Re: How do I force ProConnect to refund the entire overpayment on a Form 1040-SR. In the application of overpayment drop-down menu, there is no such option.

tnkeim · ‎05-25-2020

George4Tacks · ‎05-25-2020

There are TWO choices #6 and #7

Answers are easy. Questions are hard!

tnkeim · ‎05-25-2020

Someone replied that options 6 and 7 both specify a refund of the overpayment, but that is not correct.

Option 6 says "Apply entire refund, estimates if necessary"

Option 7 says, "Apply entire refund, no estimates"

There is no option to "Refund entire overpayment"

I am using option 7, and also specifying in the line below ("Amount to apply to 2020) that 0 is to be applied, but ProConnect is still applying 100% of the overpayment to 2020, and refunding none.

itonewbie · ‎05-25-2020

By default, PTO refunds the entire overpayment. In other words, there is nothing to force.

The screen that you and George referred to is applicable when you want a portion of or the entire overpayment applied to 2020 ES-tax. If you have entered anything on that screen on the line for Apply overpayment to 2020, remove them and the overpayment will be refunded in full.

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Still an AllStar

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George4Tacks · ‎05-25-2020

I am that someone and I completely misread your request.
Please ignore my post and listen to the master that says delete any choice in that section.

Answers are easy. Questions are hard!