Estimates and Other Taxes Paid (in TT) - Other Income Taxes

[squidlady]

Under "Personal - Deductions and Credits" - one of the topics is "Estimates and Other Taxes Paid".  Below that is "Other Income Taxes". The software shows last year's and this years numbers for comparison purposes. I want to find out more about the amount shown for this year. When I click on the topic, whether "visit all" or each topic, I am not taken to where these amounts are entered or shown in the software. Last year's is shown as about $24k, and this year's as about $17k. This is a significant difference and I do not understand it.  I thought/hoped  that clicking on "Update" would take me to where these numbers come from (or are generated from) but when I click, I am just taken to "Payments with Extension", "2018 Refund Applied to 2019", and "Other Income Taxes paid in 2019" - all of which are blank! No useful information at all.

 Where does the $17k/$24k I mentioned above come from, how can I find it in the software to make sure it is correct? I am concerned about the large difference I mentioned above, as my income is quite similar to last year's and the only major difference I can find in comparing last year's to this year's is this amount, and I cannot even figure out where this amount comes from. 

I hope this is clear. Unless there was a major change in the tax rate for my bracket, there is a $7k difference between this year and last year, in the mysterious "Other Income Taxes" and I need to try to find it to make sure it is correct, how it got there, etc. Thank you.

[KathrynG3]

It depends, but yes, you are in the right place to adjust the estimates.

• From  Estimates and Other Taxes Paid, click Estimates
• Estimated Tax Payments click Federal estimated taxes for 2019
• Did you pay estimated taxes in 2019? Yes
• How much did you pay in federal estimated taxes? Here, you can adjust your entries

Yes, you are correct, Other Tax Situations would not help much. It is for setting estimates for 2020. 

[squidlady]

Hi and thank you. Sorry I wasn't clear. Did NOT pay estimated taxes either year!

Again - the amounts I am asking about are in the "OTHER INCOME TAXES" line. Last year was about $24k and this year was about $17k. Where do these numbers come from and how can I review them?

[ColeenD3 · Accepted solution]

See this answer from ReginaM.

The Other Income Taxes summarizes ALL of the taxes you have paid either directly or through withholdings on Forms such as W2s, 1099s, etc for both your federal and state returns.  For example, that number would include both of your Federal and state withholdings from your W2s.  It can also include local taxes, refunds applied to this year's taxes from a prior year, balances due from prior years that were paid in this year, and payments made with any extension you might file.

While it shows under Deductions and Credits, it’s actually just a summary number and not necessarily related to any particular deduction .

[Gary-xxx]

Forgive me for high-jacking this but I too have an issue with this Estimates and Other Taxes/Other income taxes. I AM  self employed - all of my income, I do pay estimated taxes. And there is a value here that I have no clue where it comes from. Although I want you to help me do my taxes I NEED TO and WANT TO know where value come from! WHERE DOES THIS VALUE COME FROM? I don't have "other income" other than my business income - I DO file estimated state and local taxes. I did not get a refund from state last year. I did not apply part of my refund to this year. WHERE does this number come from? I really seriously don't like it when you put numbers in that I haven't a clue where it comes from and your generic description helps me zero. 

[VolvoGirl]

Here's some info.  Hope it helps.

Other taxes could be any of the following:

Self-Employment tax

Unreported SS & Medicare tax

10% Early Distribution of Retirement plans penalty

Advance EIC from W-2

Household Employment tax

Etc.

State and local taxes paid are:

-any state withholding from your paychecks, retirement checks, unemployment checks, etc.

-a state tax due (for any year) you paid last year

-any state estimated tax payments you made during year including an overpayment applied from last year

-any local taxes withheld on your checks like SDI in box 14 or 19 on your W2

You might be able to click on the amount and see.

If you are looking at a review or summary screen, those lump a lot of stuff together. So look at the actual 1040 return and actual schedules and make sure they are correct.

[Gary-xxx]

Well... thanks for trying ... but this is just more generic information. I need to know WHERE it is coming from! The program is filling it in - it should NEVER fill in data without leaving me a means to find out where it came from whether it be an actual entry on an actual TAX FORM or on a worksheet. Clicking on the amount shows me - another generic form giving what it could be.... that doesn't help me because as far as I know none of those things (nor what you've offered up here) apply! I need someone from TT - someone that KNOWS that can tell me. (I'd LOVE to be able to do a CHAT with someone at TT/Intuit in the know - seems the $120 or so I paid for this program isn't enough to support that any more). 

[DaveF1006]

Please use this link to  Contact Us to get a phone number to contact live help.

[techniq]

Thanks for telling Intuit off about this.  I wasted about 2 hours trying to figure this out, and it is entirely and unnecessarily misleading.  You would think this would generate so many questions that Intuit would invest a few minutes in creating an explanation.  "Learn more" gives you the trees, but not the forest.  It also seems to be irrelevant as explained in a different post.  It is a useless statistic.  If they must include this information, it should not be under "Deductions and Credits" because it has nothing to do with either deductions or credits.

[CarissaM]

Are you encountering a specific error @techniq ? You are commenting on an old thread so we want to ensure we provide you up to date information. 

[RYANG128]

I need to know why this is automatically generating.  Last year this section did the same thing and I ended up getting screwed and the IRS said I still owed money for extra income.  Can it be changed?

[CarissaM]

This would be best to follow the instructions here to contact us by phone, so we can look into this further. @RYANG128

[VolvoGirl]

@RYANG128   What is your the same situation?  Please give details.  What section?