Refund recovery

Forum|Forum|1 year ago
January 25, 2025
3 replies
46 views

Last year I had refund money withheld towards this year's taxes. Where do I find that amount exactly and where do I list it on this year's form? Does the government send a type of W-2 or something acknowledging this transaction?

xmasbaby0

Level 15

No, the IRS does not send you anything. Look on line 36 of your 2023 Form 1040 for the amount of your 2023 refund that you chose to apply toward 2024 tax owed.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

xmasbaby0

Level 15

Oh---and to enter it--

Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes

MindyB

Level 13

@xmasbaby0 is correct! The IRS will not send you anything, so you can refer to your original return. You will list the amount on your 2024 1040, page 2 line 26. If you cannot access it, you can also get a transcript from the IRS. See how to request a transcript here: What is an IRS Tax Transcript and How Do I Request One?