My (now) former client just got a notice from IRS that they owe money, just a bit more than the 2021 credit amount. Pro Series automatically transfers it from 2021 to 2022 onto the estimate input for 2022, but I guess nobody in the new firm asked the client, who wouldn't have known anyway.
I prepare 2021 and the new firm prepared 2022.
So my question to the client: did you get the refund instead of the credit?
