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goulddouglas
Level 2
Mar 6, 2021 11:23 PM UTC
Question

How do you adjust California refund amounts?

Need toroll over only a portion of refund to 2021
This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
Mar 7, 2021 1:40 AM UTC
  1. Navigate to Payments, Penalties & Extensions > 2021 Estimated Payments > 2021 Estimated Tax (1040-ES, W-4, W-4P) > 2021 Estimated Tax (1040-ES);
  2. Under STATE, on the line for CA, select the appropriate option for Apply overpayment to 2021; and
  3. Under STATE, on the line for Amount of overpayment to apply to 2021, enter the amount of refund that your client would like to apply to CA's ES-tax and select CA from the dropdown on the right.
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