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
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- I am trying to apply 2022 overpayment on 1040 to 2023 but on the return it refunds the overpayment
I am trying to apply 2022 overpayment on 1040 to 2023 but on the return it refunds the overpayment
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
rbackman
Level 1
03-30-2023
10:40 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Labels
2 Comments 2
itonewbie
Level 15
03-30-2023
12:27 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
If you want the entire refund applied, you need to select either 6=Apply entire refund, estimates if necessary or 7=Apply entire refund, no estimates for Apply overpayment to 2023. Other options will refund any excess if the required ES-tax payment is less.
The system will not trigger ES-tax if your client falls below the threshold. In case ES-tax is not triggered for whatever reason, check that you selected one of the relevant options on the line Estimate options (Click on arrow to select from list) [Override].
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar
