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Form 2210 is Underpayment of Estimated Tax, it's calculated but not filed by default unless you have an exception.  If you are using desktop you can view the form in Forms mode (2210-F is for farmers and fishermen).   This is asked under Other Tax Situations / Underpayment Penalties and normally carried over from 2024 return but Turbotax will ask to confirm it in that section.  Not sure where you are in the interview flow but where is one reference to it.   Per Form 2210, to avoid penalty in 2025 you need to have paid thru withholding or timely (usually quarterly) estimated taxes, the smaller of - 100% of your 2024 tax (110% if AGI > 150k or 75k if filing MFS), or 90% of your 2025 tax.  this is your "safe harbor" amount of tax you need to pay to avoid penalty.   "tax" here refers to this Line 4 definition.  It's generally Line 22 of your 1040 plus certain additions from Schedule 2, less refundable credits, see instructions here   https://www.irs.gov/pub/irs-pdf/i2210.pdf  

@MindyB wrote: TurboTax automatically applies Head of Household "HOH" if you have a qualifying dependent and pay more than half of the cost of your home upkeep.    To add HOH, in the My Info section, during the interview, indicate that Yes, you did pay more than half of the cost to keep up your home in 2025. I'm trying to enter someone's information now who does meet the criteria for HOH and TT is refusing to allow it.  I have read the requirements and verified the information is correct, but it simply isn't allowing it.  I believe it is a bug within the TT software.   Looking at 2d in the help window that pops up from the program.   You can file as Head of Household if either SITUATION A or SITUATION B described below applies to you. SITUATION A: You provide a home for certain other persons, you were unmarried or legally separated as of December 31, 2025, and ONE of the following was true:   2. You paid over half the cost of keeping up a home in which you lived and in which one of the following also lived for more than half of the year: (d) Any other relative, as defined by the IRS, you can claim as a dependent. The relative in question (d) is on the list provided, and they qualify as a dependent.   One thing I noticed is that in the dependents screen, their status is listed as "No Entry."  Could that have something to do with it?   ETA: I managed to fix it.  I went to the forms and clicked the HOH option there.  Then returned to the step-by-step and it finally allowed me to say that I provided more than half the support for the household.  When looking at the list of dependents, there is a status listed now (saying "Dependent").   So I believe this is a bug where the status is not being properly handled when entering possible dependents.

Thanks for your excellent reply.  You are right.  I subsequently confirmed it with the PA Department of Revenue as well.  I'll move forward with the Safe Harbor rule as you suggested.   All the best to you!    

The best way to determine your total traditional IRA basis for 2025 is to check your most recently filed Form 8606, specifically Line 14. This form is cumulative and carries your lifetime after-tax (nondeductible) contribution total forward from year to year.    If you used TurboTax, it will be one of the forms in your return.  You can also get the information from the IRS- the Wage and Income transcript shows Form 5498 data for the past 10 years, which lists all IRA contributions reported by your brokers.  You can also request this to see if a Form 8606 was ever filed with your past returns (you will have to call).     Use the IRS Get Transcript tool online, which is the fastest method, or call the automated line at 800-908-9946. @yatoshura

You may not have been able to pay your TurboTax fees with your refund because you did not meet one of the requirements for this service.   They are as follows.   Your refund must be enough to cover your TurboTax fees. You must have an address in the United States. You must be e-filing. The name on the bank account must match the name on the tax return. Your refund must be directly deposited into a single account.   You can also contact TurboTax Customer Support using this link: Turbo Tax Customer Support.   Click here for Can I pay with my refund?   Please return to Community if you have any additional information or questions and we would be happy to help.

Use IRS form 2210 Underpayment of Estimated Tax to see if you owe a penalty for underpaying your estimated tax.   You are asked about 2024 information because:   for most filers, if your federal tax withholdings and timely payments are not equal to 90% of your current year tax, or  100% of the total tax from the prior year (whichever is less),  then you may need to complete Form 2210 to determine if you are required to pay an underpayment penalty.   See this TurboTax Help.

To enter tips in TurboTax, enter your W-2 as shown, then check for "Tips not reported on my W-2" in the "Uncommon situations" section to report cash tips, or look for prompts about "Reported tips". If tips are included in Box 1 but not separated in Box 7, use the "Let's check for other situations" screen to report them.   Steps to Enter Tips in TurboTax Online: Search for W-2: Type "W-2" in the search bar and click the "Jump to" link. Enter W-2 Info: Enter your employer's information, including boxes 1, 3, 5, and 7. Check for Tips Screen: After entering W-2 information, you will see a screen named "Let's check for other situations" or similar. Report Unreported Tips: Check the box that says "Tips not reported on my W-2". Enter Tip Amount: Follow the prompts to enter your unreported tips, which allows TurboTax to calculate the correct tax liability. Final Paystub: If your employer didn't separate tips in Box 7 but included them in Box 1, you can use your final paystub to determine the amount. Here's a link that gives additional information on this: How do I enter tips in TurboTax online?

