This year I am filing Form IT-205-C. As of 2022, the Trust is exempt from NY Tax. All 3 tests are met. Tax is therefore zero. However, an overpayment from 2021 was credited to 2022. Turbotax ignores the overpayment and does not claim the refund. I am being forced to override numerous data fields directly on the forms to claim the refund and have it directly deposited into the Trust's bank account I am concerned that these overrides will not be included in the efiled return. Why must I enter any overrides? Tax was paid for 2022, tax is zero and a refund is appropriate. Any help will be greatly appreciated. (FYI - I am a tax professional and am very familiar with the issues. This is simply a software problem.)
