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No, there is no need to amend your return for a change in estimated tax payments for 2026. It's perfectly fine to change the estimated tax payments or make none at all. If you did enter your bank information for direct debit use the information below to cancel it.   You can cancel scheduled 2026 estimated tax payments by using the 'Look Up a Payment' feature on the IRS Direct Pay website. Cancellation requests must be made no later than 11:59 p.m. ET, two business days before the scheduled payment date. If you scheduled through other methods, you may need to call 888-353-4537.   @djasknif 

In TurboTax, you can receive a refund while still owing an Alabama Underpayment Penalty because the tax system is "pay-as-you-go". This penalty is based on when you paid your taxes during the year, not just your final total.   If you earned a large amount of income early in the year but did not have enough tax withheld or make estimated payments until the very end of the year, you underpaid for those specific quarters.  Alabama requires you to pay at least 90% of your current year's tax or 100% of your previous year's tax in equal installments throughout the year. If any quarterly payment was too low, a penalty is triggered for that period, even if your total payments eventually exceeded your tax bill.

@pk, for the below that you noted, do you think the final tax that I would owe to the Indian Govt could be higher? I have only had very little income from India. (c) TDS is not a good figure -- risk of need for amended return.  I would wait till the Indian ITR is finalized.

It depends.  The most common reason for this is that your tax liability is already zero after using the standard deduction. At that point, your refund consists of the taxes already withheld from your paychecks and/or refundable credits, which won't change by adding more deductions.   Another possibility involves the difference between income tax and self-employment tax. If you have any 1099 or self-employed income, you're paying Social Security and Medicare taxes that aren't affected by itemized deductions. Itemizing only lowers your regular income tax, not self-employment tax.

@douermom wrote: The issue is that if I enter the sale via "Sale of Business Property" Section, It doesn't include gains from the sale as part of passive income, and it disallows the excessive loss from K-1.   But if I enter the sale via schedule E, it allows the excessive loss (flowing to 1040 line 8), but the capital gain calculation is incorrect, uses FMV not original cost+improvents   Personally, I would get rid of the stripped-down/problematic online version and use the desktop/downloaded version.  You can report it in the rental section, then enter the actual Basis using Forms mode there (on the Asset Entry Wks).      

If the "Needs Review" message for your stock sales keeps appearing even after you review and click Continue, it may mean there's a detail in the entries that TurboTax flags for closer check. Try these steps: 1. Double-check each stock sale entry for possible mismatches in dates, quantities, or prices. 2. Verify that all your 1099-B forms are entered exactly as shown. 3. Look for duplicate entries that could cause confusion. 4. If you imported your data, compare it again to your statements for any discrepancies. Correcting any of these issues usually clears the review message. If everything still looks correct, proceeding forward in the program should let you continue your filing process.    

The listing below for who needs to complete an 8962 is not complete... Persons wanting to get (retroactively) the PTC should fill out an 8962.  Your software does not allow that.  I can assure you, that if you have a marketplace plan and received a 1095-A, the IRS is expecting to see an 8962.  Also, I fail to see the harm in TurboTax having a radio-button selection where a statement might appear "you do not need to include Form 8962, do you still want to generate one anyway?" and then have the client choose "yes" so they can avoid  the inevitable letter from the IRS saying you were supposed to include the 8962 with your return.

Thank you, @pk !  Can you help me confirm is it valid- the loss that I am observing based on the Rupee depreciation between the FMV at the date of death of my Mother (from whom I inherited property) and the date of Sale? Because, one would likely expect a  increase in value in a 2-3 period, but its the USD-equiv value based on exchange rates on those dates that is driving this loss in my case. Re: Filing tax in india - I have never filed tax in india before. So, I am not sure what does the 12.5% vs 20% mean.  I have to find a CA in India to discuss this.

@dchaita56 wrote: How should I submit for refunds? Based on the image you presented in your other comment, it looks like you used Free Edition for tax years 2020, 2021, and 2022.  Then for tax years 2023, 2024, and 2025 you used Online Deluxe, which is a paid edition.  Perhaps there's something in your recent returns that didn't allow for Free Edition and required an upgrade.   And for the last 2 years (2024 and 2025) the image shows you used the optional Live Expert Assist feature to help prepare your returns.   If you were unable to use Free Edition the last 3 years, then there may be something in your return requiring the Deluxe version. FAQ:  Why do I have to upgrade from Free Edition? https://ttlc.intuit.com/turbotax-support/en-us/help-article/change-service-level/upgrade-free-editio...   If you didn't need Deluxe and didn't use the Expert Assist, those could have been removed prior to paying and filing when you noticed that it was going to charge you.  TurboTax Support often says that proceeding to pay and file indicates acceptance of the terms.  It's uncommon for TurboTax to refund fees for Online TurboTax, especially after a couple of years have gone by.  But you can speak to Customer Support, if you wish, and plead your best case.   TurboTax Customer Support Hours 5AM-9PM Pacific https://ttlc.intuit.com/turbotax-support/en-us/contact/

@user17759445623 , you do realize  that while under tax treaty  US will recognize the full foreign taxes paid, but the allowable  FTC for the year is limited to the LESSER of that paid  to a foreign taxing authority and that imposed by US on the same doubly taxed income.   Thus in your situation your US taxes may come down to zero and the rest of the paid  ( FT) will be carried  ( backward and forward )  but in each year you will need foreign source income.  Generally it is an asymptotic recovery and may or may not help.   I would suggest using both ways  and see which works better for you . AS I understand from your earlier post --- you entered the gross foreign income in two places --- you need to enter only when using the  form 1116 -- foreign source income, general category, source country , paid, when paid and the  Foreign Tax paid.  That should work. When done go to forms mode and look over  Form 1116 Comp wks.   and form  1116 to make sure all makes sense -- any changes, make only on 1116 Comp. wks. and not on form 1116 itself. Then look at form 104/01040SR wks. and finally form 104/1040-SR Does this make sense ? Let me know if this solves your issue and /or any more I can do for you --yes?  

This link will provide all the details to make sure you have both MAX Benefits and Full Audit Representation. What is Full Audit Representation? (Includes MAX Benefits) Full Audit Representation is part of MAX Benefits. For TurboTax Online customers, your return is covered for as long as it can be audited. For TurboTax Desktop customers, your return is covered through next year’s April tax deadline.