sam8
Level 1

I have a client who requested an amended return for 2022 and who is also due a refund from said return. I am trying to apply the newly generated 2022 refund to the client's 2023 estimated tax. 

On the Federal level, I have no problem getting the software to do this. However, the software does not take when I try to apply the 2022 amended refund to the 2023 VA estimated tax. 

Any workarounds here? I called the VA DOR and they said it is possible to do this but the specifics are dependent on the software. 

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safcpa
Level 3

I am trying to have an overpayment from a 2023 amended return applied to the clients 2024 estimated tax and I have checked the box to apply it but it shows up as being direct deposit instead of applied.

Thank you

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