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Form 1040-ES instructions print requirements

Federal and state estimate filing instructions print for Form 1040-ES when you generate estimates and select the correct package option.
To print federal or state estimate filing instructions for Form 1040-ES, Estimated Tax for Individuals:
  1. For federal estimates, go to
    Organizer
    Estimates and Penalties
    Estimated Tax/Overpayment
    General Options
    tab.
  2. Verify the
    Estimate Option
    selected. When using voucher overrides for specific installment amounts, select
    Estimated tax equal to amount entered below
    for the Estimate Option and enter the total of all estimates for
    If 'Estimated Tax Equal to Amount Entered Below' is Selected
    .
  3. For state estimates, go to
    Organizer
    States
    Common State
    Estimates
    Estimate Options
    tab.
  4. Verify the
    Estimated Tax Option
    selected. When using voucher overrides for specific installment amounts, select option 4 and enter the total state estimates in the Estimated Tax Option 4 column for the state.
  5. Go to
    Organizer
    Estimate and Extension Package
    Estimate and Extension Package
    .
  6. Select
    Do Not Generate Batch Package
    or
    Generate Full Batch Package (Estimates, and Extensions)
    for the Estimate and Extension Package Selection Options.
  7. To print “Paid” next to installment amounts the taxpayer already paid, go to
    Organizer
    Letter & Filing Instructions
    Filing Instructions Options
    .
  8. From the
    Print 'Paid' beside installment amounts
    dropdown, select an option in the
    Federal Estimate Filing Instructions and/or State Estimate Filing Instructions
    section.
  9. Do a full recompute, then print.

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