This one threw me for a loop and the response was a little surprising.
1. TT user files taxes early and sets up payment to IRS & Cali FTB on April 15th via direct deposit. Hypothetical user owes IRS $15K and CA $10K
2. TT user files amended return, which has a refund from CA of $5k
One would think the CA FTB would reconsile the original and amended return so it withdraws on April 15th just 5K. However, that does not appear to be the case, CA FTB withdraws $10K as planned, than weeks later an overpayment check is sent out according to a FTB agent who I'm not sure was fully confident.
One option is to call E-programs FTB rep and have them cancel the scheduled $10K from the original TT filing, than log into My FTB and setup a manual payment doing the math yourself to make a payment of $5K.
I'm still unclear if the system does not reconsile the original and amended return before the 15th due date, how does it know to provide a $5k refund and if the $5K manual payment is correct. According to the rep the system is not smart enough to reconsile.
In any case that is what I did which was to cancel the original and make a manual payment. I guess ill know on the 15th or after what issues arise.
