hgtc
Level 5

We tried to e-file 2022 CA amended tax return for a client (no change to federal return).  Lacerte has critical warming said "for amended CA 540 return, an amount of overpayment applied to next year is not allowed for amended e-filing.

In client's original form 540, we had portion of overpayment applied to 2023 already.  Can we use e-filing for this 2022 CA 540X?

If yes, how can we override this critical warming?

Thanks.

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