Question
Form 8888 I bonds purchase with balance of refund applied to next year
I have the individual refund flagged to apply in full to next year (option 6 on shreen 7.1 code 13). I also want to purchase $5K in I bonds using Form 8888. I get the diagnostic that the refund is not enough to purchase the I bonds. Is Lacerte not able to coordinate the two fields, deduct the I bond allocation from the total refund, and then apply the balance to next year's taxes?
Thanks for any possible workarounds, besides remembering to manually override the refund amount being applied.
