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J
jdeleo1743
Level 2
March 21, 2023
Question

Refund overpayment rather than credit to next year

  • March 21, 2023
  • 2 replies
  • 16 views

I am trying to get Proconnect refund an overpayment on a Form 1040 and it keeps crediting to next year.  How to fix?

This topic has been closed for replies.

2 replies

IntuitRebecca
IntuitRebecca
Level 6
March 21, 2023

Hi there,

The entries you want are on Payments, Penalties, Extensions > 2023 Estimated > 2023 Estimated Tax:

Make sure "Apply overpayment to 2023" is blank (set to "Select"), and there's no amount entered in Amount to apply. 

- Rebecca

    J
    jdeleo1743Author
    Level 2
    March 21, 2023

    Yep  That works!  

    J
    jfoley
    Level 2
    October 16, 2023

    I am trying to do the opposite, credit to 2023 instead of refund.  I have the boxes checked to apply, what am I doing wrong?

     

    George4Tacks
    George4Tacks
    Level 15
    October 16, 2023

    @jfoley Are you amending a return? If so, you can not apply the refund. Look at the Profile and see if Amend boxes are checked

    Answers are easy. Questions are hard!
      J
      jfoley
      Level 2
      October 16, 2023

      That was it!!!  Thank you very much for the help!! 

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