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
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
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- CA Refund Applied to Following Year
CA Refund Applied to Following Year
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
drbdrb
Level 3
04-16-2026
10:45 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I probably missed something, but I was unable to request a 2025 CA refund to be applied to 2026. Is this possible to do within ProSeries Basic? Thanks.
Labels
2 Comments 2
Just-Lisa-Now-
Level 15
04-16-2026
12:08 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Its on the ES worksheet, or you can click into the entry space from Line 98 on the 540.
Proseries makes it pretty easy to find what you need, you know what line of the tax return that should appear on, right? So you can almost always go to that line where it belongs and get to the entry spot.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
drbdrb
Level 3
a month ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thank you, Lisa. I am embarrassed to confess that I was a bit bleary eyed and not properly following the "Overpayment Applications Options" section of the ES worksheet. Thanks again for responding.
