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TurboTax generates estimated tax payment vouchers if you are self-employed or there isn't enough withholding from your income, so you won't be in the same situation next year. If you pay the estimated taxes and your income and credits are similar to 2025, you won't have a balance due when you file your taxes. You're not required to make these payments; TurboTax calculates the estimated tax payments based on the information from your current taxes.   For more information, please review the TurboTax Help article Why did 1040-ES estimated tax vouchers print out? Do I need them? and  How does TurboTax calculate my estimated tax payments?

Many people on this forum who think that TurboTax is not calculating the SALT deduction correctly are failing to realize that their MAGI for this purpose is high enough to reduce the amount of their SALT deduction.  This deduction phases down from $40,000 ($20,000 if Married Filing Separately) to $10,000  ($5,000 if MFS) between $500,000 ($250,000 if MFS) and $600,000 ($300,000 if MFS) of MAGI.

Yes, you can mark an estate return as First Year and Final especially in your case where you are just trying to prevent an IRS inquiry in the future.  The April 2025 to March 2026 is fine, as it correctly identifies the fiscal tax year you are reporting.   

This decision was made in November 2025, however it is not yet finalized and the IRS is likely to appeal this decision. While the ruling does apply broadly to late-filing, late-payment, and other penalties accrued, the IRS has no guidance in place  at this time and there is no defined refund process.    A Form 843, Claim for Refund and Request for Abatement would have to be filed. A tax professional should be consulted to determine if this ruling applies.  

His current employer does not offer pension or 401k.  There was no w-2 from the former employer for 2025 since he left in 2024.   I do have 401k of my own, but not sure how it would know since it didn't ask about mine.  Thanks!

You'll need to check the Yes box for Are allocated community property amounts reported on this return?, and then you'll be able to make your manual entries to allocate your income items between the two taxpayers.     See also: the most recent IRS Publication on Community Property #555, if you need the official guidance for reference.

@rvandshamala When you accessed your Intuit Account and clicked on Sign & Security, your phone number should have been shown in the Sign in info box.  When you clicked on your phone number you should have then gone to the screen with your phone number listed along with options for text message, voice message or both.  The phone number that is presented should have a link labeled Change to the right of the phone number.  What happens when you click on that link?

Thanks for the info. I checked line 4b on my 1040, and fortunately, that amount is 0 for all tax returns, so I did not pay additional tax. However, line 14 from form 8606 seems to be carrying forward this cumulative amount starting year 2021, so that bumped up $25k as of 2024.   Do I have to amend the tax return for just year 2024? What if for the year 2025, I manually adjust this value to 0? Would that suffice?

You clicked a wrong answer in MY INFO.   Go back to MY INFO and click your own name.   Then go back through the screens slowly and carefully---read every screen top to bottom----there is a screen that asks if your Social Security card is marked not valid for employment---answer correctly.

Many people on this forum who think that TurboTax is not calculating itemized deductions correctly are failing to realize that their MAGI for this purpose is high enough to reduce the amount of SALT taxes that are permitted to be deducted.  This deduction phases down from $40,000 ($20,000 if Married Filing Separately) to $10,000  ($5,000 if MFS) between $500,000 ($250,000 if MFS) and $600,000 ($300,000 if MFS) of MAGI.