Support Center

<- Back to Main Page

Federal & State Estimated Tax Payments Worksheet (F/S Tax Pd)

---

📊 Step-by-Step Guide

Step 1: Enter Federal estimated tax payments

If the taxpayer made Federal estimated tax payments, fill in the date and amount of each payment.

The total is then transferred to page 2 of Forms 1040/1040A and to Form 2210 or to Form 2210F, Underpayment of Estimated Tax.

Step 2: Use the correct Date format (Federal)

You must enter all four digits of the year in the Date entry.

Use the mm/dd/yyyy format. Do not use any dashes.

Step 3: If Federal payments were late, enter the File/Pay date

If the taxpayer made Federal estimated tax payments, but did not make them all on time, fill in the File/Pay entry with the date they will file/pay the tax due.

Form 2210 then calculates the penalty based on the regular method.

Enter last years tax liability on Forms 2210 or 2210F.

Without this information, the penalty defaults to the maximum amount.

Step 4: Enter State Tax Payments - Spouse Filing Separate

At the bottom of the form is a section for estimated payments made by the spouse for states where taxpayer and spouse may file separately on the state return.

Step 5: Understand how the worksheet is used for state deductions

This worksheet is available to collect state tax information for deduction on Schedule A, and for use with a full-year state tax return.

Carefully read on-screen instructions. Explanations for the asterisks are given on-screen below the heading Schedule of State Tax Payments.

Step 6: Confirm state abbreviations

State abbreviations are determined based from the State Information section of the Main Info sheet.

Step 7: Enter state estimated tax payments (and the asterisk option)

In the first section, show any state estimated tax payments made.

If the last payment was made before the first day of the tax year, select the check box marked with an asterisk. This amount is carried to Schedule A, State and Local Income Taxes.

Step 8: Add prior-year state tax paid for prior-year returns

The additional lines allow for any state tax paid in the previous year that was for the previous years returns.

Step 9: Account for estimated tax paid from two years earlier

Also, since the last estimated tax payment is not due until January 15 of the following year, there is a line for any estimated tax from two years earlier that was paid in the previous year.

Step 10: Verify where amounts flow on the return

The appropriate amounts from this worksheet and the state tax you listed on Forms W-2, W-2G, and 1099R appear on line 5 of Schedule A, and on the state return for this taxpayer.

Step 11: Find mailing addresses for 1040-ES vouchers

For a list of mailing addresses for the 1040-ES vouchers, see .

Tags: federal,form,state