TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Level 4

Question

TT 2025 Desktop Carryover Worksheet Bug?

Forum|Forum|9 months ago
November 5, 2025
27 replies
354 views

In TT Desktop Home & Business 2025, the 2024 State Estimate Information that gets imported when transferring from my 2024 taxes reports the incorrect amount.

When determining the amount for box (c) of "Estimated Paid After 12/31" in the section "2024 State Estimate Information", it appears to have used the total estimated 2024 state taxes, as opposed to only the amount paid after 12/31.

It's easy to adjust the amount on the carryover worksheet once it's determined the amount is incorrect. However, most people will likely not recognize the incorrect amount is imported and this likely impacts Schedule A.

TurboTax Home & Biz Windows

dmertz

Level 15

I encountered this bug as well when reviewing my anticipated 2025 Schedule A, then remembered that yesterday I had seen your post about the same thing. This early in the season we'll just have to wait and see how long it takes to get fixed. Of course you and I have already made the correction to our files, but it could affect others who are trying to target the $40,000 SALT limit by adjusting estimated tax payments made before the end of 2025.

VolvoGirl

Level 15

And don’t forget if and when they do update the program you might need to change your entries if you had adjusted them or overrode them etc.

jeff7Author

Level 4

Good thing to check, although I suspect this issue is confined to the transfer process.

I'll check in a couple weeks to see if it's corrected and will report back.

GabiU

Level 13

Thanks for the tag @SteamTrain

@jeff7 @Click I'll send you a private message to collect more information on this topic so we can research and pass along. Thanks!

**Say "Thanks" by clicking the thumb icon in a post . **Mark the post that answers your question by clicking on "Mark as Best Answer"

jeff7Author

Level 4

@GabiU - Sounds good and happy to provide more info.

I did call TT a couple weeks ago and "officially" reported the bug.

@SteamTrain - Unfortunately, I suspect that if/when this is fixed, it will require a fresh transfer to catch the correct amount. I totally agree with you that this is a problem and I suspect most people won't even realize that their state deductions are incorrect. Maybe it will be fixed when Schedule A is finalized, which won't be till the middle of January.

Thanks,

Jeff

SteamTrain

Level 15

All

So the software Update overnight (6-7 Jan) did fix the issue we had with the improper state 4th Qtr estimated tax carryover into 2025 taxes....but with qualifications.

1) Works just fine for newly created 2025 tax files.

2) For files created before the software update, they've added a new check (see pics below) that, somewhere during the prep, will ask the user to confirm the $$ amount. Of course, that assumes the user understands what the software is referring to. I don't know yet when/where the software will ask for that yet.

In the 3rd picture, if I manually changed the $$ amount in the carryover worksheet (the lower-down tan box in forms mode) to the correct $0 (in my case) the red box highlight went away, and the upper table reflects the proper $0 too.

______________

Of course, the "Online" users will have to depend on the software prompting the users for the correct amount.

_________________

Unfortunately, I see that the 1099-R section interview is still not ready. Let the screaming for that section begin.

___________________________________

Carryover worksheet before update (pre-existing file) $1500 should be $0

________________________________

Carryover worksheet after update (pre-existing file) $1500 should be $0

______________________________

Carryover worksheet after update (pre-existing file) manually corrected 4Q State Est

_______________________________

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

kungac

Level 2

The Federal Carryover Worksheet has an error for the (c) Estimated Taxes Pd After 12/31 and the (d) Total Withheld/Pmts. In my TT return the same number is listed in both boxes. I did not restart a new return with the latest software update. Do I override both of these entries in the lower section of the Worksheet? Also check the "State taxes paid after 12/31/2024 are correct" box? Another error. The box should be "State taxes paid after 12/31/2025 are correct"

SteamTrain

Level 15

@kungac

1) Yes, you correct them down in the lower area

2) No, the checkbox IS for confirming the amount you might have paid the state after 12/31/2024.

......i.e. That $$ amount is supposed to represent a 2024 4th Qtr state estimate paid in January of 2025....for 2024 state taxes. This $$ amount is used as part of...added to... your potential Federal deduction for state taxes paid during 2025.

An early version of the tax software put the total 2024 state estimates in that box I'm referring to in #2 above.

During the interview, that payment comes up for a user to confirm and change for those who started their tax file before the software correction occurred. Starting a new tax file now, brings over the correct number, but TTX software folks apparently couldn't figure a way to get it automatically corrected for those who started their files really early. The bug was fixed in a Jan 6-7 overnight updates...so those starting tax files after that date didn't encounter the problem.

But, I don't know what happened to your #1 problem....didn't see it in Nov & Dec as part of the #2 bug

(i.e., yet another reason to never start taxes until February...but then, we can thank all those folks to do the beta testing in December and January)

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

meclayton

Level 2

I am not sure if this is same issue, when I transfer my 2024 to 2025 I do not see any of my 2024 numbers. Example, none of my 2024 numbers for deduction and credit have been transferred.

SteamTrain

Level 15

@meclayton

I guess it depends on what you expect to see & where you are looking.

The only $$ that should transfer, are any $$ that might affect this year's tax filing. Thus the majority of $$ form 2024 don't show in this year's file.

Now, in the Desktop Menu pages, those do show $#s form last year in a 2024 column, but ~95% aren't used in the 2025 filing. If you don't see the 2024 numbers on the Menu selection pages, make sure you started your 2025 file by transferring in a .tax2024 datafile (a 2024 PDF transfer won't do much of anything).

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