To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -Click on Federal Taxes (Personal using Home and Business)Click on Deductions and CreditsClick on I'll choose what I work on (if shown)Scroll down to Estimates and Other Taxes PaidOn Other Income Taxes, click on the start or update buttonOn the next screen select the options under 2018 Refund Applied to 2019 Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this yearThe prior year refund amount applied is shown on Schedule 3 Line 8 and on Form 1040 Line 18d

Question

When I filed my 2018 taxes I had a Fed refund of $1238 I selected to defer this refund as a credit towards my 2019 taxes. Now that I’m filing 2019, there is no credit ???

Forum|Forum|6 years ago
May 8, 2020
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TurboTax Live Self Employed

DoninGA

Employee

To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Other Income Taxes, click on the start or update button

On the next screen select the options under 2018 Refund Applied to 2019

Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year
The prior year refund amount applied is shown on Schedule 3 Line 8 and on Form 1040 Line 18d

M

mesquitebean

Employee

There is a specific subtopic where you enter an overpayment from 2018 that was applied to 2019 taxes. Here's how to enter it:

Did your 2018 data transfer into your 2019 return when you started this year? If so, the overpayment may already be prepopulated, but you need to verify that it did. Here's how to go through the interview steps for the overpayment section to see if the 2018 overpayment is prepopulated, and if not, you can enter it.

Log in and open your return.
Once the return is open click on the Search tab in the top right corner.
Enter this exact phrase: applied overpayment (without quotes) and then click the adjacent magnifying glass icon.
Choose Jump to applied overpayment.
Next screen: Estimates and Other Income Taxes Paid.
Scroll down about 2/3 page to 2018 Refund Applied to 2019 and choose the proper topic for type of payment (Federal, State, Local.)

Before filing, make sure the payment shows up on your Federal return (and State return, if applicable).