Re: Cannot Roll Forward 2023 Amended 1040 Refund

tccpg289

I am having trouble locating the spot in the software to take a refund from a 2023 amended 1040, and rolling it forward to 2025.

The software keeps stating that the credit will be "refunded." I unchecked direct deposit, so now I am inclined to believe it will mail a check, which I do not prefer.

What are the correct steps? Does it make a difference of amending vs. superseding?

BobKamman

Which version of the 1040-X are you using? The February 2024 revision allows that on Line 23.

George4Tacks

1.

2.

Answers are easy. Questions are hard!

tccpg289

Thanks, will this ultimately roll it to 2025, even though it states 2024?

George4Tacks

Look at the 1040X form. I used the CLICK ON THE SHADED LINE OR BOX trick to find the input. I then tinkered with the idea that even though I entered 2025, it didn't show up. I then clicked the box to roll to next year and VOILA!

Answers are easy. Questions are hard!

View solution in original post

tccpg289

Thanks, a bit deceiving as some parts of the return state 2024, while that bottom section states 2025.