goulddouglas
Level 1
03-06-2021
05:23 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Need toroll over only a portion of refund to 2021
Labels
itonewbie
Level 15
03-06-2021
07:40 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
- Navigate to Payments, Penalties & Extensions > 2021 Estimated Payments > 2021 Estimated Tax (1040-ES, W-4, W-4P) > 2021 Estimated Tax (1040-ES);
- Under STATE, on the line for CA, select the appropriate option for Apply overpayment to 2021; and
- Under STATE, on the line for Amount of overpayment to apply to 2021, enter the amount of refund that your client would like to apply to CA's ES-tax and select CA from the dropdown on the right.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar