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We did not pay the first and second quarter 2019 estimated tax since we planned to apply the 2018 overpayment which would cover them. Client died in June 2019 while 2018 return is on extension. Everything was fine until I entered in the date of death on Client Information screen, and then Lacerte changed the overpayment to a refund instead of applying it to 2019. Taxpayers will have a tax liability in 2019 since income was earned from January - June 2019, and we will file a final return for 2019. How can I apply the 2018 overpayment to 2019?
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Be sure you entered the correct date of death 2019. Make an entry in Screen 7 for an override of the 2019 estimate and try again.
Here's wishing you many Happy Returns
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Apply overpayment ... code 4
Estimate options ....... code 1
2019 estimated tax [O] Amount of refund or a specific number to make it work the way I want
This worked for me
Here's wishing you many Happy Returns
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Try overriding the 2019 tax to a large number to see if it will trigger the application of the overpayment.
And I *assume* if you remove the DOD, the overpayment applies as you want? Just to test if the DOD entry is the true culprit.
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