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goldnetzj
New Member

After allocating my 5,000 refund all to one I bond, the system doesn't allow me to go to step 3 under filing

 
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HeatherPLO
Intuit Alumni

After allocating my 5,000 refund all to one I bond, the system doesn't allow me to go to step 3 under filing

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goldnetzj
New Member

After allocating my 5,000 refund all to one I bond, the system doesn't allow me to go to step 3 under filing

I had an overpayment more than $5,000 so I credited the excess over $5000 to estimated tax and that left a $5,000 refund.  When I tried to allocate it all to i bond purchase and then tried to go to step 3, it would not let me.  So then I changed the amount applied to estimated tax to leave a refund balance of $5,100, allocating $5000 to the bond and $100 to a refund check, and it worked.  The system then allowed me to complete the filing section and filed out Form 8888 with the $5000 allocated to bond and the $100 to a refund check.  So it seems that if the refund amount is exactly $5,000 the system won't work because I guess the refund is not "split" between the i bond and the refund check.

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