You can enter the investment income in the estimated tax section. I have H&B also. I also use the What-If worksheet to figure my income and tax. I have big changes for 2024 since my husband died in 2023 and I will be going from a Joint return to Single. I did a What-If Worksheet and made a column for 2024. Once I figured my income and tax I went though the Estimated Tax Payment Options worksheet
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 (Home&Business version)
Other Tax Situations
Other Tax Forms
Form W-4 and Estimated Taxes - Click the Start or Update button
Say No to W4. When you get to the W4 and Estimated Taxes section, say you want to adjust your income to go though all the screens.
If you have the Desktop program you can do a What-If worksheet.
Go to Forms Mode, click Forms in the upper right or on the left for Mac. Then click Open Forms box in the top of the column on the left. Open the US listing of forms and towards the bottom find the What-if worksheet. It's right under Estimated Taxes.
