Susan K
Level 3
03-19-2024
08:49 AM
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Client died Jan 25,2024. Before he died in 2024, he took a distribution from his retirement account that requires him to file a final Form 1040 in 2024. He has an overpayment in 2023 but once I put his date of death in the 2023 Lacerte software, he cannot apply his overpayment to 2024. We do not want a refund, we want the overpayment applied.
If I test this in 2022 software, I CAN apply the overpayment with a date of death entered and I CAN schedule estimated tax payments..
Why can't I enter a date of death and have the overpayment applied to 2024?