An individual client gave me incorrect payment amount for 1Q 2023 resulting in a $3,624 carryforward to 2024. The correct amount of estimates paid results in a $637 carryforward to 2024. The ProSeries software is saying the client owes $2,987; which is not true. Estimates for 1Q, 2Q, and 3Q 2024 were made so that the carryforward from 2023 will be applied to the 4Q. This isn't a repayment of a refund, which is what is implied with the calculations of the amended return.

I can't figure out how to nullify the amount due for the amended return. Would I be better off letting the IRS send us a corrected estimated tax carryforward amount from 2023?

Firehead