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Glad to have you here in the Community, @fern1.
Let me provide a couple of scenarios and help you categorize a refund from the IRS.
If you want to apply the refund to the next quarterly tax, you can categorize it as an estimated tax. Here's how:
However, if you don't want to apply it to the next quarter, you can record it as a personal transaction. Let me guide you how.
As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.
Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a good one.
The transaction is already in my QB listings and showed as income. I change it to a personal transaction and in the category column, I designated it as a deposit. Will let my tax preparer know. Thank You.
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