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If you are asking if you can correct your tax amounts withheld in TurboTax, it depends on where you are in the process. If you have not already filed your tax return, you can go back and edit your document entries for your Form(s) W-2 or 1099-R (the primary forms that you would have that show your tax withholdings) and edit the amount of withholdings you had.   You can also clear and start over if you have not yet filed your tax return and the errors are extensive. See: How do I clear and start over? This process will delete all of the information you have already entered.   If you have already filed your tax return, you will have to wait until it is fully processed and you have received your refund, and then you will have to amend your tax return using Form 1040-X. You can do this in your TurboTax program. See: How to File an Amended Tax Return with the IRS You will be able to track your amended return using this link:  Where's My Amended Return?    To edit your W-2 and 1099-R entries to correct your withholding amounts, you can use the steps listed below.   To check your W-2 entries or to go back and re-enter your Form W-2 information, you can get to these screens in TurboTax as follows:    Click on "Search" in the top right of your TurboTax screen. Type "W-2" in the search bar. Click on the link "Jump to W-2" Your screen will show your W-2 Summary. Click on Review next to your form(s) W-2 to edit them Your screen will say OK, let's update the info we have for you and your employer. Click on Continue. Your screen will say Let's review the rest. In Box 2 (and Box 17 if you had state withholdings) correct your amount. Continue through the screens and answer all follow-up questions   If you have any Forms 1099-R that had withholdings on them you can edit them as follows:    Click on "Search" in the top right of your TurboTax screen. Type "1099-R" in the search bar. Click on the link "Jump to 1099-R" Your screen will say Review Your 1099-R Summary. Click on the pencil icon next to your Form(s) 1099-R to edit them. And Continue. Your screen will say Who gave you a 1099-R? Select the appropriate box and Continue. Your screen will say, Now, let's review your 1099-R provider's info. Review and Continue Your screen will say Enter your 1099-R details from XXXX. Box 4 Correct your withholding. Box 14 if you had state withholdings) correct your withholding amount. Continue through the screens and answer all follow-up questions.   Click here for How do I manually enter my W-2?   Click here for Where do I enter my 1099-R? If you have additional information or questions regarding this, please return to Community and we would be glad to help.

@RalphVT wrote: TirboTax won't run on Windows 10, and windows 11 àwill not run on my PC. Isn't that somewhat of a short-term solution? You're good for this year in terms of switching to H&R Block or TaxAct but what about the 2026 tax year? If the other two developers stop supporting Windows 10 for 2026, you're going to be out of options.

The license code is a 16-character combination of letters and numbers (XXXX-XXXX-XXXX-XXXX).  It should be within the package if purchased in-store.     See the following TurboTax help article to help you find your code depending on where you purchased your software:   How do I find my license code for TurboTax Desktop?

Is the Roth contribution for you or for a beneficiary?  If for a beneficiary, you don't want to enter the rollover in your return, or it will be taxable.  The beneficiary can report the Roth contribution in their return (if they are required to file).    However, since it is a non-taxable rollover, the IRS does not require reporting in a tax return.  Keep Form 5498 as documentation of the rollover.  Here's more info from IRS Pub. 970.   @WI_Filer     

I understand that the advice you received last year contradicts what I am saying. You will note that Patricia's answer has been removed from this thread, so as not to create future confusion concerning Form 7217.  The IRS instructions  state  who must file this form, and how to file it. "It is to be attached to your tax return for the year in which you received the distributed property subject to section 732." There is no IRS guidance stating that you can mail Form 7217 separately.  Since TurboTax does not support this form, and there is no mechanism in TurboTax for you to attach this form, your only recourse is to paper file your return and attach the required form.

It looks like after MANY years using TurboTa, I'll be switching to a different tax prep software. TirboTax won't run on Windows 10, and windows 11 àwill not run on my PC. Doesn't make sense to buy a new PC just to use TirboTax.  

It depends. If the 1099-Q was used entirely on qualified eligible expenses of room and board, tuition and fees, it should not be entered.  Tuck the 1099-Q into your tax folder. IRS Publication 970, Tax Benefits for Education states that nontaxable distributions should not be entered.

The $6000 was an excess contribution only because we signed up for Medicare Part A in May, not realizing that invalidated contributions to the HSA from May forward.  (And really frustrating because we still had group insurance, and did not need to sign up for Medicare Part A.  Expensive lesson learned.)   When I modified my current return in Turbo Tax to reflect Medicare from May-December 2025, TT accurately placed the excess contribution as Other Income on Schedule 1 (1040).   Why did our overall tax due not change?

@RogerD1  @AnnetteB6  My situation matches that of the original post, except for one thing — the excess was removed late — approximately 13 days AFTER the extended October 15, 2025 deadline.   I contributed $8,000 towards my 2024 Roth IRA prior to the April 15, 2025 tax filing deadline expecting my total income would fall within the eligibility limits for Roth IRA contributions. Due to filling for the extension, then discovering very late it was an excess contribution of $8,000 to my Roth IRA, and then processing delays with my Roth IRA custodian, I filed my 1040 on Oct. 15, 2025, with form 5329 correctly reflecting the $8,000 excess contribution at the time of filing. Because of this, I was assessed the 6% penalty ($480). However, as stated above, I fully corrected this with my IRA custodian with a complete removal of the excess contribution, but again, after the deadline.   My questions is - How do I handle this so that that penalty is excused? Since my Roth IRA excess contribution was removed eventually a few days after the allowed period, should I file an amendment (1040-X) now reporting $0 on 5329? And then also request a waiver of that $480 penalty with a letter of explanation?   Thanks.

the reason: SCDOR statement on Income Tax conformity; April 15 filing deadline extended for SC returns | South Carolina Department of Revenue SCDOR statement on Income Tax conformity; April 15 filing deadline extended for SC returns Thursday, Mar 26, 2026 The SCDOR is aware that the South Carolina Legislature is working on House Bill 3368 to conform with the current Internal Revenue Code, including the One Big Beautiful Bill Act (OBBBA). If passed, the SCDOR will provide additional information as soon as possible, including guidance for taxpayers who have already filed their 2025 Individual Income Tax returns. We understand that taxpayers may need additional time to file, so we are automatically extending the tax filing due date for all 2025 South Carolina Individual Income Tax returns to October 15, 2026. No action is required to take advantage of this filing extension.   This extension applies only to the deadline to file your return, not to pay what you owe. You will owe penalties if you do not pay at least 90% of your 2025 tax liability by April 15, 2026. MyDORWAY is the fastest, easiest way to pay your balance. Visit dor.sc.gov/pay and select Individual Income Tax Payment to get started.   If you are expecting a refund, you don’t need to do anything except file your return by October 15. The SCDOR will publish additional guidance and updates through our website and social media channels. 

@user17748937334 Update your desktop software. Click on Online at the top of the desktop program screen.  Click on Check for Updates.   If your software is current and you have a Windows OS, then manually update your software. See this for a manual update - https://ttlc.intuit.com/community/updating/help/manually-update-turbotax-for-windows-software-basic-deluxe-premier-home-business/01/26041?search-action-id=612728165535&search-result-uid=26041