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It's not an estimated  tax penalty. It's an estimated tax   penalty   IRS requires you to establish your Required Annual Payment for the year and pay as you go. Failure to do so can result in penalties The penalty calculation is presented in the IRS documents on the IRS website.   If you don't trust the TurboTax calculation, there is an option to pay zero on 1040 and have the IRS calculate the penalty.   @Dlyth33 

ThomasM125 Thanks for responding, I saw the info you provided and I agree. I also take a credit for taxes on our Oregon return for the state of New Mexico, from a rental property. So taking a different state (Arizona) personal property tax fro a park model/mobile home as stated in my original post won't create a problem with the credit for New Mexico taxes? Thanks

When you enter your W-2 follow the steps below and you will achieve the accurate results.   The results are good and here they are!  Enter the amount of wages in box 1 (as if they had been placed there) > finish the W-2 screen Continue to 'Let's check for other situations' > check the box next to 'Nontaxable Medicaid waiver payments that qualify as difficulty of care payments' Continue > 'Let's check your Medicaid waiver payments' > Check the boxes 'All of it' and 'No' Preview your return to look at the following lines: Schedule 1, Line 8s you will see the negative adjustment carried to Line 9 on the 1040. From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.) Select Tax Tools On the drop-down select Tools On the pop-up menu titled “Tools Center”, select View Tax Summary  On the left sidebar, select Preview my 1040  For TurboTax Desktop, change to 'Forms' and review the forms.             @CompleteNoob 

No.   You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.    https://myturbotax.intuit.com/   Start a 2025 return online and enter some personal information  so that the menu on the left opens up and lets you access your past year returns.   https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/27010     https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m5y4ch1y   Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx Account Recovery   https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/find-last-year-tax-data-file-tax-file-computer/L0XJvPaJr_US_en_US   https://ttlc.intuit.com/turbotax-support/en-us/help-article/data-systems/find-tax-data-file-mac/L4VNGm33S_US_en_US?uid=m6guhab0   You can get a free transcript from the IRS or for a fee of $30, an actual copy of your tax return. https://www.irs.gov/individuals/get-transcript https://www.irs.gov/pub/irs-pdf/f4506.pdf       SAVE YOUR TAX RETURNS ! EVERY year before mid-October you should save a copy of your tax return as a pdf and print a copy of it for your records.  That way you will not be searching online frantically when you need it for a lender, FAFSA forms, your next tax return, etc.    https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m6guj526   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-2021-turbotax-online-return-pdf/L8dHfRkpT_US_en_US?uid=m78eb8pc In order to transfer a past year return to the new return you need the tax file   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/save-turbotax-online-return-tax-data-file/L4xwOG3LF_US_en_US?uid=m6guk3xl   NOTE:  TurboTax and the IRS save returns for seven years.  Returns older than seven years are purged.    

Only you can access your online tax return. See this TurboTax support FAQ for how to view all of your TurboTax accounts - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/many-intuit-accounts-turbotax/L9aVfKS1Z_US_en_US?uid=ll5g6zcx   To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/ Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)   If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.   Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript   For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf

How long ago was the e-file accepted?     https://turbotax.intuit.com/tax-tools/efile-status-lookup/    Sometimes people get confused by the “summary” given by TurboTax and use the wrong amount for the federal refund.  Make sure you are only using the federal refund amount, and not an amount that combined your federal and state refunds.     Your federal refund amount is on line 35a of your Form 1040   https://www.irs.gov/refunds  

The reporting of a direct 401(k) rollover to IRA with the correct amounts showing on Line 5a was resolved with a recent update. Here are the steps to take to ensure the correct amounts appear on your tax return:   First, delete the current Form 1099-R and the IRA Information Worksheet:   On the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then Delete a form (Usually the third option down) Scroll down to delete the IRA Information Worksheet and the  Form 1099-R   Next, re-enter Form 1099-R:   Click on Income Scroll down to IRA, 401(k), Pension Plan...(1099-R) and click Review/Start Select +Add a 1099-R, Enter a different way, then Type it in myself and make your 1099-R entries   To verify the information is correct:   On the left panel, click on the down arrow to open more options You may have to scroll down a little to view the Tools option below Click on Tools, then View Tax Summary from Tools Center (Usually the first option) Select Preview my 1040 from the left hand panel, located above Tax tools Scroll down to Line 5a to confirm the Rollover box is checked and the correct amount is showing in Line 5a (and not in Line 4a above)

