Estimated taxes FAQs (1040)

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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

The following includes answers to common questions about estimated taxes.

How do I apply a portion of an overpayment to next year's estimated tax when there is no estimated tax due?

Has there been a change in the law for Safe Harbor rules affecting estimated tax payments for high income taxpayers?

How do I generate scannable estimate vouchers?

How do I generate estimate vouchers that will fit in the IRS-provided envelopes?

Has the IRS approved the application's 1040-ES (OCR-A) vouchers?

Can I still choose 1040-ES vouchers in OCR-A format if I do not have an IRS label from which to obtain the IRS two-character code (check digits)?

What does the taxpayer need to do to pay estimate payments via a credit card?

How do I generate separate estimated tax payments for a taxpayer and spouse?

My client paid the first estimated tax installment in April and is now receiving a refund. How can I apply the refund to the second, or later, estimates?

How do I generate only the estimate vouchers that are required to submit a payment?

My client set up electronic funds withdrawal for estimated tax payments with their tax return. The estimate amounts have been revised. How can I change the direct debit amount?

How do I print 1040 Estimate Instructions with estimate amounts indicated as “Paid”?

How do I print 1040 Estimate Instructions with only the estimated payment amounts that have a balance due?

Why is there a balance due on the Tax Projection Worksheet when calculating estimates using the Tax Projection Worksheet liability amounts?

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