Adjusting the estimated tax worksheet in ProConnect Tax

When using an estimate option based on next year's income, ProConnect Tax uses the current year income and deductions as the starting point for next year's estimate calculation.

You can adjust the amounts on the worksheet by:

1. Go to Input Return ⮕ Payments, Penalties & Extensions ⮕ 2024 Estimated Tax (1040-ES)
2. Across the top, select Federal Worksheet.
3. Scroll down to the Expanded Method subsection.
4. Enter any adjustments as needed.

Note: You can enter positive or negative numbers in fields marked [Adjust]. Your entries in fields marked [Override] will carry directly to the worksheet. Enter -1 in any [Override] field to set the amount to zero.