@Rs6er wrote:
The only place I can see to change withholding is under W4. I don't have W4 income. I need the withholding to come from "Other income" which considers only of RMD distributions. I still don't see how to show the withholding on that.
I'm a fellow user, and I don't know how to specifically account for that situation in the estimated taxes tool interview to make the tool aware of your withholding from your retirement income. I'm not a tax person, but I suppose one could do that math manually after using the tool to account for the withholding, but if your goal is to have the proper amount printed on the vouchers, then the vouchers wouldn't sync with your additional calculation. Of course, after figuring your payments, you could use blank vouchers and enter your own custom amount. To have it sync with the amount printed on the vouchers, maybe you could do it this way (I'm mainly thinking out loud).
You "might" be able to indicate your retirement withholding in Forms Mode by using one of these worksheets:
- Estimated Taxes and Form W-4 Worksheet (in the forms list it's called "ES & W4 Wks")
- Estimated Tax Payment Options (in the list it's called "Est Tax Options"). Some of the data on that worksheet may actually flow from the first one I mentioned above. If so, you can only change it on the worksheet from which it came. In Windows version, you can right-click a data field, and in a popup choose "data source" to see what form it comes from.)
Again, I'm not a tax person or TurboTax employee, but if you want to speak to someone at TurboTax Support, hours are 5AM-9PM Pacific (8AM-12 Midnight Eastern), 7 days/week
FAQ: What is the TurboTax phone number?
https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632
NOTE: I don't know how you intend to pay your estimated taxes each quarter, but if you don't want to have mail a check and voucher, we can tell you how to pay them electronically by ACH out of your bank account at either the IRS Direct Pay website (no enrollment needed) or Treasury's EFTPS website (requires enrollment).
