Tracy Lee Posted February 25, 2020 Report Share Posted February 25, 2020 Client has a federal refund coming so the program doesn't want to calculate estimates; however we know they are going to owe next year and want to pay in regardless. On the federal Options tab under 1. select method of calculating estimates I chose f. Enter an amount, but that is not producing my record or vouchers. What am I doing wrong? I don't want to have to change the IRS estimate wkst if I don't have to. Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted February 25, 2020 Report Share Posted February 25, 2020 You have to enter an amount on line 1f that is larger the the Estimated withholding and other payments at the top, by the amount you want the total estimates to be. 1 Quote Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted February 26, 2020 Report Share Posted February 26, 2020 Could you get this to work by clicking on Select the Tax Planner Worksheet instead of IRS Estimate Worksheet ? Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted February 26, 2020 Report Share Posted February 26, 2020 There are at least 3 ways to make this happen. I went with down and dirty, but yes, using the planner is the most elegant way. The 3rd way is to use the estimate worksheet. 1 Quote Link to comment Share on other sites More sharing options...
Randall Posted February 26, 2020 Report Share Posted February 26, 2020 I use Abby's method. I mark amount zero and print vouchers without amount. I do an estimate outside ATX and have a Word memo for them. They can then vary the estimated payment amounts during the year. 1 Quote Link to comment Share on other sites More sharing options...
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