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Did the IRS change your refund or tax due?  If you agree with it then you do not need to amend.   Was line  31 for a payment made with an extension?  Or for what from Schedule 3?   The amount you paid with the extension (or you put down on the extension that you would pay) shows up on 1040 Schedule 3 line 10 which goes to 1040 line 31. If you didn't pay it with the extension then you need to delete the amount.   To enter or delete the amount paid with an extension go to Federal Taxes (or Personal for Home & Business) Deductions and Credits Then scroll way down to Estimates and Other Taxes Paid Income Taxes Paid - Click the Start or Update button Next page second section Payments with Extension Either Visit All or Click Start or Update by the extension you paid  

@rogersdan164   Yes.  You can make a 1040ES estimated payment from any account in December.  I always make my 4th quarter estimated payment  (due Jan 15) in December.   And yes you have 60 days to put the tax withholding on the conversion into the ROTH to make up for it.  If you have the cash outside the IRA that is the best method.  

Thank for the prompt and detailed reply.  I have a question about option 3 - the lump sum conversion with taxes with held at the time of the conversion.  I would rather not reduce the amount of the conversion by the taxes. 1)  Can I make a lump sum payment of the taxes in December from a non-retirement account?  or - I may have misunderstood your answer - can I contribute the conversion taxes back to the Roth ?  Thanks, Dan

@ greyman1952 wrote: Interesting... I bought last years from Sam's Club, was hoping to do so again this year. Obviously, if it isn't available on disk, I may look at H&R as well... My biggest issue is on-line filing both State & Federal Are you asking about this year for a 2024 return?  Starting for 2024 returns they do not sell the CD but you can still buy the download.  The download is the same as the CD, it's just the way you install it.   Although,  You can buy an install CD for 2024 for $10 after you buy the download and a License Code https://turbotax.intuit.com/lp/ttd/4021   You can still efile both federal and state  using the Desktop program.      

It is interesting to note that, according to https://famli.colorado.gov/news-article/[product key removed]ants-need-to-know-about-form-1099-g , the referenced RR 25-04 guidance "does not apply to the current tax season for reporting 2024 income."   Does anyone have any advice on how to handle federal taxation issues wrt to FAMLI benefits received in 2024?

Interesting... I bought last years from Sam's Club, was hoping to do so again this year. Obviously, if it isn't available on disk, I may look at H&R as well... My biggest issue is on-line filing both State & Federal

OK For those of you who do not hate Microsoft and who do not loathe Windows 11. I Had bought a Geekom micro computer with Windows 11 on it for less than $200 and immediately down graded it to Windows 10. I have been using it for my Music Stack.  With Turbo Tax dropping support for Windows 10 and after looking for alternatives, even in Open Source, I reconciled myself to seeing if it could still be upgraded back to Windows 11 and I succeeded. There are many micro computers out there and if you do decide to go with Windows 11, this might be a possible course of action for you. You can remove a lot of the Microsoft garbage (though I don't know if Turbo Tax is going to requirement to re-enable them for Tax season. But, *IF* you want to, then download the ISO using the Media Creation Tool from Microsoft and use Rufus to create your bootable USB drive to install. Rufus includes the ability to disable a lot of the stuff Microsoft forces on us.

Yes, that would work.   If you have a lump sum income (conversion) in December, the IRS is going to want to see quarterly estimated tax payments that were due April 15, June 15, Sept 15, and Jan 16, 2026.  You already missed the first two payments.  You can make estimated payments in Sept and January, and then include the penalty form 2210 with schedule AI with your tax return to show the IRS that even though you did not make payments over the whole year, your payments were appropriate for your income in each quarter.   Because withholding is assumed to be evenly spread out over the whole year, even if it is not, you could increase your W-2 withholding to cover the tax, by having enough extra taken out over the last 4 months to cover the conversion taxes.   A third option is to have taxes withheld from the conversion.  Suppose you convert $20,000 and have $5000 withheld.  That will satisfy the IRS because both income and withholding are assumed to be spread out over the whole year.  Then, you can send the Roth IRA a check for the $5000, and tell them it is also a conversion/rollover.  They don't need to know or care that this is part of the same conversion.  You must send the make-up check within 60 days, and you can only use this method once per year.  But if you have the cash available to make estimated payments, this is an alternative way of getting your taxes received by the IRS in a way that avoids the penalty calculation.   Finally, if you converted in the beginning of the year (Jan-March), the IRS will want to see 4 equal payments of 1/4 each on those same dates, April, June, Sept and Jan.   That would allow you to invest the tax money in the mean time.

Get Form 4868 in fillable PDF from IRS.gov and fill it out a second time. IRS doesn't give receipt for Form 4868.   You don't need it unless your state is asking you to include it with your post-Tax Day state return.

>> just trying to force users into their online version to have and or sell your data.  THIS, right here. Last year, they stopped producing physical media (CD) and went to mandatory downloads.  Now they're eliminating the expense of even making patches and forms updates available to download.  With online, just one copy of the code to update.  I think TT is dead to me. Back to H&R Block, for this puppy. 

IRS usually (always?) grants waiver of  the entire penalty if you took timely action to resolve the issue, i.e. took the missed 2023 RMD in 2024, and state this on your explanation statement. Expect 1040-X to take 10 months or longer for processing.   All this is pre-Trump controi of IRS.   @LynK 

Most applications are backward compatible on new releases, Microsoft wouldn't want all software to stop working on a new release.  The TT must have started using some low level functions  (very close to the operating system level) to require V11.  I doubt they really needed to do this or if they really did, just trying to force users into their online version to have and or sell your data.