I've already submitted my taxes. I forgot to entered our estimated state quarterly tax payments. What do I do?

[sheila-yatesvuu]

I've already submitted my taxes. I forgot to enter our estimated state quarterly tax payments. What should I do?

[Bsch4477]

If you paid 2024 state quarterly payments and did not include them on your 2024 return the state will recognize that and adjust your tax liability. Wait to hear from them. 

[MinhT1]

Sometimes, the State will correct your return (because they have records of your payments) and automatically refund them to you.

If not, you should amend your state return.

You enter your state estimated tax payments in the Federal section and they will flow through to your state return.

In TurboTax Online, you can enter the state estimated taxes you paid by following these steps:

1. Open your tax return
2. Click on Federal in the left-hand column, then Deductions & Credits
3. Navigate to the list of Deductions & Credits
4. Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right 
5. Click on Start next to Estimated Tax Payments
6. On the next page, click Start next to State estimated taxes for 2024.

[sheila-yatesvuu]

Thank you for answering my question.

[sheila-yatesvuu]

How do I know that my 2024 State Income Tax was amended? I did it 2 weeks ago but I never get a RECEIVED notification or CONFIRMATION notification. Was I suppose to send it in the mail? 

Thank you!

[LindaS5247]

Check with your state to make sure they received your tax return and it was processed before amending it. You can use this article to track your state refund to make sure your return has processed by clicking on your state. How do I track my state refund?

I would wait until it is fully processed in case your state makes an adjustment to your tax return. Once it is fully processed, if your state did not make corrections to it to reflect your estimated payments then you can amend your state tax return.

You can try calling your state's Department of Revenue for more information: How do I contact my state Department of Revenue?

To Amend your Tax Return in TurboTax (Form 1040-X):

If you used TurboTax Online, you will

1.  log in to your account.
2. On the "Tax Home" screen scroll down to "Your Tax Returns & Documents " and 
3. Select the year you want to amend
4. Select "Amend" (change); return dropdown, then
5. "Amend using TurboTax Online" 
6. Continue through your screens and make the necessary changes
7. Answer all follow-up questions carefully

If you used our TurboTax Desktop (CD) 

1. Open TurboTax Desktop for the year you are amending (i.e. if you are amending a 2023 return, you must use the 2023 software)
2. Select “Amend a filed return” under "Need to Amend a Filed Return?"
3. Select "Amend" for the return you want to amend (if it is not an option select "Find a Tax File")
4. On the screen "Do You Need to Change Anything Else" make the changes you need to make
5. Answer all of the follow-up questions
6. Follow the TurboTax prompts to prepare your amended return
7. Select "Save as" from the "File" menu to save a copy of your amended return.

If you are amending your 2024 tax return and you filed your original 2024 tax return in TurboTax you will be able to e-file your amended return. ‌ There are some circumstances where you will be unable to e-file your amended 2024 return and you will have to mail it in. TurboTax will tell you if it has to be mailed.

Click here for how to file an amended return.

Click here for additional information on Form 1040X.

[sheila-yatesvuu]

Thank you for answering my question. I do have another question. Since I forgot to include my estimated state quarterly payments to my tax return, the amount that was owed has already been withdrawn from my checking account. How long do I wait to see if my State catches my error and refunds me before I file an amendment?

[CatinaT1]

You could call your State Dept of Revenue and ask them.