Solved: Apply refund to next year

Brainstrom · ‎03-31-2023

My client has a refund coming and wants to apply that to next year. How do I do this in ProSeries Basic??

Thank you

dkh · ‎03-31-2023

Go to line 36 on Form1040, click the magnifying glass - takes you to 1040worksheet line 36, click on magnifying glass again - takes you to Overpayment Application Options - line 2 b is Apply All

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dkh · ‎03-31-2023

Go to line 36 on Form1040, click the magnifying glass - takes you to 1040worksheet line 36, click on magnifying glass again - takes you to Overpayment Application Options - line 2 b is Apply All

Brainstrom · ‎03-31-2023

Thank you!!!!

dkh · ‎03-31-2023

You're welcome.

Apply refund to next year

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