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March 25, 2025
Question

where'd you enter a 2023 tax overpayment applied to the 2024 tax?

  • March 25, 2025
  • 1 reply
  • 0 views
I don't see a place to enter it

    1 reply

    DoninGA
    Employee
    March 25, 2025

    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 Income Taxes Paid, click on the start or update button


    On the next screen select the options under 2023 Refund Applied to 2024


    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 federal tax refund amount applied is shown on Form 1040 Line 26