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Estimated taxes FAQs (1040)

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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?

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?

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?

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?

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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