Tax prepayment not recognized by Colorado Dept of Revenue

[DalePuyWA]

I have a dispute submitted with CO Dept of Revenue, but wanted to see if anyone had an experience such as mine.

I submitted my 2024 CO State taxes, with a $361 prepayment, which would have been my 2023 refund amount. In Turbo Tax, I elected to prepay that amount instead of receiving the refund. The worksheet showed it, the 2023 tax form had it included. I did not see I had any other action.

Now this year, CO states I under paid my taxes due by that $361, implying they had no record of that pre-payment. Of course I'm disputing it, but have no receipt of that payment other than 2023 tax form had it listed as a pre-payment to 2024 1st quarter estimated tax payment.

Any ideas how else I represent my case?

Is Intuit able to take my side, represent my case?

Dale

[xmasbaby0]

TurboTax does not receive any information from the IRS or your state after your return was filed, so no one at TurboTax knows about a letter you received from the IRS or the state.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-audit/turbotax-audit-support/L6AcMoN...

https://ttlc.intuit.com/turbotax-support/en-us/help-article/internal-revenue-service/got-cp2000-noti...

[VolvoGirl]

One thing to check is did your 2023 return get filed?  Did you efile it?  Was it accepted?  Did you go all the way through the File tab, through the 3 steps and hit the big orange Transmit Returns Now button? Maybe you didn’t finish filing it or it rejected or you were suppose to mail it.   When you log into your account you should see the status and if it was Accepted or Rejected, Started, Printed, Ready to Mail, etc. What does it say?

Check back though your emails. When you efile you get back 2 emails. The first email only confirms the transmission. The second email says if the IRS (or state) Accepted or Rejected your efile. 

[SteamTrain]

Another thing to check on your 2024 tax return, is to check the total of all your withholding plus estimated tax payments to make sur it isn't $361 too high.

i.e. its' possible you double entered that $361 value......because, the 2023 overpayment applied to 2024 taxes goes in one place that is NOT the same place as the 1st QTR estimated tax payment  (even though it qualifies as such).   SO if you entered it both as a carry-over payment, and again a s a first QTR estimated payment then CO is right for asking you to pay $361 back

 If you have desktop software, you can look at the 2024 state "Tax Payments" worksheet in Forms Mode....down in the state forms section.  (on my NC software, the prior year carryover amount applied to 2024 is on line 6 of that worksheet....don't know if CO software has the same layout for that worksheet).

If you use the "Online" software, you would have to get the 2023 PDF download with all the forms and worksheets to be able to see that state Tax Payments worksheet.  If you don't have that PDF yet, a new download of your archived 2023 taxes PDF that is in your account, should now contain all of those worksheets.

[VolvoGirl]

Or did it transfer 2023 into 2024 when you started?  It would have automatically transferred the $361 but you might have entered it again either as a 1st quarter estimated payment or as Applied from last year.  So it could have been entered twice.