SamS1
Expert Alumni

Get your taxes done using TurboTax

Possibly.  If available, you will need to go to the state return and correct the withholding payment amounts and income to actual received dates showing all withholding in the 1st quarter to calculate the penalty correctly.   Go to the state penalty calculation section of your TurboTax state return to see if you can move those withholding payments to the 1st quarter.  That would push the overpayment from the 1st quarter to the subsequent quarters.  You would also need to show all the RMD income related to the withholding received in the 1st quarter.  If you are going to use actual income and withholding, it may lower your income but again, but it will also pull all your income into the quarters when received.