turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

California estimated tax first year retired (2025)

How can I use TurboTax to calculate my 2025 California estimated tax payments when my circumstances will be significantly different from 2024? I will have reduced income overall, and even more reduced California income due to being a part-year resident in 2025. All my earned income will be in (or from) California (first part of year), but only some of my passive income will be while living in California.  Should I duplicate my 2024 file, and then modify it with my projected national income, and change California to part-year (and pro-rate), and see what TT generates? Is that the best approach? 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

California estimated tax first year retired (2025)

That will work but be sure to save the test return with a different name from your original one. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies