Thanks, DianneW777.Apparently Schedule A, line 5a instructions are simplistic and over-riden by Pub 525.The latest Pub 525 (2024) example 28 covers this case:Ex...
The file requested is attached and the state is CA.The problem is the TT worksheet for state refunds (line 19) states for itemized deductions in 2025 to NET the...
Furthermore, TurboTax is inconsistant. If the state surplus payment is listed as being applied to furture state taxes rather than a cash refund, it is properly ...
Thanks. The check worked without re-entering previous entered data. Nicer that going to the carryforward worksheet and overriding the field for 2024 est state t...
It is now after the ~1/8/2026 update and the carryover issue still has not been addressed. State Estimated Payments made in April 2024 and June 2024 are still b...
