FSaito
Level 2
04-27-2023
12:28 PM
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I spoke with Lacerte support and here is what I learned.
Federal Efile Estimated tax payments are not effective until the US tax return is efiled and accepted.
California Efile Estimated tax payments can be put through using the Efile Estimated Tax Payment Wizard during the extension period. This is a separate process from the Federal Estimates, therefore only the state will show up on through the Wizard.
The only way you can see if the Federal and State Estimates were put through is through the Efile Tools-View Efile and read all the codes that were transmitted. Save your Efile acknowledgments and do not clear them.