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- How do you adjust California refund amounts?
How do you adjust California refund amounts?
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goulddouglas
Level 1
03-06-2021
05:23 PM
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Need toroll over only a portion of refund to 2021
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itonewbie
Level 15
03-06-2021
07:40 PM
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- Navigate to Payments, Penalties & Extensions > 2021 Estimated Payments > 2021 Estimated Tax (1040-ES, W-4, W-4P) > 2021 Estimated Tax (1040-ES);
- Under STATE, on the line for CA, select the appropriate option for Apply overpayment to 2021; and
- 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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