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:
- 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).
- Select an option for state in Apply overpayment to 2023.
- Enter the payment estimates for each state in the Amount of overpayment to apply to 2023 field.
- Repeat for each state.