All Posts

@ diannevanasse  ADDENDUM  I provided the shortcut method above to go directly to the estimated tax payments entry section.   If you want to use regular navigation, here's how.  So between the 2 methods, you should be able to use one or both of them.   When you click in the left column tab for Deductions & Credits, it may take you to a page called "Your Tax Breaks".   That shows the "Tax Breaks", i.e., deductions, that someone has already worked on this year or that TurboTax is expecting from what was entered last year.   Lower on that same screen should be a button or link for "Add more tax breaks" or "Show more tax breaks" or similar wording.   When clicked, then the screen should expand, and all the deduction topics are displayed including "Estimates and Other Taxes Paid."  Then that topic can be expanded further to get the subtopic Estimated Tax Payments.

Here's a tool that should get you directly to the estimated tax payments section.  I've also provided an alternate navigation method in a comment that follows this one.   With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS. In the Tools Center choose the blue button Topic Search. In the topic search line enter the phrase estimated tax payments without quotes. Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button. Next screen is Estimates and Other Income Taxes Paid. Expand the section Estimated Tax Payments. 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.

exactly where are you seeing this. This forum can not see your return or tax data. This is why it's difficult if not impossible to answer your question. As a guess, possibly local income taxes from W-2, 1099s or pass-through state taxes from K-1s. if you can't resolve it, you can allow a TurboTax rep to see some of your data, but if you're using the free edition, there will be a charge.   the other possibility is to start over and look as you enter info for each section, what input generates this.   

@MaryK4 Could you please help us with this issue? When I check the CA Tax Summary under Tax tools, it shows the CA AGI as the same amount as the Federal AGI. This does not make sense to me because I did not earn that amount fully in CA.

@ nightchild993  asked:  "Do state taxes and federal taxes come in as a different sum of money you filed them through TurboTax?"   I don't understand what you mean by that, so I'll tell you how the refunds work.   The Federal and state refunds come separately (usually on different days) from 2 different tax agencies--the Federal from the IRS/US Treasury and the state refund from your state tax agency.   Here's how to see your refund amounts before any fees are taken out (if applicable.)   You can verify your Federal refund amount by looking at the Form 1040, Line 35a. You can verify your state refund amount by looking at your actual state return.  The refund line will vary from state to state. Then, if you paid any fees out of your refund, you should subtract the product fees plus any sales taxes.  Most commonly the fees are taken out of the Federal refund, but in a few states it's possible to be taken out of the state refund.   In those states TurboTax says it will take the fees out of whichever refund arrives first and is large enough to cover the fees.   If you're looking at a summary screen in TurboTax, that can be confusing since that may be the total of both the Federal and state situations.   If that's not what you wanted to know, then please ask your question a different way and explain what you mean.

is there an amount greater than 0 in local withholding? if so, then it seems that whoever prepared the W-2 left off important information like locality(not sure if this is blank or not) and local wages. You may need to contact the source for a corrected W-2. On the other hand, if local withholding is zero, then locality, local wages and local withholding should all be blank.