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drbdrb
Level 4
April 16, 2026
Question

CA Refund Applied to Following Year

  • April 16, 2026
  • 1 reply
  • 6 views

I probably missed something, but I was unable to request a 2025 CA refund to be applied to 2026. Is this possible to do within ProSeries Basic? Thanks.

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
April 16, 2026

Its on the ES worksheet, or you can click into the entry space from Line 98 on the 540.

Proseries makes it pretty easy to find what you need, you know what line of the tax return that should  appear on, right?   So you can almost always go to that line where it belongs and get to the entry spot.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    D
    drbdrbAuthor
    Level 4
    April 20, 2026

    Thank you, Lisa. I am embarrassed to confess that I was a bit bleary eyed and not properly following the "Overpayment Applications Options" section of the ES worksheet. Thanks again for responding. 

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