JST4
Level 2

Get your taxes done using TurboTax

It looks like you figured out how to make the entries for the Annualized Method. Perhaps you can answer my questions:

When entering AGI by the periods ending 3/31, 5/31, 8/31, TT displays a cumulative total.  The TT total is less than the total I calculate .  It is short by the amount of my capital gains carry forward. Do I need to make any adjustments or is this TT way of dealing with the carry forward?

 

When entering deductions same thing happens, when I enter cumulative deductions by 3/31,5/31 and 8/31, TT displays a total.  TT total is short to mine by the amount of disallowed deductions due to the  SALT maximum of $10K.

I hit the SALT max in April, do I still include the SALT components as I enter numbers for June-August?

 

HELP FROM ANYONE IS GREATLY APPRECIATED.