Refunds applied from 2021 are not carrying forward to 2022. Is there a fix?

[dkh]

Is this happening for all your clients that had refunds applied from 2021 to 2022?   I just checked some of my clients - applied refunds are showing in the Tax Payments Worksheet and flowing to the 1040.

When did you transfer your clients - possibly it was a glitch in the early release that has since been fixed.   Can you try deleting one and retransfer to see if that fixes the problem.

[taxes96786]

Enter info from 1099g...faster than taking time to ponder the reason it isn't there.

[Just-Lisa-Now-]

They seem to be carrying over on mine.   

Are these clients youre just now transferring into 2022 or did you transfer them in back in Dec, early January? 

If they were transferred early in the season, there can be issues.

[dkh]

@taxes96786  1099G is not what the OP is having a problem with    They are referring to 2021 overpayments applied to 2022

[taxes96786]

It can be used as a reference, if needed.

[RP72]

Did you find a "fix" to over payments not being applied? As of 11/24 my client has received letters from IRS and  the state showing tax due because no over payments were applied from 2022 to 2023.

[IRonMaN]

There is no "fix" at this point.  Sounds like your client received some refunds and now has to pay them back.

[dkh]

Have you verified the 2022 returns were filed ?   

Have you verified the printed 2022 return showing there was an amount applied to 2023 is actually how the 2022 return was filed ?

[sjrcpa]

And/or the IRS adjusted that 2021 return so there is no overpayment to apply.