Sorry, thought I had followed-up information for this issue late Friday...

In original filed CA form 540 my client had 1st quarter 2023 estimated tax applied and received refund for the remaining overpayment.

In this amended 540X, we request additional refund (due to increases in itemized deductions) to be refunded with check.  We tried to e-file this CA amended return.  But, Lacerte diagnostic said "can not have overpayment applied in form 540".

Any suggestion?  Thanks.