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psrsc
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quarterly estimated tax payments for recent distribution

I recently took a distribution from an IRA.  I did not set up for quarterly estimated tax payments when I filed for 2018 taxes.  Two questions:  Is it necessary to make an estimated tax payment (next/last one is September 15th)?  Is it possible to reprint from TurboTax to generate quarterly payment form both both Federal and State?

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quarterly estimated tax payments for recent distribution

You can create 2019 estimated tax forms using the 2018 TurboTax program.  The estimated tax forms, Form 1040-ES, can be printed and mailed to the IRS with your payment.  Or you can use the IRS website to make 2019 estimated tax payments - https://www.irs.gov/payments

 

You will need to access your 2018 online tax return again.

To access your current year online tax returns sign onto the TurboTax website with the userID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and Click on Add a state

This will take you back to the 2018 online tax return.  If you have filed the 2018 tax return do Not make any changes to the return that was filed.  Only access the estimated tax section and then print the estimated tax forms if needed.

  1. With your tax return open, enter 1040-es in the Search box located in the upper right of the program screen.  Click on Jump to 1040-es
  2. Answer No to the question,  Do you want to change your W-4 withholdings for 2019?
  3. On the next screen, Review Your Estimates, select Review Now.
  4. Proceed through the interview, answering questions about your 2019 filing status, income, deductions, etc.
  5. Eventually, you'll come to the Print Vouchers screen;  answer Yes and we'll include your 2019 1040-ES payment vouchers when you print a copy of your return later.

quarterly estimated tax payments for recent distribution

To complete state vouchers complete the state interview again ... the option will be at the end of the state interview.

quarterly estimated tax payments for recent distribution

Or did you use the Desktop program?   You can just type W4 in the search box at the top of your return , click on Find. Then Click on Jump To and it will take you to the estimated tax payments section. Say no to changing your W-4 and the next screen will start the estimated taxes section.

 

Or Go to….

Federal Taxes or Personal (Deskop H&B)

Other Tax Situations

Other Tax Forms

Form W-4 and Estimated Taxes - Click the Start or Update button

 

To just estimate the remaining quarters put in that you paid $1 for the first and second quarters so it will only calculate the 3rd and 4th quarters.

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