Refunds applied from 2021 are not carrying forward to 2022. Is there a fix?

Forum|Forum|3 years ago
February 22, 2023
3 replies
17 views

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ProSeries Professional

This topic has been closed for replies.

dkh

Level 15

Is this happening for all your clients that had refunds applied from 2021 to 2022? I just checked some of my clients - applied refunds are showing in the Tax Payments Worksheet and flowing to the 1040.

When did you transfer your clients - possibly it was a glitch in the early release that has since been fixed. Can you try deleting one and retransfer to see if that fixes the problem.

T

taxes96786

Level 8

Enter info from 1099g...faster than taking time to ponder the reason it isn't there.

dkh

Level 15

@taxes96786 1099G is not what the OP is having a problem with They are referring to 2021 overpayments applied to 2022

Just-Lisa-Now-

Intuit Community Champion

They seem to be carrying over on mine.

Are these clients youre just now transferring into 2022 or did you transfer them in back in Dec, early January?

If they were transferred early in the season, there can be issues.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

R

RP72

Level 2

Did you find a "fix" to over payments not being applied? As of 11/24 my client has received letters from IRS and the state showing tax due because no over payments were applied from 2022 to 2023.

IRonMaN

Level 15

There is no "fix" at this point. Sounds like your client received some refunds and now has to pay them back.

Slava Ukraini!

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