Thank you, I was coming here to ask why TT was filling out estimated tax vouchers for 2023, I discovered them when I switched to Forms view to review 2022 taxes before filing. TT is estimating that we will owe more than $1000 for 2023, based on 2022 withholding. Thing is, we're getting a refund for 2022. My husband changed jobs in 2022 and had excess SS withheld, which helped so he had enough withheld to cover my Roth conversion. But projecting 2023 income (he has 18 paychecks left), unless we do some huge conversions this year, or I get my pension check(s) for the last quarter and OPM doesn't withhold at least 22% (who knows, as long as they are taking to process retirement claims, I am not really expecting any money until 2024, when I'll likely get a big check to cover the last 3 months of 2023, then start monthly benefits), our tax bill will actually be LESS (because of changes in brackets and standard deduction) in 2023 than in 2022. I hate to make estimated payments, or have our 2022 refund applied to 2023, that's just making the IRS even more of an interest-free loan from money withheld in 2022. Do we *have* to file estimated taxes? I assume that if our taxes are covered by what is withheld in 2023, the IRS can't penalize us for not paying estimated taxes even if 2022 withholding (line 25a) wasn't enough to cover 110% of 2022 taxes (line 24) minus the $1000 AOTC on line 29, but not counting the excess SS tax on line 31? We are planning on claiming the AOTC again in 2023. I'm not sure if the IRS will see the vouchers or worksheet from TT that show we should be making estimated tax payments. And I can't change the numbers that TT is putting in the Estimated Tax Options worksheet, to put in an estimate of the 2023 tax, or estimated 2023 withholding.
