To enter as Other Income, here are the steps: Sign in to your account, select Pick up where you left off To the right upper corner, in the search box, type in "other reportable income" and Enter Select Jump to other reportable income Next screen, Other Wages Received, select No to continue Next screen, scroll down all the way to the bottom, under Other reportable income, select Start Next screen, Any Other Taxable Income? select Yes to continue Enter a description and the amount. ... View more

You will need the printed/pdf version of your tax return. You are looking for Federal Information Worksheet. It will show the date if you selected one. Otherwise, the default date is the due date of the return. 07/15/20 this year.    Here is an article that will help you print/pdf your tax return.  ... View more

CA Form 3554 is for New Employment Credit. If you are claiming this credit, you will need to enter the ID of the claimant. If it's you, then your SSN. If it's an entity, then either federal EIN or CA corp ID.    If you do not need this form and are not claiming this credit, you can delete it. Use the Help Article to see the steps.  ... View more

You will need either the Self-Selected PIN (an IP PIN if you were issued one by the IRS) or your 2018 AGI.    Try it with the PIN. If it doesn't work, you can always request a transcript from the IRS and see what 2018 AGI amount they show for you. It's easy and fast. Use this link.  ... View more

The best way to make sure that your imported information made it to the tax return is to look at the actual tax return. You have two options:   1) A limited view. Under Tools, select View Tax Summary. Then Preview my 1040.  Do you have a value on line 6? 2) Even better, click on Print Center and review your return in pdf. The gain or loss from security trading will be on line 6 of your return. You can also take a look at Schedule D or Form 8949 for details.    "Needs review" might show because your browser needs cookie, cache, and history cleaning. If you went through the entries and all looks good and your actual return shows everything correctly, you can move on to the next step.  ... View more

Since you are using TurboTax Online version, the system automatically saves all your entries. You can Sign out at any time and come in to continue whenever you are ready.  ... View more

Under Deductions & Credits.   Scroll down to Estimates and Other Taxes Paid. Then click on Estimated Tax Payments.    It will give you an option to select State estimated taxes for 2019. When you get to How much did you pay in state estimated taxes? screen, at the bottom you will see "Add another payment". Click on it. Select your state, date paid, and the amount.      ... View more

Pension and annuity distributions are usually made to retired employees, disabled employees, and in some cases to the beneficiary of a deceased employee.   See more about it here.  ... View more

The IRS takes 30 days to respond to your Installment payment application. If the return is filed after March 31st, it will probably take longer.    Although you are no required to make a payment with the voucher, the IRS recommends that you pay as much as possible and as soon as possible to limit the penalty and interest charges. That is the purpose of the voucher.    Eventually, after the IRS has processed your application, you will be able to see your balances and payment history by logging into your tax account.  ... View more

It will be under Other Tax Situations.    Scroll down to Other Tax Forms. Then Form W-4 and Estimated Taxes.    The first question will be about W-4. If you say no, it will take you to Estimated Taxes 2020.  ... View more