Estimated tax worksheet

wakeacct104 · ‎04-05-2024

Has anyone had an issue with the estimated tax worksheet where the system pulls the greater of the 90 100/100% options on step 12c shown below rather than the smaller as the form instructs?

PhoebeRoberts · ‎04-05-2024

Like the giant wording scrunched into the 12c box says, you've indicated in your estimate options to use 100 / 110% of 2023 tax.

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wakeacct104 · ‎04-05-2024

...That was a test. 🙂

wakeacct104 · ‎04-05-2024

I actually never made that election, so it's strange the system forced it. I had to overrride it in the estimated tax menu.

PhoebeRoberts · ‎04-05-2024

Settings, Options, Tax Return, Federal Tax Options, scroll down.