jerry
Level 7

Taxpayer insisted she made all 3 California estimated tax payments for 2025, but after filing, California wrote and said she only made 2.  Upon checking her records, lo and behold, it was only 2.

So her refund applied to next year is lower.  While I still remember, how to I adjust the carryover amount in Lacerte so the correct, lower, number pro-formas to next year?

0 Cheers