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Sorry for the delayed response.  I was out of town until yesterday. I revisit the Tax Underpayment Penalty section I click to Reduce Tax Penalty I leave 2024 Tax blank per instructions as I was not a full year resident in 2024 (not even part year) TT Tells me I owe a penalty I respond that I will pay amount due by April 15 Takes me back to Other situations list.   I never get to a reason for filing to be able to select annualized income.   Any other suggestions?

I, too, entered the correct 2024 AGI.  The Federal and the associated State of Kansas submissions are rejected.  I see answers that suggest to enter "0" or snail mail it.  No advice explained what to do about the money that was sent to IRS on my credit card and the Intuit fee for the state submission both being collected again.  Please point me to a more comprehensive answer and settlement. Thank you.   [email address removed] preparing my son Christopher B taxes.  [phone number removed]

To enter, edit or delete estimated taxes paid (Federal, State, Local) - Click on Federal Taxes (Personal using Home and Business) Click on Deductions and Credits Click on I'll choose what I work on (if shown) Scroll down to Estimates and Other Taxes Paid On Estimated Tax Payments, click on the start or update button   On Federal estimated taxes for 2025 (Form 1040-ES), click the start button   Federal estimated taxes paid are entered on Form 1040 Line 26

@DC3   There has always been a fee to efile state from the Desktop program.   Years ago it may have been 14.95 then 19.99, now it is $20 or 25 to efile.   Except in NewYork it is free.   Did you move from NY?    You may have had the fee deducted from a federal refund so you forgot about it since you didn’t enter a credit card.   Or you may have mailed the state return to avoid the efile fee.   

If 2025 was the year you reached age 73, the IRS allows you to delay your very first RMD by the April 1, 2026. You do not report the 2026 withdrawal as income on your 2025 tax return. Instead, you will enter a zero (0) when prompted about the RMD due by December 31, 2025.    Next year, when you receive your Form 1099-R, the form will include both the RMD you took in Q1 (for 2025) and the RMD you took later in the year for 2026.    However, if you were already required to take RMDs in previous years, but missed the December 31, 2025 deadline, you must file Form 5329 with your 2025 return to request a waiver of the excise tax (penalty) for the late distribution. 

I'm using Online Premium version. The bug does seem to be partially fixed, but TT is still giving the wrong answer. The flow now makes sense. I enter the 1099-Q, then go through the 1098-T flow and it allows me to enter Room and Board and other education expenses in addition to the 1098-T tuition and fees. The problem is that when I dig through the forms to see why my taxes didn't calculate correctly, I see that in Part VI education expenses for the student (dependent), the qualified education expenses appear correctly, but Turbo tax is subtracting $10,000 from the 529 column on row 18 despite the fact that I wasn't eligible for any other credits. So, total qualified expenses can now be entered, but TT is arbitrarily limiting them by subtracting $10,000. I've seen in other posts that there should be a screen to adjust the "Amount Used to Calculate Education Deduction or Credit" to zero because I'm not eligible for education credits, but this screen does not seem to exist in the Online version. Of course, I could just not enter the 1099Q or inflate education expenses by $10k to make this net out, but that seems to defeat the purpose of filling out these worksheets to have an accurate record behind the calculations. Any thoughts?