Incorrect Carryover Credit amount transferred -Ca

[PhatFrancis]

Hello,

Thanks for your help. I am finalizing my Ca State return and noticed a carryover credit  from last year was not correctly applied to 2024 return. It turns out the incorrect amount was transferred over?  I looked back at my 2023 return( Form 3804-CR) and there was a difference of about $500 off that was transferred to this year.  I thought TURBO TAX  will correctly transfer over important information like credits and refunds to apply to current  estimated tax.  For this reason, I hesitate to have any refunds applied to current year payment bc I would have to  make a reminder the amount or to rely on Turbo Tax to correctly transfer the information.  Has anyone experience this? I changed the auto populated carryover amount to the correct one based on last year's Form 3804-CR . Is that okay to do?  Thanks for your insight. 

[JotikaT2]

Yes.  As long as the amount you changed matches the prior year Form 3804-CR , line 5, as filed in 2023, then your 2024 return will reflect the correct amount.