- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
OK, as I was writing up my last post, it dawned on me that I might be able to edit the field that is causing the problem. And sure enough that worked. Here are the steps I performed:
1) Go to the Forms
2) Open up the "Est Tax Option" form
3) In the section called "amount of Estimated Taxes to pay in 2026", there is a line called "Expected Withholding for 2026". This is the line that is preventing Turbo Tax from generating the Estimate Tax vouchers and it's because the line has been populated with the tax that was withheld in 2025. Since this amount is larger than the estimated taxes I owe, Turbo Tax believes there is no reason for paying estimated taxes.
4) The solution is to override the value that appears on the "Expected Withholding for 2026" line. I entered a value close to zero, because I will have some taxes withheld.
5) Suddenly four new forms appear: one for each of the four payment vouchers: "Form 1040ES 1" thru "Form 1040ES 4".