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February 2, 2020
Question

How to enter 2018 fed/state refunds that were credited to 2019 est tax?I've searched "2018 refund applied to 2019" but get circular logic in the results.

  • February 2, 2020
  • 2 replies
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2 replies

SteamTrain
Employee
February 3, 2020

In the Federal Taxes area...navigate to:

1)  Deductions&Credits page

2)  Scroll down to Estimates and Other Taxes Paid.  and expand that section

3)  Look for and open  Income Taxes Paid..  (don't use "Estimated Tax Payments" )

4) in there is a "2018 refund applied to 2019 Federal", and a "2018 refund applied to 2019 State".

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
February 3, 2020

Please know that the option you need is listed in TurboTax under Deductions & Credits, Income Taxes Paid and then, answer YES, to "About Income Taxes Paid - Used last year's refund to pay this year's taxes". On the next screen, select the option that relates to your scenario.

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