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Level 2

Question

E-file adjusting refund

Forum|Forum|5 years ago
November 10, 2020
1 reply
3 views

I filed my 2019 return and had an overpayment of $5,000 which I applied to 2020 estimated taxes, rather than getting a refund. Later I discovered a $2,000 error (overstated deduction) which will reduce my refund to $3000. I don't owe anything -- it just reduces my payment for 2020. But TurboTax e-file keeps telling me I need to write a check for $2000. How do I avoid that?

ILtaxpayerAuthor

Level 2

Just to clarify my question, should've added -- I'm trying to e-file a 1040X for 2019 to reduce the refund and payment to apply to 2020. But I don't need to write a check and TurboTax keeps telling me that I do.

Level 15

Since you must be using the downloaded program you will need to switch to the FORMS mode and make the adjustment on the 1040X line 18 manually ... do an override. Then also adjust the amount applied to next year on line 23.

Level 15

@Critter-3 @ILtaxpayer I don't think you can do that. Once you apply the funds to next year you can't reduce it.

Line 23 is for a refund. Taxpayer owes.

Ergo TurboTax is right.