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Common questions about federal and state individual estimated payments

by Intuit• Updated 4 months ago

The following is a state-by-state guide to electronically filing estimated tax payments for individual returns. As part of our continuing effort to expand e-file availability and ensure compliance, Lacerte supports two different estimate e-filing methods - estimates e-filed with the tax return, and estimates transmitted separately using the Estimated Payment Wizard. The method you use will depend on the state you're filing.

  • Estimates e-filed with the tax return are transmitted with the initial filing of the return, and cannot be sent separately. The federal 1040 uses this method.
  • Estimates e-filed separately using the Estimated Payments Wizard are not sent with the tax return, and must be transmitted separately from the main filing.

Which estimates can I e-file for tax year 2023?

StateCan estimates be e-filed through Lacerte?Does the tax authority provide an alternate payment method?
FederalYes, estimates can be e-filed with the initial tax return.Yes
AlabamaNoYes
ArizonaNoYes
ArkansasYes, estimates can be e-filed with the initial tax return.Yes
CaliforniaYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
ColoradoYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
ConnecticutYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
DelawareNoYes
District of ColumbiaYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
GeorgiaNoYes
HawaiiNoYes
IdahoYes, estimates can be e-filed with the initial tax return.Yes
IllinoisYes, estimates can be e-filed with the initial tax return.Yes
IndianaNoYes
IowaYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
KansasNoYes
KentuckyYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
LouisianaNoYes
MaineYes, estimates can be e-filed with the initial tax return.Yes
MarylandYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
MassachusettsNoYes
MichiganNoYes
MinnesotaYes, estimates can be e-filed with the initial tax return.Yes
MississippiNoYes
MissouriNoYes
MontanaNoYes
NebraskaYes, estimates can be e-filed with the initial tax return.Yes
New HampshireNoYes
New JerseyYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
New MexicoNoYes
New YorkYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
New York City UBTYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
North CarolinaYes, estimates can be e-filed with the initial tax return.Yes
North DakotaYes, estimates can be e-filed with the initial tax return.Yes
OhioYes, estimates can be e-filed with the initial tax return.Yes
OklahomaYes, estimates can be e-filed with the initial tax return.Yes
OregonYes, estimates can be e-filed with the initial tax return.Yes
PennsylvaniaNoYes
Rhode IslandNoYes
South CarolinaYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
Tennessee Franchise and ExciseYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
Texas FranchiseNo, as quarterly estimates are not required.No
UtahNo, as quarterly estimates are not required.No
VermontYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
VirginiaYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes
West VirginiaNoYes
WisconsinYes, estimates must be transmitted separately using the Estimated Payment Wizard.Yes

Input for electronic payment of estimates can be found on Screen 3, Miscellaneous Info. For instructions on e-filing estimates separately using the Estimated Payments Wizard, click here.

Lacerte Tax 2020

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