State Income Tax error

tpmSAM · ‎April 22, 2023

I submitted my Ohio 1040 and received an error back that I over-reported my estimated taxes by 2x. I went back in my TurboTax Deluxe app, and sure enough, I put in $750 estimated on the form "2022 Estimated State Payments", and the summary sheet, "Summary of Your 2022 State Estimated Payments", shows that my estimated was $1500! Anybody know why this may have occurred. (I owe the state for the error, but I feel the error was in TurboTax, not mine.)

Please point me in the correct direction. Thanks!

SteamTrain · ‎April 23, 2023

@tpmSAM

If you are using the desktop software, open your tax return, switch to Forms Mode, and look in the Federal section for the "Tax Payments" worksheet. That shows all entries of tax payments for both Fed and state. You might find the extra 750 on a different line.

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If you are using the Online software, you need to save a copy of your tax file as a PDF...but with ALL of the TTX and govt worksheets in order to get that worksheet. To get back to the Print Center to generate big PDF, you'll likely have to "Add a State" to get back into your file, then get the Print Center to show up in the left-side menu under Tax Tools.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

TPM · ‎April 23, 2023

Thank you for your help.

The form shows a 'duplicate' entry for estimated taxes, one on 11/28/22 and one on 11/28/2022!

Going back to the Federal return, Deductions & Credits, 2022 State Estimated Payments, the duplicate does not show. But, if I click on 'enter more payments', it shows, and if I delete that, I get the proper amount that I sent in as an estimate. Interesting that all of the estimated payment lines (by quarter) have the year as 2022. Luckily I did not get a penalty from the error.