This year I am filing Form IT-205-C. As of 2022, the Trust is exempt from NY Tax. All 3 tests are met. Tax is therefore zero. However, an overpayment from 2021 was credited to 2022. Turbotax ignores the overpayment and does not claim the refund. I am being forced to override numerous data fields directly on the forms to claim the refund and have it directly deposited into the Trust's bank account I am concerned that these overrides will not be included in the efiled return. Why must I enter any overrides? Tax was paid for 2022, tax is zero and a refund is appropriate. Any help will be greatly appreciated. (FYI - I am a tax professional and am very familiar with the issues. This is simply a software problem.)
It would be helpful to have a TurboTax ".tax2022" file that is experiencing this issue.
You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions:
At the top menu in the black line at the top of the page go to Online.
We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.