Yes, I entered all the estimated plus withheld amounts into our desktop Premier 2024 version. We also use the 2023 what-if worksheet and I actually decreased the Roth conversion for 2024 compared to 2023 so that the totals would be similar. Dividends were a little higher in 2024 necessitating a reduction in the Roth conversion to make income approx equal, in each category, as the previous year (2023). We used the what-if worksheet for this. My mistake is that I should not have trusted that TT will calculate estimated taxes correctly, even when the tax situation is nearly identical. From now on, I certainly will use 110% and add significantly extra to each CA estimated payment. I'd rather have a refund to apply to next year's than a penalty.
I guess I feel like some of my trust is reduced in TT.
