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Yes, you can reduce or eliminate quarterly estimated tax payments if your spouse’s paycheck withholding is high enough to cover the combined tax liability for both incomes. Since you file jointly, the IRS treats all withholding and estimated payments as a combined total, allowing you to use one spouse's withholding to cover the other's tax liability.

You were robbed like me. I was shown a $40 charge but it turned out to be $138. Turbo tax denied my request for refund. I can’t feel safe with this company having ALL my information! I’ve been a customer since 2021 but it ends now! 

@Scott_A_R try creating a new user account and do the installation/activation there.  If that works it's not an ideal way to run it but may help eliminate some basic issues with your HW and point to something in the user account (what that is I don't know).   You can also try rebooting in safe mode and see if you can activate it that way, but I have not tried this, not sure what happens when you reboot again in normal mode.   Sorry bit vague but these two things are usually recommended on Apple forum when having app issues.

You can add TurboTax Audit defense while you are filing your return in the File section.  You will be asked to add Audit Defense as an additional service before you finish your return.    If you already filed you can check to see if you have the service you can login to your TurboTax account, select the year you want to check under Your tax returns & documents, and choose to View order details. If you have PLUS, Max Benefits, or Premium Services listed, then you purchased Audit Defense. In TurboTax Desktop, it’s called Audit Defense for TurboTax Desktop.   TurboTax Audit Support Center

Download the PDF print document of each dependent's tax return and then Ctrl + F search for "8615" to pull up the form: To see or print a PDF of your tax return, select your product and follow the instructions. TurboTax Online Open or continue your return. Select Continue or Start on Tax Home to enter your return. Select Tax Tools from the menu. Select Print Center, choose Print, save, or preview this year's return, and follow the instructions. If you haven't yet paid your TurboTax Online fee (or registered, if you're using a free version), you'll need to do so before you can save the PDF. TurboTax Desktop Open or continue your return. Select File. Select Print/Save for Your Records. Choose to either Save As PDF or Preview Print Copy. See also:  IRS - Form 8615 IRS - Form 8615 Instructions

Hi Amy,   Yes, please consider this issue is closed. I Followed through your response and as long as I was inputing both 1a and 1b I was ok.    I was confusing myself and all you guys with instructions for 2b which did not apply to me anyway.   Sorry for my confusion and thank you all for your response.   Ramesh  

Hey no apologies needed!  Certainly not your fault and I sincerely appreciate all your help and work with TT on my and others' behalf!  And thanks for the cooler weather wishes--it's 25 degrees above normal and way too early in the year for triple digits!

Unfortunately, you won't be able to resolve anything account-specific in a user community forum.  You'll need to phone TurboTax Support to ask them how MVB (Credit Karma's bank) became involved and how you ended up with an account there.   I left contact info above.   Also ask them what should happen next, or if you need to actively withdraw it from MVB.  While you have them on the phone, also ask them how to contact the relevant department at MVB in case you need it.

It depends. There's no apparent reason this needs to be completed when you don't have mortgage interest. You should delete Form 1098 if it shows up by using the information below. Be sure to close your return after you delete this form, then proceed to clear any background debris before continuing to complete your return.    Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here. Close your return, then try clearing the cookies and cache.   It handles many issues that seem nonsensical on a regular basis with online activity. Watch to be sure you are selecting 'all time' as example.  Do not use selections like 'last hour' for those browsers that give  you options. How to clear your cache Once this is complete open your return and try again.   If you are using TurboTax Desktop, save your return, then at the top select Online, then Check for updates.

No, you should not conduct any nonbusiness activities in your designated home office space in order for it to qualify for the home office deduction. As explained on this IRS webpage:   Generally, there are two basic requirements for the taxpayer's home to qualify as a deduction:   There generally must be exclusive use of a portion of the home for conducting business on a regular basis. For example, a taxpayer who uses an extra room to run their business can take a home office deduction only for that extra room so long as it is used both regularly and exclusively in the business. The home must generally be the taxpayer's principal place of business. A taxpayer can also meet this requirement if administrative or management activities are conducted at the home and there is no other location to perform these duties. Therefore, someone who conducts business outside of their home but also uses their home to conduct business may still qualify for a home office deduction. In addition, your deduction for business use of your home may not exceed your business net income (gross income derived from the qualified business use of the home minus business deductions).   If part of your deduction exceeds your net income for this year, TurboTax will carry the excess over to next year in case you have a larger net profit and can use the rest of the deduction.   Please see this TurboTax article and IRS Publication 587 for more information on the deduction for business use of a home.  

Any reasonable method will be appropriate, just keep the details with your tax records should you need it later. How do I use the Fair Market Value (FMV) tool to enter donations in both TurboTax Desktop and TurboTax Online? The value of clothing, books, etc. can be found using various methods. For examples see the links below for a guide to assist. Salvation Army Donation Value Guide Valuation Guide for Goodwill Donors @drshrinker  @billy999 

Yes. It appears that you may have entered the data incorrectly. If you entered $18,209.14 for Act2 as well, then it will add the missed $2,564 to the $18,209.14, causing the incorrect amount. Note: use rounded numbers instead of cents. For amounts under .50, round down (e.g. 18,209) and amounts .50 and over, round up.    The good news is that it will be easy to go back and make some revisions to your Form 1099-R entries. Here's how:   In step-by-step Mode, go back to Wages & Income in the Federal section of your tax return Select Update to the right of Retirement Plans and Social Security Select the pencil to the right of your first Form 1099-R to edit your entries When you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD ($18,209) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "Some of the distribution applied...($15,644)", Continue Next, you will be asked, "Did you take out the remaining $ during the correction window?", Select, "No, I did not", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Select the pencil Next, you will see, "Did you miss taking the...RMD...?", Select Yes, Continue Enter the amount of the RMD (that you should have taken) when you reach, "Tell us the Total RMD...", Continue Select "No", when asked, "Did you take a corrective distribution...?", Continue Do you want to request a waiver, select, "Yes", Continue Next, enter the amount of your RMD (2,564) for which you are requesting the waiver, Continue Next, enter an explanation, Continue When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)   The above steps will correctly calculate the missed RMD as $2,564 for this Form 1099-R distribution, as well as Form 5329 to request a waiver.    Now you can edit the second Form 1099-R where you did take your RMD by doing the following:   In step-by-step Mode, go back to Wages & Income in the Federal section of your tax return Select Update to the right of Retirement Plans and Social Security Select the pencil to the right of your first Form 1099-R to edit your entries When you reach, "Let's get more information about your Required Minimum Distribution (RMD)", enter the amount of your RMD ($37,035) that was due by December 31, 2025, Continue On the next screen, "How much of this distribution applied to your December 31, 2025 RMD?", select "The entire distribution applied...", Continue When you reach, "Review your 1099-R summary, Continue (not the pencil) When you reach, "Let's go over any required minimum distributions (RMD), Continue (not the pencil)   The above steps will correctly let TurboTax know that your RMD for this account was 37,035 and your entire distribution of 37,036 was your RMD.   If you notice the calculations are still not correct, you may need to delete your Forms 1099-R and Form 5329 and then re-enter your Form 1099-Rs.