CA extension payment input but not on return

[TLH]

The extension payment and date were input on the "Payments, extensions and estimates", Current year estimates, paid with extension section of the input screen. The payment is not showing up on the tax return. Why? is there another input screen to post the California extension payment?

[George4Tacks]

It is entered at the bottom of the screen where you enter the 2024 estimate payments. Paid with Extension (not later than 4/15/25.

[TLH · Accepted solution]

My payment was input correctly in the extension payments section and the payment still did not show up on line 32 of the 541. After talking to tech support, to solve the issue we found that my payment screen did not have the option to allocate from US or to specific state. To solve this problem:

In client information screen check Multi-state return and select the resident state.

In the state extension payment click on the + button to expand the payment and select the state as the source payment.

The payment should now show up on the return.

I hope this helps with anyone else that has this same problem. Tech support said this was a first for him.

[hpostal]

Lines 8 or 9 do not apply.  I am receiving diagnostic for Form 4868 Reject: Form 4868 can only be filed on or before the original due date to which the extension applies, unless Line 8 checkbox or Line 9 checkbox is checked. If Line 8 checkbox or Line 9 checkbox is checked, then Form 4868 can only be filed on or before the extended due date for taxpayers out of the country. US - Ref #58845.

Form 4868 was prepared and filed timely, so noted in "Extensions filed", and paid by ACH from taxpayer's bank account on 4/15/2025.  My problem is I can't find a input field to report the payment other than as 4th quarter estimate paid 4/15/2025.

[George4Tacks]

Look at Profile, if there is a check mark for Extension, remove it. The extension has already been filed, per your statement

Enter the extension 

Record the payment of extension

[hpostal]

Thank you so much for the clarification. I did not notice the Extension option on the estimated payments where I posted the payment instead when I could not find an extension override option. Removing extension tick mark in profile did remove the diagnostic.  I changed the estimated payment to extension payment.  The 4868 shows the amount of tax as calculated for the final return rather than 4/8/2025 original 4868 but the payments are shown on page two correctly.  For future reference why doesn't a search for the diagnostic #58845 populate a description/solution on support system?