Skip to main content
February 17, 2024
Solved

Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

  • February 17, 2024
  • 2 replies
  • 0 views
No text available
Best answer by mesquitebean

Try this:

 

  • Log in and open your 2023 return, if not already open.
  • Once the return is open, click on the Search icon at the top right (magnifying glass).
  • In the search box enter this exact phrase:  applied overpayment  (without quotes) and then click the adjacent magnifying glass icon.
  • Click on Jump to applied overpayment.
  • Next screen:  Estimates and Other Income Taxes Paid.
  • Scroll down about 2/3 of the page to 2022 Refund Applied to 2023 and expand that section.  In the submenu choose the proper topic for type of payment (Federal, State, Local.)

NOTE:  Before filing, make sure the overpayment shows up on your return so you get credit for it.

2 replies

Employee
February 17, 2024

Try this:

 

  • Log in and open your 2023 return, if not already open.
  • Once the return is open, click on the Search icon at the top right (magnifying glass).
  • In the search box enter this exact phrase:  applied overpayment  (without quotes) and then click the adjacent magnifying glass icon.
  • Click on Jump to applied overpayment.
  • Next screen:  Estimates and Other Income Taxes Paid.
  • Scroll down about 2/3 of the page to 2022 Refund Applied to 2023 and expand that section.  In the submenu choose the proper topic for type of payment (Federal, State, Local.)

NOTE:  Before filing, make sure the overpayment shows up on your return so you get credit for it.

BazAuthor
February 18, 2024

That's great, thanks. When I followed your instructions, I saw that Turbotax had already entered the refund amount carried over from last year. (They should let you know they've done that.)

 

Employee
February 20, 2024

You're welcome.   It's good to check the entries anyway, even if a 2022 return transferred-in to 2023, to be sure everything transferred correctly.   Good luck!