Client died in June 2019 while 2018 1040 on extension. We want to apply 2018 overpayment to 2019 tax but Lacerte disregards this and shows it as a refund. How to fix?
We did not pay the first and second quarter 2019 estimated tax since we planned to apply the 2018 overpayment which would cover them. Client died in June 2019 while 2018 return is on extension. Everything was fine until I entered in the date of death on Client Information screen, and then Lacerte changed the overpayment to a refund instead of applying it to 2019. Taxpayers will have a tax liability in 2019 since income was earned from January - June 2019, and we will file a final return for 2019. How can I apply the 2018 overpayment to 2019?