I am trying to efile our 4th quarter 941 however line 12 does not match line 13 resulting in an overpayment. I checked the box to be applied a refund. When I submit form to efile it says there is an error that line 12 and 13 need to match. Can I not efile when there is an overpayment?
I'm here to help determine why you're getting the "need to match" error in your 941 forms.
The overpayment should not be a problem when filing your 941 forms as long as the overpayment amount is showing on Line 15 of your form. Can you try checking again if Line 15 has an overpayment amount before checking the box for Send a refund? Let me show you an example below.
If you need to reach out for more help and to get this resolved quickly, I suggest reaching out to our Payroll Support. They can use the screen share tool to double-check your reports and get back to business in no time.
That should get you back in track. Stay in touch how it goes after trying the steps or after reaching out to our Payroll Support. I'll be happy to help you further. Have a wonderful day.