Skip to main content
February 13, 2024
Question

Where do I list the hold over refund on the state form from 2022?

  • February 13, 2024
  • 1 reply
  • 0 views
No text available

1 reply

February 15, 2024

If you used TurboTax to prepare a 2022 tax return that refund should have been automatically applied to 2023 taxes.

 

You should preview your return to see if it is already included on the return.  Here are instructions to preview the 1040

 

You can view your entire return or just your 1040 form before you e-file:

 

  1. Sign in to your TurboTax account.
  2. Open or continue your return.
  3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner).
  4. With the Tax Tools menu open, you can then:
    • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first).
    • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu
    • Check line 26 for amounts applied from 2022

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"