prior year refund amount applied to current year estimated tax not imported

[rwspiegel]

I imported TY22 data from several ProSeries '22 returns. ProConnect did not pick up the 1040 line 36 amount to be applied to 2023 estimated tax, and as a result miscalculated the '23 tax liability ('23 tax liability is too high by the amount that was carried over from 22, but not imported to 23). This happened on more than one return.

Please fix the import routine to correctly add that prior year refund amount to current year estimated tax.

Thanks

[abctax55]

The 'liability' isn't impacted by overpayments applied, or even by estimated tax payments.

The amount actually 'owed' would be.

Due diligence would dictate you review the prior year return info for such 'missing' details.... the software is just a tool.

[sjrcpa]

There are many things that don't get converted and/or get messed up when converting from one tax software to another. It is the Preparer's job to check everything. 

This is one of the reasons a lot of us are loathe to switch software.