Skip to main content

3 replies

Level 2
June 7, 2019
this year 2018 tt is generating a 1099-G, I did not receive a form 1099-G this year
June 7, 2019

The area to enter this is actually under the estimated payments section.

Here's how to apply your state refund to next year:

  • When you’re going through your state return, after you’ve dealt with any additional entries or adjustments for income and credits and taxes, you’ll reach a screen titled “A few things before we wrap you your state taxes”.
  •  Scroll down to Other tax forms and click start/revisit across from Make Estimated Payments for Next Year.
  • Say “YES” that you want to start the state estimated taxes section now
  • Make entries on the next few screens as appropriate.
  • You must go through the process to generate estimated payment vouchers in order to apply the refund to the estimates.

Level 2
June 7, 2019
I had gone through reviewing State (CA) return once but have not filed yet. Now when I do it again, I see +Next, we'll ask you to correct any entries that need your attention".  After I hit CONTINUE,  I see my Fed & State with a Checkmarks indicating all Fed/State checked out ok. But I don't see the steps you outlined in your response to select Apply State Refund to Next Year Estimated Payments
Level 2
October 14, 2019

Go to Line 95 on Form 540 and double click to get to540-ES, the California Estimated Tax Worksheet