Apply overpayment from Form 1040X to next year's estimated tax in ProConnect Tax

For more estimated tax resources, check out our Tax topics page on Estimated Tax payments where you'll find answers to the most commonly asked questions.

Follow these steps to apply an overpayment on Form 1040X, line 23, to next year's estimated tax:

1. Go to the Input Return tab.
2. On the left-side menu, select Miscellaneous Forms.
3. Select General Information and Federal (1040X).
4. Scroll down to the Miscellaneous Information section.
5. Check the box Apply 1040X overpayment to 2025 estimated tax.
6. Scroll down to the Federal Income Tax Return section.
7. Enter any amount from the original return in Overpayment applied to 2025 estimated tax.
8. On the left-side menu, select Payments, Penalties & Extensions.
9. Select the 2025 Estimates (1040-ES) screen.
10. Remove any entry in Estimate options (Click on arrow to select from list) [Override].
11. Enter the appropriate Amount of overpayment to apply to 2025.

Disaster area tax relief available:

Filing deadlines and estimated tax due dates may be extended for taxpayers in parts of Alabama, Alaska, California, Florida, Georgia, Kentucky, North Carolina, South Carolina, Tennessee, Virginia, and IRS for taxpayers living abroad. See here for more details.

Related Topics

• How to amend an individual return (1040X) in ProConnect Tax
• Common questions about Amended Returns in ProConnect Tax
• Entering originally reported amounts for refundable credits for Form 1040-X