topic Re: Using the annualized income method in Get your taxes done using TurboTax

Using the annualized income method

NH56 — Wed, 11 Feb 2026 04:56:37 GMT

To enter my qualified dividends while annualizing for underpayment, the Net Capital Gains page only shows 3 quarters and they end on 8/31/2023. I have qualified dividends in September and December. How do I enter those? Thank you!

Re: Using the annualized income method

Mike9241 — Sun, 31 Mar 2024 02:44:11 GMT

9/1 to 12*/31 is the fourth quarter and the numbers should match the tax return for the whole year. doesn't Turbotac d the $th quarter automatically?

Re: Using the annualized income method

NH56 — Mon, 01 Apr 2024 19:14:50 GMT

I would think I need to enter the 4th quarter dividends while using the Annualized Income Method. This section on Turbo Tax doesn't include the 4th quarter. I'm stumped!

UPDATE: The section of TT I'm in is the Net Capital Gains of the Annualized Income Method. It only allows me to enter my qualified dividends to 8/31/23.

Re: Using the annualized income method

AmyC — Fri, 05 Apr 2024 19:13:48 GMT

The program knows if you had $100 in dividends and entered $75 for the first 3 quarters that the 4th quarter has to be the remainder of $25. You do not need to enter all 4 quarters in the program.

Re: Using the annualized income method

NH56 — Sun, 07 Apr 2024 21:58:48 GMT

Thank you!