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State tax filing
Thanks. Actually a second Live agent figured it out. The top line of the online Premier screen, where it shows the return in progress, was showing zero refund because the box was checked to apply the refund to next year's Q1 estimated payment. I personally consider that to be a design flaw because there is still a State tax refund; one's choice to apply the current year tax overpayment to the next year's estimate does not alter the fact that it's a refund. So that's what was confusing me and another Live agent and will certainly confuse others. But the fix is easy if you have the same issue. Just uncheck the box that is applying the refund to next year's estimate and you will see the State refund amount in green on the top line.
‎April 7, 2020
5:21 AM