State tax filing

The estimated tax payment vouchers for 2024 will be generated based upon your answers in the state interview section for Massachusetts.  The program will prompt you to enter any anticipated changes to your income for 2024 as compared to 2023 and will adjust your required estimated tax payments as needed.

To review your entries, log back into TurboTax.

1. Go to the state taxes tab and select continue for your Massachusetts return.
2. Continue through the screens until you you see the screen titled "Apply Refund to 2024 Estimated Tax?".
3. On this screen, you would enter the amount of the overpayment you want to apply from your 2023 overpayment to your 2024 estimated tax payments.  Once you have entered an amount here, select Continue.
4. Select Continue on the screen titled "Massachusetts Estimated Taxes for 2024."
5. Proceed through the screens until you see the page titled "Estimated Tax Worksheet."  This is where you will enter any anticipated changes to your income for 2024.  Your estimates for 2024 will be generated based upon your input on this screen.
6. On the next screen titled "Choose Your Payment Option" select the amount you want to use to apply your overpayment.    Your options are either 100% of your actual 2023 tax, 100% of your 2024 estimated tax, or 80% of your 2024 estimated tax.  You also have the option to select no estimates if you choose.
7. On the screen titled "Apply Overpayment", you have the option of choosing how you want this overpayment applied.

  8.  On the next screen titled "Apply Entire Overpayment to 2024", you will be prompted to confirm that you indeed to want to apply the overpayment.  

  9.  Continue through the next few screens and make entries as required.  Once you reach the screen titled "Payment Vouchers,", you will be given a break down of any remaining estimated tax payments.

  10.  To review how your overpayment is being applied, select Forms on the top right of the program to access your forms.

  11.  On the left, scroll down to Massachusetts and select Estimated Wks.  This will provide a breakdown of how your overpayment is being applied to your 2024 estimated taxes.