Screen UTEst — Utah Estimates (1040)

Overpayment Application

These code options are the same as the federal
Est screen
options. Current-year overpayments are applied based on the code you choose.

Estimates — Calculated

To calculate next year's estimated tax liability and required payments, enter
1
through
8
in
Application of
2024
overpayment
, or make an entry in
Estimates - declaration for
2025
.
If you enter codes
2
through
8
in
Application of
2024
overpayment
,
Estimates — declaration for
2025
shows option
1
.
The estimated tax prepayments for the filing instructions or the voucher information won’t generate if this field is blank.
For code
5
in
Estimates — declaration for
2025
, enter quarterly payments. These amounts are adjusted by the overpayment.
For code
9
in
Estimates — declaration for
2025
, enter quarterly payments. These amounts are not adjusted by the overpayment.
If you enter code
1
,
2
,
3
,
6
, or
8
in
Estimates — declaration for
2025
, enter the amounts already paid for each estimate. These amounts and the overpayment applied are subtracted from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
For code
8
, choose a tax projection to customize the tax used to calculate next year's estimates. This adjusts the projected tax liability. To produce a specific refund amount, enter that amount in
Amount of refund desired
.
Enter
X
to indicate in the filing instructions that the 4th quarter estimate is due by 12/31. To use the global default for all new clients for all state returns:
  1. Select
    Setup
    , then
    1040 Individual
    .
  2. On the
    Federal
    tab, select
    New Client Options
    .
  3. Enter
    X
    in
    Treat the 4th quarter state estimate as due on December 31st
    .
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