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That's a no-no!!  Do NOT enter your 1099-R info in the W-2 section, which is only for employees earning wages.  If you don't have a W-2, you can skip that section.   A 1099-R is entered in the Retirement Income section.  Here's a shortcut to the 1099-R retirement income section:   In the left menu column click on TAX TOOLS, then subtab TOOLS. In the Tools window click on the blue button TOPIC SEARCH. In the search box enter 1099-R without quotes. Make the selection in the list (may already be highlighted), and either double-click on it, or click the GO button. Next screen asks:  "Did you get a 1099-R in 2025? Continue and finish answering that section.

Hey, $15 is $15.  I would want it, too!  That would buy a Whataburger meal.  Try this:   Log in and open your 2025 return, if not already open. In the left menu column click on TAX TOOLS, then TOOLS. In the Tools window click on the blue button TOPIC SEARCH. In the search box enter this phrase:  applied overpayment  (without quotes). In the selection list choose applied overpayment (may already be highlighted). and either double-click on it, or click the GO button. Next screen:  Estimates and Other Income Taxes Paid. Scroll down to 2024 Refund Applied to 2025. Then choose the type--Federal, state, local. Before filing, for a Federal overpayment make sure the payment is part of the amount shown on your Federal Form 1040, Line 26.  If any state applied payment, then make sure it shows up on the state return.

your choice is to risk penalties for underpaying estimated taxes or paying in too much unless you use the only safe harbor you can know for sure. That's 100% of your 2025 federal income taxes. This rises to 110% if your 2025 Adjusted Gross Income is $150,000 or more ($75,000 if married filing separately)    There are other safe harbors like  90% of 2026 tax or owing $1,000 or less after subtracting any withholding from your 2026 tax liability. However, you won't know this for sure until 2027.   you do have the option if you think your taxes will be lower for 2026, to adjust the estimated tax payments downward as the year progresses.  

@imiers wrote:  Why isn't Meritrust Credit Union accepted as one of my investment accounts? I have CDs through Meritrust Credit Union. Turbo Tax tells me no such organization exists.   Are you trying to enter a 1099-DIV/INT/B?   There are thousands of banks, credit unions, and other financial companies that are not partnered with TurboTax for importing purposes.   If yours is not in the list, you can scroll down and choose "Enter this another way."

@ sulljs2020 wrote:  I put in routing and account numbers but get nothing turbo tax accountant got nothing either I have done the numbers at 8or10 times Please explain what "but get nothing" means.  Is there a message saying that the routing number is not valid?    Otherwise, please provide more detail as to what your issue is.    If it's saying your routing number is not valid, do you by any chance use Bank of America?   Or does "but get nothing" mean when you try to make an entry, the box won't allow any typing so you can't enter the digits?   Remember this is a public Internet forum.  So do NOT post any personal info in this forum.

When I login to the TurboTax online/website, I only have Documents. From there, I can print forms from the PDF. I don't see the 1040-ES section at all. Can I use the app after I've already filed? Is that where I'd be able to see the section?   Thanks.

This answer assumes your previous returns were prepared in Online TurboTax.   Any return prepared in desktop TurboTax will not be in an Online account.  Here's how one would normally find past-year online returns and how to troubleshoot for multiple accounts (User IDs) if necessary.  Many people end up with more than 1 account.  The pathway to download the PDF or tax data file depends on whether or not you have started an online 2025 return.  I provide both scenarios below, so choose which one is appropriate for your situation.   If you have not yet started a 2025 online return: Sign in to your account.   What you see next depends on whether or not you have already started a 2025 return in that account.   If your left column menu is minimal, and does not have a Tax Home tab displayed, that would imply you have not started preparing a 2025 return in that account.  If you haven't yet started a return, it will start asking you some questions.  Answer those preliminary questions on a few screens (you don't actually have to prepare a return), and then when you are far enough into the process, the left menu column will change, and you'll then see a Tax Home option in the left menu column.  Do not click the Documents tab.  Instead, click on Tax Home.  Then on the Tax Home screen, scroll way down to the bottom to "Your Tax Returns & Documents".  Expand that section and choose the past year you want.   If your past returns are not shown there, then you likely have multiple accounts and signed into the wrong one.  I'll tell you below how to troubleshoot.   If you have already started a 2025 online return: Log in, and if you've already started a 2025 return in that account, then it may already open at the Tax Home.  If not, click the Tax Home tab in the left column menu.  Do not use the Documents tab.  At the Tax Home scroll down and expand "Your Tax Returns & Documents."   If the past returns are not there, see the steps below.   If you do all that and can't find the past return, here's how to look for multiple accounts: You can have up to 5 accounts that use the same email address for notification purposes.  A User ID may be an email address, but it doesn't have to be.  It might be only part of an email address, or it can be anything at all.   To get a list of your User IDs, reset password, and recover account access, etc., you can use the tool at the link below.  When using the Account Recovery tool, try using your phone number first if you can still access it.   After that, if necessary, then run the tool on your email address(es) you can access. NOTE: Before running the account recovery tool below, log out of all Intuit accounts including this user forum, or you might end up in a loop.  Then clear your browser Internet cache, close your browser, then reopen it, and go to the link below.  You may wish to copy this link so you can paste it into the new browser session. https://myturbotax.intuit.com/account-recovery If still no luck after running that on your phone number you can still access and email address(es) that you can access,  here's another method:          Go back to the tool again, but this time leave the data field blank, scroll down a bit, then choose the small blue link that says "Try something else", and it will look you up by other parameters.

Regardless of how many times they run the annoying commercial, if you want tax free filing, don't pay any amount. Instead, visit the FREE FILE page on the IRS website www.irs.gov   OR  google it for other options.   @roelcasey