Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- IRS Notices that adjust overpayments from one year to another
IRS Notices that adjust overpayments from one year to another
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
FJZCPA
Level 1
05-14-2024
08:32 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
How do you handle clients where the IRS or state adjusts the overpayment applied towards the next year before you roll the return.
Example: when the return was prepared, the over payment applied towards next year was 1,000. IRS sends a notice and adjusts it to 850.
How do handle this in Lacerte so the correct carry forward is rolled forward?
1 Comment 1
