JB Story 1
Level 1

Client paid 1040 balance due.  Amended return causes an overpayment which the client wants to apply to 2021.  Screen 59 check box does not work.  Overpayment is still in 'refund.'

Screen 7 apply overpayment to 2021 refers to the 1040 not the 1040-X and causes a critical diagnostic.

Called Lacerte 2 separate times - no help there!

 

0 Cheers