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How do you adjust California refund amounts?

goulddouglas
Level 1
Need toroll over only a portion of refund to 2021
Labels (1)
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1 Reply 1
itonewbie
Level 15
  1. Navigate to Payments, Penalties & Extensions > 2021 Estimated Payments > 2021 Estimated Tax (1040-ES, W-4, W-4P) > 2021 Estimated Tax (1040-ES);
  2. Under STATE, on the line for CA, select the appropriate option for Apply overpayment to 2021; and
  3. 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.
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