WHAT I DO
If you have the Desktop program you can switch to Forms mode and fill them out there. But what I do is first fill out the What-If Worksheet to help estimate my income for 2025. To find the 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.
Or try…Go into Forms View. Once there, at the top of the left column, click on the icon for "Open Form". A popup window will appear. In the text line, type the word "what" without quotes. You should see "what-if worksheet" appear as a selection choice. Double-click it to launch the form.
I copy the 2024 amounts in column 1 to column 2 and override them with my new amounts. Click the box at the top of the column to use 2025 tax rates.
Then when you get your income, payments and taxes calculated go to the Est Tax Options worksheet and play with the options.
I update these sheets each quarter as I know how much my income is so far like interest and put in estimated totals for the year. I also print out my 1040ES estimates and state estimates without amounts. Then write the amount on it when I'm ready to mail it.
