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Cannot Roll Forward 2023 Amended 1040 Refund

tccpg289
Level 4

I am having trouble locating the spot in the software to take a refund from a 2023 amended 1040, and rolling it forward to 2025.

The software keeps stating that the credit will be "refunded." I unchecked direct deposit, so now I am inclined to believe it will mail a check, which I do not prefer.

What are the correct steps? Does it make a difference of amending vs. superseding?

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1 Best Answer

Accepted Solutions
George4Tacks
Level 15

Look at the 1040X form. I used the CLICK ON THE SHADED LINE OR BOX trick to find the input. I then tinkered with the idea that even though I entered 2025, it didn't show up. I then clicked the box to roll to next year and VOILA!


Answers are easy. Questions are hard!

View solution in original post

5 Comments 5
BobKamman
Level 15

Which version of the 1040-X are you using?  The February 2024 revision allows that on Line 23.  

George4Tacks
Level 15

1. Apply refund.jpg

2.

apply to 2025.jpg


Answers are easy. Questions are hard!
tccpg289
Level 4

Thanks, will this ultimately roll it to 2025, even though it states 2024?

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George4Tacks
Level 15

Look at the 1040X form. I used the CLICK ON THE SHADED LINE OR BOX trick to find the input. I then tinkered with the idea that even though I entered 2025, it didn't show up. I then clicked the box to roll to next year and VOILA!


Answers are easy. Questions are hard!
tccpg289
Level 4

Thanks, a bit deceiving as some parts of the return state 2024, while that bottom section states 2025.

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