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sfomaurer
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How can I verify that my overpayment on my 2021 federal tax return has been applied to my 2022 tax liability?

 
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How can I verify that my overpayment on my 2021 federal tax return has been applied to my 2022 tax liability?

If you signed onto the 2022 online account using the same User ID you used to create the 2021 online account then the overpayment to be used on the 2022 return will have transferred.

 

Look at the Form 1040 Line 26 to see if the amount was applied to the 2022 tax return.

 

You can view your Form 1040 at any time using the online editions. Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

How can I verify that my overpayment on my 2021 federal tax return has been applied to my 2022 tax liability?

you can check with the iRS                       https://www.irs.gov/individuals/get-transcript 

get an online "account transcript" for 2022

there will be code 716 on the line that represents what the IRS is showing as the 2021 overpayment applied to 2022. I prefer this to Turbotax in case adjustments were made to your account that you are not aware of

 

 

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