Dear TurboTax Community,
My wife and I sold a significant amount of mutual funds in 2024. We calculated the estimated tax on the gains and have already made the necessary estimated tax payments. Could you please help me understand how to ensure that the estimated taxes we’ve already paid are properly accounted for when filing our 2024 tax return? I plan to continue using TurboTax, though I have not yet decided between Deluxe or Premier. Any suggestions? I want to avoid paying tax on the capital gains twice. Additionally, I need to make sure that my 30-year mortgage is properly considered in the filing.
Thank you very much for your help! Please don’t hesitate to let me know if I can provide any additional information.
Thanks again!
