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New Member
posted Feb 4, 2021 4:34:32 AM

How to add 2019 federal tax refund to 2020 form

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5 Replies
Level 15
Feb 4, 2021 4:46:38 AM

A federal tax refund is not entered on a federal tax return.

 

Or are you asking about applying a 2019 federal tax refund to the 2020 federal tax return because you selected that option on your 2019 tax return.

New Member
Mar 15, 2021 1:09:10 PM

How do I claim 2019 tax refund that was applied to 2020 tax return

Level 15
Mar 15, 2021 1:10:26 PM


@lroiseman wrote:

How do I claim 2019 tax refund that was applied to 2020 tax return


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 Other Income Taxes, click on the start or update button


On the next screen select the options under 2019 Refund Applied to 2020


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 refund amount applied is shown on Form 1040 Line 26

Level 1
May 2, 2022 5:08:18 PM

I have a 2019 w-2 I finally have been able to get my hands onto and want to know how I can go about filing them? 

Level 15
May 2, 2022 5:13:41 PM


@King0912 wrote:

I have a 2019 w-2 I finally have been able to get my hands onto and want to know how I can go about filing them? 


To complete and file a 2019 tax return using TurboTax you would need to purchase, download and install on a personal computer one of the 2019 desktop editions from this website - https://turbotax.intuit.com/personal-taxes/past-years-products/

 

A 2019 tax return can only be printed and mailed, it cannot be e-filed.

 

If the 2019 return has already been filed you will need to amend the 2019 return to add the W-2.

See this TurboTax support FAQ for amending a 2019 tax return - https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-turbotax-online-return/00/27577