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January 17, 2025
Solved

Can anyone tell me where to insert "overpayment applied to this year's return? The online version has no capacity to enter "overpayment applied to this year's return."

  • January 17, 2025
  • 1 reply
  • 0 views
There is no link or form to do so on, or after entering Quarterly Payments---prove me wrong.
    Best answer by VolvoGirl

    If it didn't transfer over from last year then enter a refund from last year that you applied to this year here.   BUT first make sure it's not already there.  You don't want to apply it twice.

     

    To enter last year's refund you applied to this year.

    Federal (Personal for Home & Business)

    Deductions and Credits

    Then scroll way down to Estimates and Other Taxes Paid

    Other Income Taxes - Click the Start or Revisit

     

    Next page scroll down to 2023 Refund Applied to 2024

    Click Start or Update by the tax you applied

     

    Then for state, you need to click on the state tab and go through state again for it to update.

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    January 17, 2025

    If it didn't transfer over from last year then enter a refund from last year that you applied to this year here.   BUT first make sure it's not already there.  You don't want to apply it twice.

     

    To enter last year's refund you applied to this year.

    Federal (Personal for Home & Business)

    Deductions and Credits

    Then scroll way down to Estimates and Other Taxes Paid

    Other Income Taxes - Click the Start or Revisit

     

    Next page scroll down to 2023 Refund Applied to 2024

    Click Start or Update by the tax you applied

     

    Then for state, you need to click on the state tab and go through state again for it to update.