You can still claim the Overtime deduction but you don't enter it as if it was in box 14 of your W-2.  if you know the amount of overtime you were paid.    For 2025, employers are not required to break this out and report separately on Form W-2.  Therefore, you may have to calculate the QOC yourself.  If your employer does not provide the amount, the IRS will allow you to calculate it using "reasonable methods" from your pay stubs, year-end statement, etc.  To determine the amount of your deduction (if you are paid time-and-a-half), take your total overtime pay and divide it by 3.  To enter it in TurboTax:    Go to the W-2 screen under under Income in the Federal section. Add or edit your W-2 for your employer where you worked overtime. After entering your W-2, look for the Let's check for other situations screen. Check the box next to Overtime. TurboTax will ask some questions to help you report the correct amount.

I have several hundred transactions. My Fidelity 1099-B shows a summary of all the transactions along with their proceeds, basis, wash sale, etc. Should I single out all the individual transactions with wash sale separately from the rest of the summary? Does it make a difference? When I input the summary, it also let me check the "W" box and put in an adjusted cost basis. Is this not the wash sale amount in box 1g?

No, Form 1095-A is not exclusive to users of HealthCare.gov. It is issued to anyone who enrolled in a qualified health plan through any official Health Insurance Marketplace, which includes both the federal exchange (HealthCare.gov) and state-based exchanges.  States that run their own exchanges, such as Covered California, NY State of Health, or Pennie will also use the 1095-A.

What is the best way to find out the total amount as of 2025? Would any of my old tax returns have the amount? Or do I need to check with IRS? Please advise if there is good way to determine this amount since I have not been tracking.

Your amended return represents the correct tax amount, so while you may have had a refund with part of your income, you may not get more refund because:  You only get one standard deduction (e.g., $15,750 for single filers in 2025) regardless of how many jobs you have.   Each employer likely withheld taxes as if they were your only source of income for the year. They didn't know about your other job, so they didn't withhold enough to cover your higher combined tax bracket. Higher total income can reduce or eliminate "phase-out" credits like the Earned Income Tax Credit (EITC) or the Child Tax Credit.

I don't have the 2210 form for 2024, but I also had underpayment and ended up paying the additional taxes owe of about $25000. Was my penalty waived last year or was it somehow missed? Just wanted to be sure that I'm not putting in $0 incorrectly if there is supposed to be a penalty. Anyway to verify this on TurboTax?

No, if you have already filed your tax return without adding your W-2 then you will have to wait until your tax return is fully processed and you have received your refund to amend your tax return to add it, unless the IRS rejects your tax return. If they reject your return, then you could add it and re-file​ it.   Also,  the IRS may correct your tax return to include this Form W-2 income for you, and you will not have to amend it.  You will receive a Notice from the IRS if they make a correction (likely a Notice CP2000).  You only need to file an amended return if the IRS didn't catch the error and you need to pay additional tax, or if you disagree with the IRS's calculation.   You may be able to see beforehand if they are sending you a notice by accessing your IRS.gov Online account . You can use this link to access/create an online account Online account for individuals.   Once your tax return is fully processed, to amend your return using TurboTax Online you will: Log in to your TurboTax account. At your homepage, look for "Your tax returns & documents" and select the correct tax year. The you will select the "Amend (change) return" dropdown and in the dropdown choose "Amend using TurboTax Online". Follow your prompts, and select your reason for amending. Make your corrections, and make your corrections (add your interest income). Make sure to review your return before filing and then  follow the prompts to e-file or print and mail Form 1040-X to the IRS.     You will be able to track your amended return using this link  Where's My Amended Return? on IRS.gov. Click here for additional information regarding filing an amended return.   Click here for additional information about e-filing your Form 1040-X.   Click here 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. 

In the deductions and credits section, scroll down to Job Expenses for W-2 income or Employment Expenses-Job Related Expenses (the title of the section depends on what version you are using) .   In Forms mode, it will show on Form 2106.   Where do I enter job-related employee expenses? (Form 2106)   Those expenses are not deductible on a federal return and only a few states allow the deduction, so you may want to delete Form 2106 if you can't take a state deduction.