How to apply an overpayment to estimated tax on the 1040X amended return in ProConnect

This article will help to understand how to apply the overpayment generated by an amended individual Form 1040X on Line 22.

Follow these steps:

1. Go to Input Return ⮕ Miscellaneous Forms ⮕ Amended Return (1040-X)/Superseded
2. Scroll down to General Information and Federal (1040X)
3. Click the checkbox for Apply 1040-X overpayment to 2023 estimated tax
4. Go to Input Return ⮕ Payments, Penalties, & Extensions ⮕ 20YY Estimated Tax (1040-ES, W-4, W-4P, W-4R)
5. Scroll down to 2023 Estimated Tax (1040-ES).
6. Enter the same amount in Apply overpayment to 20YY under General Information.
7. Remove any entry on Estimate options.

Per Form 1040X Instructions, Page 10:

If you elected to apply any part of an overpayment on your original return to your next year's estimated tax, you cannot reverse that election on your amended return.