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February 27, 2023
Question

Can and how do I apply my overpayment on 1040 for 2021 to my 1040 for 2022?

  • February 27, 2023
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DoninGA
Employee
February 27, 2023

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 2021 Refund Applied to 2022


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 Form 1040 Line 26