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Level 1
Aug 17, 2023 6:19 PM UTC
Question

has anyone

has anyone had a Federal tax overpayment applied to the following year's tax return and not have the overpayment automatically entered  in that year's input detail?

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1 reply

sjrcpa
Level 15
Aug 17, 2023 8:22 PM UTC

Yes. Sometimes there are glitches in the pro forma process. That's why these things should always be checked against last year's return.

The more I know the more I don’t know.