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Level 1
September 23, 2021
Question

Fees are more than Federal refund

  • September 23, 2021
  • 2 replies
  • 12 views

I've got a return that has both federal and state refunds.  Our fees are larger than federal refund (prior balance included) so I get an error.  Is there a work around so that fees can come out of both refunds?  I spoke with Santa Barbara and told that they couldn't do anything on their end so call Pro Series.  Hoping someone has had this situation and can help.

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2 replies

IRonMaN
Level 15
September 23, 2021

How about just having the client give you a check, cash or money order (or I guess bitcoin is also an option these days).  You don't have any clients that file balance due returns?

Slava Ukraini!
Just-Lisa-Now-
Intuit Community Champion
September 23, 2021

If they don't have enough federal refund to pay you, they need to come up with some other form of payment.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