NYS IT-2105

I'm trying to apply my refund to 2023 taxes. On IT-2105 in Part II item 1 shows the amount of the refund, I check the box below to indicate I want to apply the overpayment. In the line below I enter the total amount. In line B I check the box (total amount in 1st Q). The tax form and header prompt still show me getting the full refund. I tried the override for this item on the IT-201 and the review sent me back to the estimated tax form. How do I apply the refund to my 2023 taxes?

270

Level 2

Aug 18, 2023 12:09:46 PM

After playing a little more with IT-2105 I discovered the problem. The box under the refund amount line should not be checked. Just write in the total amount to be applied to the 2023 estimated tax, and then the refund showing in the header goes to $0. I'm not sure why checking the box confuses things when the refund amount and amount put to estimated tax are the same.

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NYS IT-2105