Where can I find other withholdings, outside of W-2 and estimated tax payments?

[random_mimi]

In Form 2210, the withholdings I entered by quarter equal my total W-2 withholdings but do not match in total due to "other withholdings". I cannot find any place where these "other withholdings" have been entered.

[VolvoGirl]

Any 1099 forms box 4.   Or do you get Social Security SSA-1099 box 6.

[random_mimi]

I checked every document entered and can't find any place that additional withholdings were entered. I reached out to TurboTax on Monday and they also searched that day and the next but could not find it. Now I am not sure what to do because the system is showing that I paid more tax than I did and therefore any refund/payment would be incorrect. I tried asking how to correct it before filing, since it is system generated, but haven't received a response yet. 

[mesquitebean]

@random_mimi 

See if this helps any:

We don't know what product you are using--Online TurboTax or desktop software.   The following info is for desktop software.

 If you are using desktop TurboTax, you can go into Forms Mode and in the left column forms list choose the Tax Payments worksheet.   On that worksheet you will see your estimated tax payments (if any), and below that is a section called "Taxes Withheld From."  In that withholding section there are about 10 lines of possible sources of withholding.  On any entry there that has a figure, you can right-click on the figure and in the popup choose "Data Source" to hopefully see where that figure came from.    So that Tax Payments worksheet may give you a clue.

[random_mimi]

I am using TurboTax online. I was on the phone with TurboTax for probably a couple of hours trying to find it and then they took in offline for the remainder of that day and into the next and could not find it.  It seems that I do not have Forms Mode in TurboTax online. I can see in Preview my 1040 that the amount in question is in line 25c Other forms. However, it is not something that I can click through and I have checked every form trying to find it. Is TurboTax Desktop something that I can access using my TurboTax Online account? In other words, do I actually have to buy another product to find this? If TurboTax support couldn't find it after searching for about a day, I am not sure how buying another product will help me find it. 

[SteamTrain]

@random_mimi 

OK...with the "Online" software....go to the left-side menu and access the Print Center.  Then save a copy of your tax return to a PDF....but choose the option to save the PDF with all the backup worksheets.  Open that large PDF file, and the Tax Payments Worksheet is in that PDF.

In that worksheet, in lines 10-to-19 you can see all of the various sources of withholding you may have entered into the software in one way or another.....look for a fishy number on any of the lines there.

______________________

Certainly, the withholding in lines 10 -to 17 "should add up to what is on the respective tax forms you have that fed into those totals.  IF not quite right, you need to investigate/edit the entries you made for the form-type listed were the withholding number doesn't make sense

___________________

...BUT....

If you see any numbers on lines 18a-thru-18c that appears to be the $$ amount you are questioning, then those might be the problem.....and can be deleted by going in the interview to:

>Federal

>>Deductions & Credits

(scroll down and expand to see all the menu of Deduction&Credits items items...if the following doesn't show up at first)

>>>Estimates and Other Taxes Paid

>>>> Income Taxes Paid

scroll down to & expand

>>>>Other Income Taxes paid in 2024

then  >>>>>Withholding Not already entered on a W-2 or 1099

and go in there to delete what amounts you may have entered there for some reason.

[VolvoGirl]

@random_mimi   See if you have Form 8959.   If you have high wages or earned income there is an extra Medicare tax on Schedule 2 line 11 which goes to 1040 line 23. That is offset with an extra amount of withholding on 1040 line 25c.

If you had Additional Medicare Tax withheld, include the amount shown on Form 8959, line 24, in the total on line 25c.   Attach Form 8959.

[VolvoGirl]

If you paid for the Online version you can ask for the Desktop download so  you can access all the forms, etc.   Do you have a full Windows 10 or Mac computer?   You need  to download the .tax2024 file from Online to open in the Desktop program.  

How to switch to Desktop....
https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-th...