Why won't Turbo Tax let me file my state tax return when I include dates for estimated taxes to be paid electronically for the 2024 tax year?

Forum|Forum|2 years ago
March 25, 2024
3 replies
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It will only let me list the date for the first estimated tax payment. If I try to file with all four dates, it says there is an error. It wants me to remove the other three dates for the estimated tax to be paid electronically. BTW, using the Premier Version of TurboTax.

TurboTax Online

Kat11_2

Employee

TurboTax doesn't make estimated tax payment for users. Those payments must be made using either the federal/state websites or be submitted by mail. Are you referring to the final 2023 estimated tax payment you made to your state (that you maybe made in January of 2024)?

The article I'm linking below explains how to enter your estimated tax payments made. These would be for tax year 2023. Note that both federal and state estimated tax payments made are entered in the FEDERAL interview, and will transfer into your state return.

Where do I enter my estimated tax payments?

I think once you've entered all of your 2023 estimated tax payments, you should be able to e-file your state return.

Here's info on how to make estimated tax payments. TurboTax may print vouchers for you to use as a suggestion for 2024. You'll have to determine whether or not you need to make estimated tax payments for the current year.

How do I make estimated tax payments?

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

kiltie42042Author

Last year, I was able to set up, through Turbo Tax 2022, estimated tax payments for the 2023 tax year. The payments came out of my checking account at the dates I had scheduled. This year, 2023, Turbo Tax would allow me to schedule all four estimated payments before I filed, but would only allow me to schedule the first estimated tax payment (for April) if I wanted to actually e-file my return. I don't understand why it worked last tax year, but not this year. I finally gave up and e-filed my tax return with only the first estimated tax payment scheduled. I think it is an error in the software. Why would they tell you to set up the four payments and then not allow you to e-file with those payments included?

Kat11_2

Employee

I have no knowledge of the capability of scheduling estimated tax payments via TurboTax. The program WILL calculate your estimated tax payments (based on your 2023 return), and even print vouchers if you chose to mail your payments, but payments must be made through the IRS website (or state websites).

How do I make estimated tax payments?

I will post your question where other Champs will see it, as well as TurboTax Moderators. You may have taught me something! Thank you for your patience, and I apologize for the inconvenience.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

VolvoGirl

Employee

@kiltie42042 Is this for New York? I believe Turbo Tax lets you schedule NY payments.

kiltie42042Author

Yes, it did successfully allow me to schedule estimated tax payments for NY the last tax year, but I cannot do the same for the 2023 tax year.

Kat11_2

Employee

@kiltie42042 I'm so sorry you experienced this inconvenience. Glad you have e-filed, and that at least that part went smoothly. Perhaps one of the TurboTax Moderators will have an answer for you as to why things changed for NY with this year's software. However, I do know that the states provide the software to TurboTax for assimilation into their programs. Maybe NY has changed something about their software?

I'm sure you can go ahead and schedule your remaining 3 estimated tax payments through the NY website. Best of luck!

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

SuziM

Community Manager

Greetings! I would like to troubleshoot this further. For those unable to schedule 4 New York Estimated payments on TurboTax Desktop, please send us a Diagnostic File of your return. This copy will be purged of all personally identifiable information. If you are willing, please follow the instructions provided below to get us the information we need.

TurboTax Desktop 

Open your return. 
Click “Online” and select "Send Tax File to Agent". 
This will generate a message that a diagnostic copy will be created. Click “OK”. The tax file will then be sanitized and sent to us. This action will generate a Token Number
Please respond directly to this message and provide the Token Number that was generated.

MontyBurns

Done, diagnostic file sent. Token # 1225244.

Thanks.

Edit: I only submitted one return for diagnostics, but I prepare returns for several family members in NY and all of the returns are generating the same error.