How can I enter Social Security and 1099-R information to get more accurate estimated taxes for 2026?

Forum|Forum|3 months ago
April 10, 2026
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TurboTax Online

DawnC

Level 15

You can go through the W-4 and estimated taxes interview in Other Tax Situations. You can include those amounts on the Other income and losses field on the screen titled Enter the Investment Gains, Other Income and Losses your expect in 2026. This line is for income and losses from these sources:

- Interest income

- Dividend income

- Retirement income

- Taxable Social Security benefits

- Income from S corporations, estates and trusts, and partnerships (but not partnership self-employment income)

- Rental properties (or your allowable losses from rentals)

- Any other miscellaneous taxable income or loss you expect to have next year

Can TurboTax calculate next year's federal estimated taxes?

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