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Level 1
posted Feb 13, 2024 12:40:02 PM

So...

..why doesn't the estimated tax payment shown on my 2022 program not show up on my 2023 tax program or return?

 

0 4 78
4 Replies
Level 15
Feb 13, 2024 12:43:48 PM

Which payment are you referring to?

Any estimated tax payment you made in 2023 have to be entered on your 2023 tax return.

Or did you select on the 2022 tax return to apply the 2022 federal tax refund to the 2023 taxes?

Level 1
Feb 13, 2024 12:57:12 PM

I initiated an estimated tax for 2023 when I did my 2022 taxes.  It is showing up in the 2022 program...but it is not showing up as a tax payment in my 2023 program...

 

If the 2022 program is able to bring over to 2023 the tax refund from prior year I assume the estimated payment would transfer to the 2023 return...

 

I didn't think I would need to remember and have to enter it myself...

Level 15
Feb 13, 2024 1:03:06 PM

If you paid the 2023 estimated taxes using an IRS Form 1040-ES for tax year 2023 and mailed the form to the IRS or made a 2023 estimated tax payment on the IRS payment website - https://www.irs.gov/payments

You will need to enter those payment manually in the 2023 program.

 

To enter, edit or delete estimated taxes paid (Federal, State, Local) -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Estimates, click on the start or update button


Or enter estimates paid in the Search box located in the upper right of the online program screen. Click on Jump to estimates paid


Or click on Tax Tools on the left side of the online program screen.
Click on Tools
Click on Topic Search
Type in estimated tax payments, click on GO


Federal estimated taxes paid are entered on Form 1040 Line 26

Level 1
Feb 13, 2024 1:11:49 PM

I paid the estimated tax using Form 1040-ES that was generated from the Turbo Tax program when I printed my 2022 tax forms. 

 

Remembering I did make an estimated payment I looked to see where it was showing up in 2023 but didn't find it. 

 

I would have expected the program to transfer the estimated tax payment to the 2023 tax form as a tax payment.

 

Oh well...  After using Turbo Tax for 20+ years this is my first issue....

 

I will manually enter the payment...