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Turbotax has no involvement in "filing" (paying) quarterly ES other than providing calculations and vouchers when you file 2025 which you can use or ignore; Turbotax by default will generate these vouchers based on paying 100/110% of prior year tax and assuming 2026 withholding is the same as 2025 - you can try to optimize under Other Tax Situations / Forms W4 and Estimated Taxes.   or use other online calculators to estimate your 2026 taxes like this one https://www.dinkytown.net/java/1040-tax-calculator.html   To pay quarterly ES just pay directly at irs.gov, avoid vouchers and checks if possible.

Box 14 (Other) on your W-2 is generally for informational purposes and doesn't affect your federal tax return. Input your W-2 in TurboTax as it is shown. You can select "Other (not classified)" if a category doesn't apply. If it causes errors or if it's for pre-tax deductions like health insurance, it is often okay to leave it out.   See Also: What's box 14 on my W-2 for?   How do I manually enter my W-2?   If you have additional information or questions regarding this, please return to Community and we would be glad to help.

After 2 calls to support that took forever and no fix the last guy gave me a link for an intuit refund.  I thought at least that was something.  WRONG.  Turned in my info and uploaded receipt.  No refund cuz it was purchased over 60 days ago.  Wow.  You just can’t win.  I’ve given up 

The IRS is a bit more "particular" about private loans than they are with "big bank mortgages"; in order to deduct the interest, the loan must be legally secured by the home.   There should be a recorded deed of trust or mortgage filing in your local county records.   The IRS typically won't allow the deduction if the  private loan is just a "handshake" agreement or a personal note not tied to the property,   Since you won't have a standard Form 1098 from a bank, you have to enter the details manually: Open or continue your return. Under Federal tab, Click on Deductions & Credits. Under Your Home section, Click Start/Revisit next to Mortgage Interest and Refinancing (Form 1098). Select "No", when asked "Did you get a 1098 for your mortgage?" Proceed through the manual entry screen(s). You must provide the lender's details to prove the interest paid (per IRS guidelines): Lender’s Name and Address (individual or private entity you pay). You will need the lender’s Social Security Number (SSN) or Employer Identification Number (EIN). The exact amount of interest you paid during the tax year (excluding any principal payments). Note: your total itemized deductions (mortgage interest, property taxes, state taxes, charitable gifts) must be higher than the Standard Deduction (approx. $15,000 for individuals and $30,000 for MFJ) for applying this deduction to be beneficial..   Important: Make sure the loan is recorded with your local government.  If the IRS audits you, they will look for a "recorded instrument" that proves the home is collateral for the loan.   You can generally deduct interest on up to $750,000 of mortgage debt (or $375,000 if married filing separately).   Since you are deducting this interest, the person lending you the money is required to claim that same amount as taxable income on their own return. 

Does your IRS form 1099-R include an amount in box 1 and box 2a?  If so, at the screens titled Annuity information, you may report the amount in box 2a as the taxable amount.    At the question, For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, select Yes.    The box 2a amount will be reported as the Taxable amount.  

I have to admit I did not find this workaround. I value my privacy and was really dug-in about not being forced into registering for Audit Defense.  After several hours (!) of searching online, I found this solution on Reddit.  I then took the time to post the workaround on every (even tangentially) related post on TT Community, in hope of saving other folks from wasting their time as well.  Glad it helped.

Well, let's just say that turbo tax has been ok. But still am unable to file. At the same time. I went to some other company and filed. Really easy. Still can't follow the 2024 because they asked for another 200 or something dollars. I paid it last time. Was not able to be helped with my taxes. Called this year and got nowhere. Just got off the phone with them asking for another $200 and something dollars. Which really makes no sense. Why do I have to pay again?