AJMorris
Level 2
The amended return results in an overpayment of 2019 taxes.  Client wishes to use the overpayment to offset the balance of 2020 taxes and apply the rest to estimated taxes.  I can't see how this can be done in ProSeries.
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Just-Lisa-Now-
Level 15
Level 15
I dont have the 2019 program open, but in 2020 Line 30a at the bottom of the 1041 is where you credit to the next year.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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AJMorris
Level 2

Hi Lisa:

Thanks for your quick response, but with an amended return there is no where to show prior "payments" made by the trust.  In this case, from what I've learned, the IRS will match the two returns and will have an overpaid balance.  I just can't figure out, when there are no "payments" for the amended return, how to ensure the overpayment is not refunded to the trust, rather applied.

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