First, make sure your software is fully updated, and then try again by selecting State Taxes from the menu.   If the manual updates do not resolve the issue, there are some general FAQ troubleshooting practices for issues with TurboTax Desktop: To make sure TurboTax runs smoothly: Make sure your computer meets the minimum system requirements. Make sure you have administrator rights on your computer and TurboTax is running as administrator: Right-click the TurboTax icon or setup icon and select Properties. In the Compatibility tab, select the Run this program as administrator box and select OK. In the Control Panel under Internet Options, add https://*.intuit.com to Trusted Sites. Set security level to Medium. Turn off antivirus software and Windows Defender. Add TurboTax Desktop to your allowed apps in Windows Defender. Clean up and defragment your hard drive. Run Windows Update to keep your computer up-to-date. Update your computer's hardware drivers. Update your security software for firewall, virus, and spyware protection. Make sure you're the only user on your computer running TurboTax. If you're not, switch users and sign out of TurboTax from the other account. If you can't do that, shut down your computer and try again. (Error: 70001) Alternative steps for Mac users.   You can also uninstall and reinstall your desktop product (this has worked for some users). *Make sure that you save and back up your file (you do not want to lose any data - See: How do I back up my tax file in the TurboTax Desktop software?   If you use TurboTax Online, you can try these troubleshooting tips:   Check ‌your browser's settings. (Clear your Cache and Cookies) Here are the official instructions for the most popular browsers: Google Chrome Mozilla Firefox Microsoft Edge  Or, Try using a different web browser to login and complete your entries.  If you are using the phone/tablet app, try changing to laptop/computer if possible. If you do not have access to a computer, switch to a web browser within your phone or tablet, and sign in from there. 

If your payroll department utilizes one of the TurboTax import partners you should be able to import the W-2.  However, you will need to know the EIN, the amount in box 1 of the W-2 and the Control Number in box d of the W-2 to import.   See this for importing a W-2 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US

 If your employer is partnered with TurboTax to allow the W-2 data to be imported into the software you can do that---but you need the actual W-2 so that you can enter the EIN and the amount from box 1 to import the other data from the W-2---which just saves you the little bit of keying in of the other information.   W-2's come from your employer, and they have until January 31 to issue it.  Some employers allow you to import the W-2 through the software, but for security reasons you still need information from the actual W-2 to import it. Some employers have payroll sites that will have your W-2. You might need to phone, text, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.     Every 2025 W-2 that you received must be reported on your 2025 tax return, even if they are for small amounts.  Remember that each one of those W-2’s has your Social Security number on it, and that income was reported to the IRS by the employer.  You do not want trouble with the IRS for under-reporting your income or have your refund delayed by having missing income.   ALL of your W-2’s must be entered on the SAME tax return.     Go to Federal>Wages & Income to enter a W-2. After you enter the first one, you click Add Another W-2.     https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-forms/get-copy-w-2/L8FTim9MO_US_en_US?uid=m68ee4os   https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-enter-w-2/L55HzdeDr_US_en_US?uid=m68efe36   And….SAVE YOUR OWN W-2!  TURBOTAX DOES NOT SAVE IT FOR YOU.  TurboTax will not have a copy of it in your account and will not have an image even if you snapped a photo or imported it.  It is up to you to save it for your own records as stated on the back of the W-2.     

And for SS taxable.   Starting in 2024 there is a new question asking if you lived in a foreign country. People were answering it wrong or skipping it. Go back through the Social Security entries and check, check for each spouse if married. If the IRS adjusted your return you do not need to amend. Check the top of the Turbo Tax Social Security Worksheet. There is a box to check if you lived in a foreign country.  

At least for Idaho filers, I found that going into the forms directly and modifying the calculation for line 14 works to correct this issue and does not block electronic filing. It is obviously up to you on whether to try this or wait for Turbo Tax to complete their updates.   (1) Go to View -> Forms (2) Select Idaho Form 40 (3) Go to the worksheet for line 14 - "State And Local Income or General Sales Taxes Worksheet" (4) Override line e in the worksheet to match Federal Schedule A, line 5e (5) Double-check that the calculation matches the Idaho instructions   This is obviously a work-around, so, again, your call on whether to try this or wait.