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R
rbackman
Level 1
March 30, 2023
Question

I am trying to apply 2022 overpayment on 1040 to 2023 but on the return it refunds the overpayment

  • March 30, 2023
  • 2 replies
  • 10 views
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2 replies

IRonMaN
IRonMaN
Level 15
March 30, 2023

Do you have estimates setup for 2023?

Slava Ukraini!
    itonewbie
    itonewbie
    Level 15
    March 30, 2023

    If you want the entire refund applied, you need to select either 6=Apply entire refund, estimates if necessary or 7=Apply entire refund, no estimates for Apply overpayment to 2023.  Other options will refund any excess if the required ES-tax payment is less.

    The system will not trigger ES-tax if your client falls below the threshold.  In case ES-tax is not triggered for whatever reason, check that you selected one of the relevant options on the line Estimate options (Click on arrow to select from list) [Override].

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