Refund overpayment rather than credit to next year

[jdeleo1743]

I am trying to get Proconnect refund an overpayment on a Form 1040 and it keeps crediting to next year.  How to fix?

[IntuitRebecca]

Hi there,

The entries you want are on Payments, Penalties, Extensions > 2023 Estimated > 2023 Estimated Tax:

Make sure "Apply overpayment to 2023" is blank (set to "Select"), and there's no amount entered in Amount to apply. 

- Rebecca

[jdeleo1743]

Yep  That works!  

[jfoley]

I am trying to do the opposite, credit to 2023 instead of refund.  I have the boxes checked to apply, what am I doing wrong?

[George4Tacks]

@jfoley Are you amending a return? If so, you can not apply the refund. Look at the Profile and see if Amend boxes are checked

[jfoley]

That was it!!!  Thank you very much for the help!!