Cause of incorrect estimated tax payments carried forward from 2024

[strongsilence]

I'm trying to figure out WHY the ES calculated amounts used for 2024 1040 did not get carried forward to 2025 properly.  Only the Q1 and Q2 amounts actually calculated in the 2024 software got carried forward.  Q3 and Q4 amounts changed.  What are some reasons these could have changed?

HOLD it! When I did tax planning in June 2025, I might have not reversed my work, PRIOR to the proforma of the client to 2025 LC.  Check: That was not the reason as I proforma'd clients in November.

Maybe it was any of these changes made in July and August, after I had completed the 2024 1040 and prior to the proforma.  I don't know if those codes are a clue to a change I made to the Screen 6.

[sjrcpa]

That's probably it.

Go back and look at the 2024 return in the software and see what it shows for Q3 and Q4 2025 estimates.

[strongsilence]

Q3 and Q4 2025 estimates.

In the 2024 software those are correct and match the vouchers I prepared in July 2025.

The organizer I prepared in January 2026 and provided to the client had the correct amounts. That adds to my mystery.

Anyhow, it really points to having too many clients

[sjrcpa]

This - " I proforma'd clients in November."

Way too early IMHO. I don't do it til late January, hoping the kinks have been worked out.

But if it just happened to one client I'd call it a fluke.