2025 desktop TurboTax requires Windows 11; it will not install on Windows 10.  Mac version requires macOS Sonoma 14   https://turbotax.intuit.com/personal-taxes/cd-download/   Once you've bought your product license, here's how to retrieve the program and activate it:   FAQ:  How do I get started with Desktop TurboTax? https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US