Cannot Roll Forward 2023 Amended 1040 Refund

Forum|Forum|6 months ago
December 17, 2025
2 replies
16 views

I am having trouble locating the spot in the software to take a refund from a 2023 amended 1040, and rolling it forward to 2025.

The software keeps stating that the credit will be "refunded." I unchecked direct deposit, so now I am inclined to believe it will mail a check, which I do not prefer.

What are the correct steps? Does it make a difference of amending vs. superseding?

ProConnect Tax

Best answer by George4Tacks

Look at the 1040X form. I used the CLICK ON THE SHADED LINE OR BOX trick to find the input. I then tinkered with the idea that even though I entered 2025, it didn't show up. I then clicked the box to roll to next year and VOILA!

BobKamman

Level 15

Which version of the 1040-X are you using? The February 2024 revision allows that on Line 23.

George4Tacks

Level 15

1.

2.

Answers are easy. Questions are hard!

T

tccpg289Author

Level 5

Thanks, will this ultimately roll it to 2025, even though it states 2024?

George4TacksAnswer

Level 15

Look at the 1040X form. I used the CLICK ON THE SHADED LINE OR BOX trick to find the input. I then tinkered with the idea that even though I entered 2025, it didn't show up. I then clicked the box to roll to next year and VOILA!

Answers are easy. Questions are hard!

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