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So the software Update overnight (6-7 Jan) did fix the issue we had with the improper state 4th Qtr estimated tax carryover into 2025 taxes....but with qualifications.

1) Works just fine for newly created 2025 tax files.

2) For files created before the software update, they've added a new check (see pics below) that, somewhere during the prep, will ask the user to confirm the $$ amount. Of course, that assumes the user understands what the software is referring to. I don't know yet when/where the software will ask for that yet.

In the 3rd picture, if I manually changed the $$ amount in the carryover worksheet (the lower-down tan box in forms mode) to the correct $0 (in my case) the red box highlight went away, and the upper table reflects the proper $0 too.

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Of course, the "Online" users will have to depend on the software prompting the users for the correct amount.

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Unfortunately, I see that the 1099-R section interview is still not ready.  Let the screaming for that section begin.

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Carryover worksheet before update (pre-existing file)  $1500 should be $0

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Carryover worksheet after update (pre-existing file) $1500 should be $0

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Carryover worksheet after update (pre-existing file) manually corrected 4Q State Est

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