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So when filing for my extension, if I payed $5000 in estimated taxes for 2023, and my federal refund was $2000, does that mean the actual refund I was due was $3000?  And is that the number I should now report on my 2024 taxes?  Does the same go for state taxes?

Mine as well but additional information was needed so I was sent a letter such as a copy of my W-2s, the first two pages from federal tax return, and supporting documents calculating the return if possible.

@ Sharal84 wrote: where are my federal quarterly tax payments listed Where are the federal tax payments listed   Are you asking where to enter your 2024 Federal quarterly estimated tax payments?   I don't know if you are using Online TurboTax or desktop software.    So I'll start with Online TurboTax.    If you need desktop instructions, please report back.   With your online return open, click on the Search icon (magnifying glass) at the top right. In the Search box enter the exact phrase estimated tax payments without quotes, then click the adjacent magnifying glass in the box. (ignore any dropdown suggestions while entering.) You should be presented a blue link Jump to estimated tax payments. Next screen is Estimates and Other Income Taxes Paid. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit.   If you have any trouble with the "jump to" method, here's another way to get there.   With the return open, go to the left menu column and click on TAX TOOLS, then TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter estimated tax payments without quotes. Make the selection in the list and click GO. Next screen is Estimates and Other Income Taxes Paid. Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit. NOTE:  Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.

@jlebpad23 wrote: That did not work for me. I entered my 6 digit IRS code in the other tax situations and the five digit efile number I always use and this didn’t work. TT still says it’s a Pin problem.  Was that a new 6-digit IP PIN that you obtained from the IRS this year?   You need a new one every calendar year.   So it's actually called a 2025 IP PIN.  You can't use one from last year.   Your rejection may or may not be a "PIN problem."    The 5-digit efile PIN on the "Signature page" can be any 5 numbers of your choosing, so that shouldn't be the issue.  If the 6-digit IP PIN was new and correctly entered for this year, then it could be a 2023 AGI problem.   What is the exact rejection error code and message? 

Thank you. I use the Desktop Premier version, and the data does not seem to transfer over for sure. Yes - I checked the short and long term gain(loss) and the loss is not being recognized.   I tried even creating a dummy return with just a few entries and can see that this is not taking effect.

Hi there, I'm experiencing the same issue. HSA contributions were the first item entered after W-2s. I was +$200 after entering income, but after entering HSA information and indicating that I had a HDHP, my bill was $-1400. Please assist. 

You're touching on an important and common observation in partnership liquidations. In a complete liquidation, the final Schedule K-1 does indeed show an ending capital account of zero, which means that over the years your basis has been adjusted by income, losses, and distributions until nothing remains. In other words, your adjusted (tax) basis has been fully "used up" by the time you receive your final distribution. Here's the key point: Tax Basis Adjustments Over Time: Your tax basis starts with your initial investment and is increased by income items and decreased by losses, distributions, and certain other adjustments (like syndication expenses, if applicable). These adjustments accumulate over the years. Liquidation Outcome: When the partnership is liquidated, the final distribution you receive is intended to return your remaining basis. If the final distribution exactly equals your adjusted basis, then your recognized gain or loss on the liquidation will be zero—because there's no excess received over (or shortfall compared to) your basis. Your Observation is Correct, Generally: Yes, if the final K-1 shows that your ending capital account is zero and the final distribution equals the final adjusted basis, then for tax reporting purposes your "sale price" equals your cost basis, and you report no additional gain or loss.