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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.  

the problem you may face is installing W11 on a PC that doesn't meet the minimum system requirements.  Some apps wiil check the OS before installing, in addtion, Turbotax could include code to check on the CPU and TPM. - info contained in the registry.      if you get Turbotax 2025 desktop to install on w10 let us know how you did it. 

Agree with you 100%. That said, the upcharge for migrating to the online pricing model for desktop Win 10 would still cost far less than the cost of purchasing a new Win 11 compatible PC for those of us running PCs that cannot accept Win 11 -- or without taking on additional risk to attempt any complex technical workarounds that are way beyond our capability in order to install Win 11 and run TT for Win 11 on our existing machines.    

if the $10K is on the 5329 is a penalty. not an income tax payment probably 10% of the missed RMD. you took the 2023 RMD distribution in 2024 during the correction period, so you should report it on your 2024 tax return. The RMD is considered a distribution from the previous year, so it should be reported in the year it was taken. This is important to ensure that you are accurately reflecting your income and any applicable penalties or interest on the RMD.   the IRS can waive the entire penalty but that requires a statement as to the reasonable cause for the failure and only the amount of penalty you are not waiving would be on the 5329. It's probably best at this point to consult with a tax pro. 

The CD loadable desktop version is already expensive enough. Decidedly so for those of us fully retired on fixed incomes. I have no doubt that unless they've added software specific to check the version of Windows that the 64 bit version of Turbo Tax will run equally well on both Win 10 and Win 11 machines. But, lack of support is the issue. You have a Tax problem using it on a Win 10 machine and then it's hands off, you are on your own. They could provide recommended AV information. Like Malwarebytes and one additional AV app. And, premium pricing should you need support having used a Win 10 machine.

@reza_mr29 ,  (a) what is your tax/immigration status now  and in 2023 ?  US person ( citizen/GreenCard/Resident for tax purposes )?  I ask because from your post it sounds like you were a NRA during 2023  and  also unsure of 2024  status. (b) Did you have income during 2023 calendar year ?  What kind of income ? (c) Did you have a tax ID for the year 2023? (d) Which country are you from ( in case there is a tax treaty consideration )? (e) How / which forms did you file for 2024?   As you can see from the questions above, we have very little information ( in your post ) help you .  Please answer my questions.   I will circle back once I hear from you --yes ?  

Yes, Windows 11 will need updates, too. And, Windows 11 machines will be actively receiving them. After October Windows 10 machines will no longer be getting security updates, hence Intuit's panic. Not everyone that uses Intuit's software can be trusted to use adequate additional aids to protect their data. Can you imagine the outcry and damage to Intuit's reputation if half their customer base starts crying about getting their tax information hacked?

Another option for Intuit: If the issue is really the profit earned on an online version vs desktop version, increase the revenue stream (pricing model) of the desktop Win 10 version to equate to the revenue stream (pricing model) of the desktop version and do so for both Win 10 and Win 11. The impact of the marginal price increase for desktop users would pale in comparison to the impact both financial and otherwise from being "forced" by Intuit to purchase a Win 11 compatible machine and effect the transition.

@3ddoran considering government agencies, hospitals, schools and even megacorporations have been hacked, all probably using security measures greater that what yours provide, there's no guarantee you won't be hacked. but then again hackers may switch their focus from W10 to W11 and W11 is not a finished operating system. It may be more secure, but it is not hackproof.