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Payments and refunds

Enter estimated tax payments

Use the
Est
 screen in the
Payments
 folder to estimates paid and calculate estimate vouchers for this year.

Calculate estimates for the upcoming year

To calculate
2024
 estimate payments, go to the
Est
 screen in the
Payments
 folder and choose a code in
Form 1040-ES -
2024
 declaration
. If you select code 5 or 9, complete the
Amts for code 5 or 9
 fields.

Enter
2024
 estimate payments as paid

If you've calculated estimated payments and they were already paid, use the
Payment 1-4
 fields in the
2024
 Estimates paid
 column. If you extended a return and paid an estimate, use these fields to update the filing instructions for the amounts that still need to be paid.

Enter
2023
 estimate payments calculated last year

Enter
2023
 estimated tax payments in the
2023
 Federal Payments section of the
Est
 screen. If you calculated them in last year's program, they'll automatically show up in the
Calculated amount
 column of the
Individual payments, if unequal or not timely
 fields.
If the taxpayer made all of the payments, select
Treat calculated amounts as paid
. If the taxpayer didn't make all of the payments or paid a different amount, enter the actual amount paid in the
Amount paid
 fields.
If you didn't calculate estimates in last year's program, enter their total estimated tax paid in the
Enter total, or
 field.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

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