mgdtax
Level 3

I have the individual refund flagged to apply in full to next year (option 6 on shreen 7.1 code 13).   I also want to purchase $5K in I bonds using Form 8888.   I get the diagnostic that the refund is not enough to purchase the I bonds.   Is Lacerte not able to coordinate the two fields, deduct the I bond allocation from the total refund, and then apply the balance to next year's taxes?

Thanks for any possible workarounds, besides remembering to manually override the refund amount being applied.

 

 

0 Cheers
PhoebeRoberts
Level 11
Level 11

Manually override the amount being applied forward.