topic Amending CA 540 from prior year applying refund to next year in State tax filing

Amending CA 540 from prior year applying refund to next year

E-D996 — Tue, 24 Feb 2026 07:24:28 GMT

On an amended 540 the Schedule X shows an overpayment that was originally applied to estimated taxes.

This amount continues to show up as a refund on the Schedule X and the amended 540 even though I indicated that it should be left behind. How can I, or should I, be able to apply it to my 2023 Taxes? I do not want a refund!

Re: Amending CA 540 from prior year applying refund to next year

Anonymous_ — Thu, 14 Sep 2023 13:38:34 GMT

If you don't get an answer here today, contact Support.

How do I contact TurboTax? (intuit.com)

Re: Amending CA 540 from prior year applying refund to next year

TomD8 — Thu, 14 Sep 2023 16:04:46 GMT

If you want your entire amended refund applied to your 2023 taxes, the amount should be entered on Line 10 of your Schedule X. Line 11 should then be zero.

https://www.ftb.ca.gov/forms/2022/2022-540-x.pdf