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.

0 Cheers