Hello,
Thanks for your reply, which I have taken into consideration. However, one aspect that appears to be affected in the 2023 return occurs when the 2022 return indicated "apply the refund to next year's return". Because the 2022 IRS penalty "used up" the expected refund, there is no more refund to apply to the 2023 return. Therefore, in the 2023 return it's necessary to revise the information taken over from the 2022 return by TurboTax. In other words, TT "thinks" that the 2022 refund was applied to estimated payments for 2023, but in actuality it was not.
