The originally filed 540 for 2020 selected Overpayment Applied to 2021. Now the taxpayer wants the refund direct deposited. I think a Schedule X is required. If so, I think an explanation is the only part of the Schedule X to complete. Is that right?
I have only seen that work once in the ??? (many) years I have practiced and owned Spidell only once did I see that happen. It was a serious financial issue that caused the FTB advocate to agree to make the switch and that was probably 1978. I haven’t seen or heard of it working since. Suggest starting with the hotline and working your way up to Advocate.