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Level 3
April 28, 2025
Question

on an amended return is there any way to apply a balance due against an overpayment applied to next year

  • April 28, 2025
  • 1 reply
  • 7 views

Client return was amended showing a balance due, can that offset against a large overpayment applied to the next year?  

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1 reply

IRonMaN
Level 15
April 28, 2025

I don't think there is a clean way to do that.  You could just submit the return showing the balance due without a payment and they will eventually get around to reducing the amount applied but that might take a notice or two from the IRS before that becomes reality.  Or if the balance due is relatively small, it might go without a hitch.

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