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Level 1
posted Jan 23, 2024 8:55:44 AM

How does Turbo Tax calculate underpayment penalty?

Hi,

 

I knew there is a safe harbor to avoid an underpayment penalty is to:

 

Aim for "100 percent of your previous year's taxes." If your previous year's adjusted gross income was more than $150,000 (or $75,000 for those who are married and filing separate returns last year), you will have to pay in 110 percent of your previous year's taxes to satisfy the "safe-harbor" requirement.

 

My question is:

How do I let Turbo Tax know my previous tax?

 

Thank you in advance for your assistance!

 

Regards,

Avon

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1 Best answer
Level 15
Jan 23, 2024 8:59:45 AM

Click on Federal Taxes (Personal using Home & Business)

Click on Other Tax Situations

Under Additional Tax Payments

On Underpayment Penalties, click the start or update button

4 Replies
Level 15
Jan 23, 2024 8:59:45 AM

Click on Federal Taxes (Personal using Home & Business)

Click on Other Tax Situations

Under Additional Tax Payments

On Underpayment Penalties, click the start or update button

Level 15
Jan 23, 2024 9:13:48 AM

@avonhsu424 if you used Turbotax in 2022, that information should have been imported when  you started 2023. you do have to be in the same account as 2022

 

Level 1
Jan 23, 2024 10:07:39 AM

Hi @Mike9241 ,

 

I have two Turbotax accounts. How do I figure out what account I used when filing 2022 tax in Turbotax? I used a desktop version (premier on Mac) for filing 2022 tax.

 

Thank you!

 

Regards,

Avon

Expert Alumni
Jan 25, 2024 7:25:42 AM

This will help: Access your TurboTax Account, there is also a link at the bottom of this article that might help - I received an email about using different TurboTax accounts