My 2021 return had quarterly state estimated payments. These totaled to (as an example), $5,605. Turbotax added them (and used in the return) and came up with $6,505.

Forum|Forum|2 years ago
February 22, 2024
4 replies
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JulieS

Level 15

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

Where was the figure used on the return?

What state are you referring to?

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JoeHeAuthor

Level 2

The state was California. I entered the four payments as part of the federal data input. When I click "Done" it shows my a total (with the first two digits transposed, as in my example). That was also the figure that was used in determining whether I paid or got a refund. Turbotax, using the incorrect figure, calculated a refund. CA, using the correct total, understandably disagrees.

skepticbillpayer

Level 3

Possible explanation.

I do estimated payments for CA, as well. But, usually they only ask for three payments; one of which is in January of the following year. So, CA will treat the payment in January as a credit toward your total tax due; but the TT will not treat the January payment as a CA State tax deduction. So the two totals can be different. I suspect the inverted digits is just a coincidence, in your example the $900 difference might be your January payment amount, for example?