I had an overpayment this year, and as in the past, I applied some of it to next year's estimated taxes and requested a refund of the remaining overpayment. However, the IRS refunded my entire overpayment. I checked my Turbo Tax return. The refund I expected shows correctly on 1040/35a, and 1040/36 shows the amount I wanted applied to next year's taxes. I then used the IRS "check refund status" to see if there might have been a problem with the transmitted data. When I used the full overpayment amount on the identification/validation screen I received an error message that my information did not match the IRS information. When I specified my expected partial refund amount, it showed me the refund status, which indicated the entire overpayment would be refunded. Finally, I went to the IRS site. My 2024 return transcript showed the same 1040 information I see in Turbo Tax. My IRS 2025 account transcript shows a credit for the amount I wanted applied to next year's taxes. I assume the IRS will detect the error and remove the credit, but I've never encountered this issue. I'm only posting this to see if someone else has had the same problem, or can explain why this might have happened.
