I have an overpayment on my 941, It is not pulling to the next qtr,

Worry no more, TammyFCS. I'm here to make sure we've got everything configured.

QuickBooks Desktop doesn't automatically apply the overpayment to the next quarter's Form 941. We'll have to manually override line 11 of Form 941 to include the credit. I'll guide you how.

1. Prepare your 941 form.

2. Add the credit amount and the amount shown on the 941 form.
3. Locate line 11 on the form, right-click the number, and select Override.
4. Enter the new amount. The form adjusts the total due or amount of overpayment.
5.  If you want to apply the overpayment to the next return, select Apply to next return.
6. You can select Send a refund if you want to receive a refund check.

I'm also adding these helpful articles for your future reference:

• Correct or Amend Forms 941 and 940
• E-file 940, 941, and 944 Tax Forms
• Record a Payroll Liability Refund Check

Please reach out to me should you need further assistance in manually overriding the form to include the credit. I'm more than happy to help. Have a good one.

Is it possible to enter it so that we account it for when I make my next payment?

Hey there, @TammyFCS. 

Thanks for following up with us. I hope you're enjoying the day so far. 

The steps provided by my colleague above would be the best course of action to take to apply the overpayment amount to your next payment. If you use step 5 of the listed steps included in the reply, you can choose to Apply to the next return. 

For additional information about applying overpayment credits, check out the articles I've included below. 

• Resolve a payroll tax overpayment
• Prepare and print Form 941, Schedule B, and Form 940

However, before taking further action, I recommend consulting your accountant to guide you in recording the overpayment credit, to ensure the credit is correctly applied in your tax forms. If you don't have one, you may use our Find an Accountant tool. 

Please let me know if you have further questions or concerns. You can always reach out to the Community any time you need a helping hand. Take care and have a fantastic weekend! 

It did not apply to the next return and the next returns says I have a balance due to the credit amount, it will not let me override

Tried this and it did not work. Are you sure line 11?   a, b or c or d??  None of these will let me override.

I do appreciate the things you've done to enter the overpayment from the previous quarter, @Ausmex.

Allow me to share some details about the updated 941 tax form.

You can enter the overpayment from the prior quarter in Line 13a 941 form. The Line 11a my colleague mentioned was for the old form. I'd also recommend speaking with your accountant or tax advisor to verify the data before sending the overpayment to the IRS, This is to ensure that your data is accurate and to avoid errors in the future.

If you don't have an accountant or tax advisor, don't sweat, you can find one here: QuickBooks Pro-Advisors. Simply choose the expertise of the accountant and your location so that we find someone who's near you.

I've also added this article for your additional reference about the updated form: Instructions for Form 941. This contains an updated guide on what are the details you need to input on each section. 

That's it! If you have further questions or concerns, please know that you can always share them in this thread. I'd be happy to address any of them here. Take care!

I have the same issue and CANNOT seem to get it resolved. Please help me, I've already asked my CPA and she verified that line 13A is the correct location for the overpayments from form 941x need to go BUT neither one of us have been successful in overriding the amount on the Quickbooks form so that we can submit the 941 form electronically. I'm using Quickbooks Desktop Pro Plus 2021; I'm not sure which Quickbooks she's using, but I believe that it's the accountants version as she normally has access to all of the forms needed in a handy location on the left side of the screen. 

Considering the extreme delay in processing mailed forms for the IRS currently (upwards of 6 months), it's VERY important for us to be able to submit this 941 electronically so that our business has access to the overpayments created by taking the employee retention credit. 

Please help us with this. 

TL/DR -- How do we override line 13A on the 941? Or what form points to that box so that we will know where to enter the amount so that we can get this electronically submitted before the IRS becomes overrun with income tax forms in the coming weeks. 

I know how difficult it is when you can't override line 13A on the 941, MissStateStephanie3. I'm here to help you with that.

Overriding the amounts on the 941 form is unavailable in QuickBooks Desktop. The program complies with the IRS tax laws to generate the numbers based on the date you pay your employees. As a workaround, I'd suggest using the liability adjustment feature.

You can also reach out to our QuickBooks Support Team to guide you with the process. They're equipped with tools to access your account and help you resolve the issue.

Here's how: 

1. From the Help menu, select QuickBooks Desktop Help.
2. In the Have a Question window, scroll down to click the Contact us link.
3. This will display the Contact Us screen.
4. Go to the Tell us more about your question section to enter the issue or topic in the field box.
5. Click the Search button to display the Start a Message button.

Additionally, I've included these articles that'll help you learn more about how Desktop populates the lines on Form 941:

• How QuickBooks Populates Form 941
• Troubleshooting Amounts in Form 941/Sch. B - Employer's Quarterly Federal Tax Return

I'm only a few clicks away if you need assistance with your other payroll-related tasks, MissStateStephanie3. It's always my pleasure to help you out again.

Thank you for the response. I will try again to get assistance from the Quickbooks help team tomorrow. 

Updating to add - Quickbooks appears to have addressed this issue in the new payroll update. A very patient Quickbooks technician walked me through updating my Quickbooks desktop - afterwards, the 'New Features' tab states New files installed - I guess this gave ability to edit line 13a on the 941 form because all you have to do now is simply click (not right click) in the box and type in the amount. I'm fairly positive I tried this about 30 times before in the past 2 months and it gave me a canned message about how Quickbooks follows the federal laws and so that field isn't editable. 

Thank you Quickbooks, for realizing that this is the only way that we can add the overage from 941x as it specifically references in line 13a! And thank you to Melvin for quickly getting me back on track!