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Nevermind!  I worked it out.   Took all my income as adjusted on the 1040.  (W2, Interest, Dividends, IRA, SS etc) I reviewed when that income was earned.  I compiled those figures in the appropriate date column. The sum of those figures equated to my AGI.   All good.  No more penalty. (Posted this for the next person that might have trouble with this Annualized Income situation.)

TurboTax Home & Business does support entering Form 1099-PATR. When you get to Your Farming Income and Expenses, you can enter your 1099-PATR info in Livestock, grain, produce, custom work, co-ops, which is listed in the Farm Income section. You don't see it in the list of Forms in Forms Mode because it is not a form that TurboTax has produced, but one that you use to make entries in TurboTax.   See this TurboTax help article for more information.   @sprouty   

Yes, based on the facts provided, you are eligible to claim the Residential Clean Energy Credit on your 2025 federal income tax return.    For tax purposes, the placed in service date is the criteria for eligibility, which the IRS defines as the taxable year in which the installation is complete and the system is ready and available for its specifically assigned function.    Since your array was fully installed and actively generating power for onsite battery storage in December 2025, it achieved operational status within that tax year regardless of the pending utility provide approval. 

In TurboTax, Form 1099-S is used for reporting proceeds from real estate transactions, while Form 1099-B is for stocks and investments sales. If you select 1099-S but the program shows 1099-B, it usually means TurboTax combines or routes you through the investments area where 1099-B entries are made. To properly enter a 1099-S: 1. Go to the Federal Taxes section, then to Wages & Income. 2. Scroll to the section for Other Common Income, and look for the option to enter Form 1099-S (often labeled as "Proceeds from Real Estate Transactions"). 3. Enter the details from your 1099-S form as prompted. Don't enter your 1099-S under the stock or investment section, which is for 1099-B. Entering it under the right section ensures correct handling of your real estate proceeds.

This error occurs because TurboTax has identified a special tax credit, payment, or adjustment on Line 76 of your California Form 540, but the specific "code" or "description" required by the state is missing. Line 76 is a "catch-all" line for Other Payments. It is typically used for things like  Real Estate Withholding, Resident and Nonresident Withholding, or Excess SDI if you had two or more employers and overpaid your State Disability Insurance.   If using TurboTax Online:   Go to State Taxes > California. Navigate to the "Credits and Taxes" or "Take a look at California payments" section. Look for any entry related to Real Estate Withholding or Withholding from a K-1/Form 592. Ensure that the Description field is not blank. If it asks for a "Reason" or "Type," select the one that matches your situation (e.g., "Real Estate Withholding").

This would explain my experience: TurboTax (desktop) correctly said I had the option of using my 2025 tax liability (yes please), but then concluded I did not need to make a payment. I did not understand why that would be. I am now doing it manually and do owe a payment. 

@rajeshlhegde ,  1. if the prop was never used as income property during your holding period and therefore there is no depreciation to deal with, and the US filing shows a loss , there is NO US tax  since there is no positive foreign income to deal with.  Thus there is NO Foreign Tax Credit available for the  tax year. 2. I don't know what happens  if you have TDS but you never file a return  --  as in UK does it become final or what .  I suspect there is a small possibility that if  your CA  finds that  the older system of  indexed valuation and  tax at 20% reduces the  final tax, you reduce your overall tax situation  ( at the additional cost of CA filing  the return ). But note that no matter what you do there is no FTC --- so it is just any possible reduction in Indian tax outlay. 3. The  LTCG in India for real-estate  for years  had been indexed i.e. basis indexed by CPI and the  diff then taxed at 20% Cap Gain. The current  system is  like the US -- no indexing of basis and cap gain taxed at 12.5%.  But I though the transition period  is till 2025-2026 tax year. 4.  Also since your TDS was at 12.5%, there is probably not much chance of  ITR being different and the CA may be reluctant to spend time and try.  Plus there is no US FTC available.   Is there more I can do for you ?   Namaste ji

It depends on the model. While most hybrids will not qualify for a federal tax credit, if you have a new-to-you 2020 Toyota "Prime" model, it does qualify because it is a plug-in hybrid (PHEV). Standard hybrids are not classified as "clean vehicles" for the credit.   If you do own a 2020 Prius Prime or RAV4 Prime, you may be eligible for the Used Clean Vehicle Credit, which covers 30% of the sale price up to $4,000. To qualify, you must have purchased the vehicle from a licensed dealer for $25,000 or less. Additionally, the vehicle cannot have been sold to another "qualified buyer" since August 16, 2022, meaning you generally must be the first person to buy it as a used car under these specific tax rules for the credit.   If you purchased or entered into a binding contract on or before September 30, 2025, you can claim the credit on your 2025 tax return if you meet certain income criteria (MAGI must be $75,000 or less for a single, $112,500 or less for head of household, and $150,000 or less for joint returns). Otherwise, the credit is no longer available.

Si aún no has presentado tu declaración de impuestos, puedes actualizar la información de tu depósito directo en TurboTax. Para actualizar tu información bancaria: 1. Ve a la sección Archivo. 2. Selecciona Iniciar o Revisar junto a Paso 2: Tu información de reembolso/pago. 3. Elige Depósito directo e ingresa los números correctos de ruta y cuenta bancaria. Si ya presentaste tu declaración y fue aceptada, el IRS no permite cambiar la información de depósito directo por razones de seguridad. Si la información bancaria es incorrecta, tu reembolso podría enviarse con un cheque en papel. Asegúrate de verificar dos veces los números bancarios al ingresarlos para evitar problemas.

note if you enter this as a "sales summary" it will trigger a need to mail details to the IRS with Form 8453, your Form 8949 will say "see attached statement".  if you enter these sales instead as "one by one" with the details and any updated costs basis, this mailing need goes away.

Yeah I am totally sure, especially and number is exactly the same as what I filled this year. I do also suspect because I fill it wrong at first, then change later, the previous selection was stuck and not able to update in the back. I am thinking about removing all parts that relate to it, and restart😅

The "Deductions & Credits" summary page in TurboTax often displays the sales tax amount as a placeholder, even if it is not the deduction actually being used on your return. You can check if the State and Local Income Tax is being used for your deduction by following these steps: In TurboTax Online, go to Tax Tools > Tools > View Tax Summary > Preview my 1040. Look at Schedule A, Line 5a. If it shows your larger income tax amount, TurboTax is filing correctly. In TurboTax Desktop, switch to Forms Mode (top right) and open Schedule A. Check if Line 5a (State and local income taxes) is populated with the correct amount.   

Enter all of your itemized deductions on your federal return. TurboTax will use the standard or itemized deduction that is better for you. Sometimes it is better to use the standard deduction for federal and the itemized deduction for the state return. TurboTax will figure that out for you.