Entering estimated tax on a multi-state individual return in ProConnect

Below you'll find how to enter each state's amounts of estimated tax when preparing a multi-state individual return for at least two different states.

To allocate each state correctly: 

1. From the Input Return tab, go to Payments, Penalties & Extensions ⮕ 2023 Estimated Tax (1040-ES, W-4, W-4P, W-4R) ⮕ 2023 Estimated Tax (1040-ES).
2. Select an option for state in Apply overpayment to 2023.
3. Enter the payment estimates for each state in the Amount of overpayment to apply to 2023 field.
4. Repeat for each state.