@Click @jeff7 @dmertz @VolvoGirl
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I just installed Desktop Premier this morning (12/19/2025) And it's still transferring wrong to the carryover worksheet. Release: 025.000.0203
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I had $1500 of estimated State payments, only in the first 2 Quarters of 2024, and the 2025 software transferred the whole $1500 into the carryover worksheet as-if it was all after 12/31/2024.
Really getting late for TTX to fix this one. Tons of users may never notice it.
1) Certainly, it would be unlikely to affect folks who always end up using the Std Deduction last year and this year...but for the rest of us who regularly itemize, it's a problem. (yeah, since I'm aware of it I can fix it directly on the carryover worksheet),
2) Once the transfer from the 2024 file has already been done, I wonder if there is enough detail in the xfer that a later 2025 software update will fix it, or whether an entirely new file startup will be required. i.e. if the 2025 file only has the improper total of all 2024 State estimates, and doesn't have the state estimates breakdown by date, then a later software update won't fix it in a tax file created prior to the bug fix.
3) I Wonder if the "Online" software the the same problem. Might be a completely different team working on that, and maybe they got it right. If not, the problem might be more difficult for those users to correct after-the-fact.
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@GabiU @Opus 17
Any Champs report this in the private area of the forum?
It does need fixing & quick action by the software developers if they aren't aware of it yet.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
