Quickbooks posted a federal estimated tax payment that I made in January, they don't show it for 2025 and it should be

Thank you for reaching out about your January federal estimated tax payments both being categorized under the 2024 tax year in QuickBooks Self-Employed (QBSE), instead of having one payment applied to 2025, windtslkerg11. Let us guide you through the process to correct this.

It's important to note QBSE assigns estimated tax payments to tax years and quarters based on the transaction date of the payment. To resolve this and ensure one of your payments is applied to 2025, please follow these steps:

1. Go to the Transactions menu in QBSE.
2. Find the estimated tax payment that should apply to 2025 but is currently dated in 2024.
3. Edit the payment’s date to a 2025 date falling within the correct quarter (for example, January 2025 for Q1 2025).
4. Ensure the payment is categorized for Business as Estimated taxes.
   
5. Once done, click Save.

By changing the date, QBSE will automatically reassign the payment to the correct tax year and quarter. This adjustment should fix the $3,000 shortfall you’re seeing in your 2025 tax balance.

For more guidance on how to fix "overdue" estimated quarterly tax payments in QBSE, please refer to this article: Fix "overdue" estimated quarterly tax payment notices in QuickBooks Self-Employed.

Additionally, you can check out this article for guidance to ensure your expenses are categorized correctly within QBSE, helping you maximize deductions and maintain accurate financial records throughout the year: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

We hope the steps provided help you successfully adjust your estimated tax payments in QuickBooks Self-Employed, windtslkerg11. If you have any further questions or need additional assistance, please don’t hesitate to reply below. We're here to support you every step of the way.