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Level 5
March 31, 2023
Solved

Apply refund to next year

  • March 31, 2023
  • 1 reply
  • 13 views

My client has a refund coming and wants to apply that to next year. How do I do this in ProSeries Basic??

 

Thank you

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Best answer by dkh

Go to line 36 on Form1040, click the magnifying glass - takes you to 1040worksheet line 36, click on magnifying glass again - takes you to Overpayment Application Options -  line 2 b is Apply All

1 reply

dkh
dkhAnswer
Level 15
March 31, 2023

Go to line 36 on Form1040, click the magnifying glass - takes you to 1040worksheet line 36, click on magnifying glass again - takes you to Overpayment Application Options -  line 2 b is Apply All

Level 5
March 31, 2023

Thank you!!!!

dkh
Level 15
March 31, 2023

You're welcome.