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maddad69-
New Member

Turbo Tax will not permit entry for complete refund of overpayment on NYS resident return?

2020 NYS over payment shows correctly on 2021 return but Turbo Tax does not permit entry for direct deposit of over payment. Turbo Tax shows refund of $0.00 when it should be the amount of the overpayment.
2 Replies
tagteam
Level 15

Turbo Tax will not permit entry for complete refund of overpayment on NYS resident return?

Contact Support for a programmatic error.

 

What is the TurboTax phone number? (intuit.com)

Critter-3
Level 15

Turbo Tax will not permit entry for complete refund of overpayment on NYS resident return?

Did you have a 2020 overpayment applied to the 2021 state return ?   Did that show up correctly in the program and on the return ?  

 

Then did you accidentally apply the 2021 refund to the 2022 return in the state interview ?   Again review the state return to see if that is what you did ... and if you did return to the state interview to undo this error.

 

You can peek at only  the Federal form 1040 and the summary of the state info by going here:

1) lower- Left side of the screen...click to the left side of the "Tax Tools" text selection.
2)  then select "Tools"
3) then select "View Tax Summary" from the pop-up
4) then back to the left-side and "Preview 1040"

Then hit the "Back" on the left side to get back to your tax entries.

To view your entire return using the online editions (including the state) before you file, you will need to pay for your online account.

 

To pay the TurboTax online account fees by credit card, without completing the 2021 return at this time, click on Tax Tools >>> Tools  and then Print Center.  Then click on Print, save or preview this year's return.  On the next page, to pay by credit card, click Continue.  On the next screen it will ask if you want Audit Defense, if you do not want this option just click on the Continue button.  The next screen will ask for all your credit card information so you can pay for the account.

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