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weeblewobbles
Level 3
March 16, 2026
Question

calculate 2026 estimated taxes using the expanded worksheet

  • March 16, 2026
  • 1 reply
  • 0 views

Hi, client retired in 2025 but I need to change the income from wages to retirement income but the expanded method calculations dont seem to work to change the income source to SSA and 1099R on the federal worksheet.  How can i get the expanded caluculations worksheet to work?  Simple method seems to work when I put a dollar amount in 2026 wages..  Its under payments , 2026 estimates

1 reply

George4Tacks
George4Tacks
Level 15
March 16, 2026

All the entries in the expanded method as ADJUSTMENTS, which means you need minus the wages (and withholding)  and plus the pension and plus the social security. I just did a quick test and it seems to work. 

Answers are easy. Questions are hard!
    W
    weeblewobblesAuthor
    Level 3
    March 17, 2026

    Thank you! This worked

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