Apply refund to second or later estimates

Follow these steps to apply a refund to second or later estimates.
  1. Enter a code in the
    Application of 2022 Overpayment
    field in the
    Est
    screen in the
    Payments
    folder to indicate how much of the refund should be applied.
  2. Enter any
    Form 1040-ES - 2023 declaration
    code other than 4, 5, 7, or 9 to indicate how to calculate the amount of the total estimates.
  3. Enter the amount of the first installment that was paid in the
    2023 estimates paid: 1st payment
    field.
  4. Use the
    No. of 2023 vouchers desired
    codes to indicate which vouchers should print.

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