drbdrb
Level 3
04-16-2026
10:45 AM
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I probably missed something, but I was unable to request a 2025 CA refund to be applied to 2026. Is this possible to do within ProSeries Basic? Thanks.
Labels
Level 15
04-16-2026
12:08 PM
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Its on the ES worksheet, or you can click into the entry space from Line 98 on the 540.
Proseries makes it pretty easy to find what you need, you know what line of the tax return that should appear on, right? So you can almost always go to that line where it belongs and get to the entry spot.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
drbdrb
Level 3
04-20-2026
09:31 AM
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Thank you, Lisa. I am embarrassed to confess that I was a bit bleary eyed and not properly following the "Overpayment Applications Options" section of the ES worksheet. Thanks again for responding.