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If you are using TT, and using the Step-by-Step option, go to Federal Taxes, then choose Deductions & Credits then scroll down to Estimates and Other Taxes Paid. The rest is self-explanatory.   If you also made state estimated tax payments, there is a separate section for state taxes under State Taxes, then Deductions & Credits.   Hope it helps!

@ d170m  ADDENDUM The third party I mentioned above is synnex.com.   I believe that the second email with the activation code comes from CostcoEDelivery @ esd.synnex.com That is not a contact address, however.   If you don't receive the code, and it's not in your spam/junk folder, phone Costco Online customer support for assistance.

Check your 1099-B for the cost basis of these fees. It may have already been calculated for you. There are options if not: Option 1 - most accurate -specific identification - you would pro-rate the fee based on your holdings at the time of each sale. For example: 100 shares Lot A, 50 shares Lot B means 2/3 fee from Lot A and 1/3 from Lot B. That is a lot of math for 12 months of fees. Option 2 - First In First Out - the default method for securities. Attribute all the fees to your oldest shares first until they are all sold. Easy to track purchase date and cost basis.   Once you have your totals, you can add them together and just enter one line for the fee sales summary and use either various or oldest lot date along with sold date of 12/31/2025.

You'll need to mail the return. The 2024 e-file is closed. Rejection is not the same as amending to correct something. Rejection means the IRS never got it, so there is nothing to amend.    if your return is complete, you'll need to pay any TurboTax fees before you can print it.   If incomplete, you'll need the 2024 desktop to complete it  you can upload the started return from your online account, so you'll be able to use what's already completed or start from fresh - no upload.   https://turbotax.intuit.com/personal-taxes/past-years-products/ .  

First question: did you receive Healthcare coverage?    Find the Healthcare Insurance Marketplace from whom you purchased your coverage, look for the form and download it. Or call them and request one.   Hope this helps!

I assume this is an excise tax penalty caused by a missed or incorrect Required Minimum Distribution. If you made the correct RMD, then it's possible the interview questions were answered in a way that makes the program think you didn't take your full required amount. Go back to the 1099-R entry and carefully review the RMD section to confirm that the full required RMD was taken in 2025.     For more information, see  Publication 590-B (2025), Distributions from Individual Retirement Arrangements (IRAs)  

@ d170m  TurboTax from Online Costco is license activation code.   By "shipped", it comes in email; maybe a better choice of words for them to use would be "fulfilled".   Did you get a second email with the license activation code?    The email with the activation code comes from a third-party company--not from Costco--who handles the software distribution for Costco.   It should come in 30 minutes to 2 hours after purchase.  See if that second email ended up in your email's spam/junk folder.     Once you receive the code in the second email, here's how to download the installation file:   FAQ:  Getting started with desktop TurboTax https://ttlc.intuit.com/turbotax-support/en-us/help-article/license-information/install-turbotax-cd-download-software-license-code/L1wFOSXur_US_en_US

Thanks for coming back on this Robert; I’m going to reach out to an expert next week.  The initial change was the filing status, but I know I’m also now required to move an excess contribution from my Roth to a Traditional IRA. Once I speak to fidelity I’ll circle back offline. Initially the sections were available to click through but now they’re no longer accessible.   I’ll be sure to let the wider audience know of the outcome in case they’re experiencing similar issues. 

I'd like to get a proper ETA on form TP-726.7. As mentioned by many in multiple threads (including the ones in the French forum), many of your customers have been ready to file their taxes for days / weeks and even with today's update to the Desktop version, we still can't send in our taxes.

No.  Just report the amount of your box 1 dividends multiplied by the % of government obligations.  Short-term capital gains in a mutual fund are reported to shareholders   on Form 1099-DIV (Box 1a) as ordinary dividends, not capital gains. Long-term capital gains are reported as Capital Gain Distributions.  Supplemental information for mutual funds that provide the percentage of income from government obligations typically report that amount separately for dividends and distributions (if applicable).  

if you were not covered by Helathcare.gov/ACA/Obamacare yoiu won't get one. In that case, you answer no to having that coverage. If you did have coverage, you'll have to get a copy of the form from its website https://www.healthcare.gov/tax-form-1095/