Solved
Prior year overpayment on MD 511
Proseries does not automatically roll prior year Form 511 PTE refunds over to the next year. I have a client with a $9500 2022 511 refund that was applied to 2023. Where do I enter it?
This topic has been closed for replies.
You are correct, MD does not play nice with 511 overpayments applied to the following year. Per my call to the Comptroller's office a few years ago, I add it on the extra estimated tax lines as a 12/31/22 estimate. Do NOT list it in the qtrs 1-4 estimate and do not list it with a 2023 date.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
