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T
TMC
Level 2
August 13, 2025
Question

ftb estimates calculated incorrectly

  • August 13, 2025
  • 1 reply
  • 8 views

Lacerte is not calculating estimates properly for taxpayers with income over $150,000.  The calculation should be 110% of current year tax.  I have had multiple clients get penalties due to these incorrect calculations, please fix this asap!

    1 reply

    George4Tacks
    George4Tacks
    Level 15
    August 13, 2025

    The default is found in the State column for estimates as 1 = 100% of 2025 tax (2024 rates) for the current year of Lacerte. You should be changing that for each of clients affected with a code of 6. IF you had selected 6 for the Federal then the program would have done the calculation you are now requesting. 

    You can also go to Settings > Options > California Options > adjust to what you feel the program should use for your client base. 

    Answers are easy. Questions are hard!
      abctax55
      abctax55
      Level 15
      August 13, 2025

      George... you are so, so polite 😉  

      HumanKind... Be Both
        George4Tacks
        George4Tacks
        Level 15
        August 13, 2025

        I am having a good day ;-}

        Answers are easy. Questions are hard!
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