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

Sullivan-CPA
Level 2
 
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5 Comments 5
dkh
Level 15

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
Level 9

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

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Just-Lisa-Now-
Level 15
Level 15

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.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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dkh
Level 15

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

taxes96786
Level 9

It can be used as a reference, if needed.

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