In Turbotax the 2021 estimated tax input screens have gotten noticeably more confusing. Looking to understand which specific income elements need to be populate in which 2021 estimated income field:
- There is a screen for "enter investment gains and losses", which includes qualified dividends; OK so far.
- But on the next page, "enter other income" the explanation hotlink says to put in interest and dividend income on "other income". That would seem to be double counting the above entry; and looking at what is filled in from this year, there certainly must be some double counting. Any idea what is going on here; should I in fact be double counting and putting the dividend I entered on the last page here also? If so is it all dividends; qualified dividends, or ...?
- Then a couple of screens later, on "net investment income" it looks like we are being asked to enter a slightly different version of dividends and interest? Again, is it mean to double count, and if yes is it all dividends or qualified, or ...?
If these screens are using different combos of investment income, I would have expected TT to ask for the info once, then populate/calculate those entries. The 3 entries seem to be asking for slightly different numbers; but the differences aren't very apparent.
Input?
