Change in Overpayment - CA Schedule X - Spidell

Change in Overpayment – CA Schedule X

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Message Board Change in Overpayment – CA Schedule X

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    • #305167
      Anonymous
      Participant

      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?

    • #305196
      Lynn Freer
      Participant

      Once a refund is applied to the following year you cannot change and get it refunded.

    • #305335
      Anonymous

      It can be changed by making the request with a letter to the FTB.

    • #305362
      Lynn Freer
      Participant

      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.

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