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Level 1
August 17, 2023
Question

has anyone

  • August 17, 2023
  • 1 reply
  • 3 views

has anyone had a Federal tax overpayment applied to the following year's tax return and not have the overpayment automatically entered  in that year's input detail?

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1 reply

sjrcpa
Level 15
August 17, 2023

Yes. Sometimes there are glitches in the pro forma process. That's why these things should always be checked against last year's return.

The more I know the more I don’t know.