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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

Apply a portion of an overpayment to next year's estimated tax when no estimated tax is due

Do the following to apply a portion of an overpayment to next year's estimated tax when there's no estimated tax due:
  1. In the 2022 Overpayment Application section of the
    Est
     screen, enter
    7
     or
    8
     in the
    Application of 2022 overpayment
     field.
  2. If you're using code 8, enter the amount you want applied to next year's estimate in the
    Amount for code #5 or #8
     field. Mark the
    With code #7 or #8, do not calculate estimates
     checkbox.
  3. In the 2023 Estimates - Calculated section, leave the
    Form 1040ES - 2023 declaration
     field blank.

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