jdeleo1743
Level 2
03-21-2023
01:17 PM
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I am trying to get Proconnect refund an overpayment on a Form 1040 and it keeps crediting to next year. How to fix?
Labels
Moderator
03-21-2023
02:19 PM
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Hi there,
The entries you want are on Payments, Penalties, Extensions > 2023 Estimated > 2023 Estimated Tax:
Make sure "Apply overpayment to 2023" is blank (set to "Select"), and there's no amount entered in Amount to apply.
- Rebecca
jdeleo1743
Level 2
03-21-2023
06:05 PM
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Yep That works!
jfoley
Level 1
10-16-2023
10:56 AM
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I am trying to do the opposite, credit to 2023 instead of refund. I have the boxes checked to apply, what am I doing wrong?
George4Tacks
Level 15
10-16-2023
11:06 AM
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@jfoley Are you amending a return? If so, you can not apply the refund. Look at the Profile and see if Amend boxes are checked
Answers are easy. Questions are hard!
jfoley
Level 1
10-16-2023
12:58 PM
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That was it!!! Thank you very much for the help!!