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- Why did the file copy for an amended return not show the proper amount of partial over payment applied to following year?
Why did the file copy for an amended return not show the proper amount of partial over payment applied to following year?
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sharol
Level 3
3 weeks ago
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Client needed to amend MA 2023 return. I copied my client's file and renamed the original. Then I amended only the MA return and did not amend CA or Federal. When I transferred to 2024 the CA payment carryover showed nothing. Client got a check from CA in 2025 for the carryover that was not on the 2024 return. Why did this happen?
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