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Employee
March 22, 2023
Solved

How do i generate 2021 "Federal Carryover Worksheet"?

  • March 22, 2023
  • 1 reply
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I am trying to avoid  penalty for under withholding in 2022
Best answer by george.hetrick

What I needed was the "Federal Carryover Worksheet". I revisited my 2021 return and made sure to include ALL worksheets, and then it was in the form.

1 reply

JohnB5677
March 22, 2023

I want to be sure I understand.

Did you get a refund on your 2021 tax return that you applied to tax year 2022?

 

This can be posted and seen in TurboTax.

  1. Go to Deductions & Credits.
  2. Under Your Tax Breaks 
  3. Scroll down to Estimates and Other Taxes Paid.
  4. Select Income Taxes Paid from the Drop-Down.
  5. Under 2021 Refund Applied to 2022
  6. Choose 2021 refund applied to 2022 federal taxes.
  7. Confirm, or enter the amount.

 

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george.hetrickAuthorAnswer
Employee
March 22, 2023

What I needed was the "Federal Carryover Worksheet". I revisited my 2021 return and made sure to include ALL worksheets, and then it was in the form.