Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 26, 2021 2:48:51 PM

Where do I enter in the return the refund from last year that I have on deposit for this year?

I never filed through Turbo Tax so no return or refund is on file.

0 6 399
6 Replies
Level 15
Feb 26, 2021 5:49:28 PM

Easy solution.  See the instructions in the TurboTax FAQ I'm linking below to enter this in your 2020 program.  Please post back if you have any difficulty.

 

How do I get credit for a 2019 refund applied to 2020's taxes? 

New Member
Mar 1, 2021 10:35:34 AM

Your response only caused more questions. You need to try to follow your instructions because they didn't work as written.

I called in and they got me to where I needed to be for entry of last years tax refund.

Level 15
Mar 1, 2021 11:55:20 AM

The instructions I shared with you were written by TurboTax.  Glad you got your issue straightened out.  

Level 15
Mar 1, 2021 12:03:50 PM

Did the Jump To Instructions not work?  People seem to have trouble getting to Jump To items to show up.  

 

Did you find it here?

Federal on left

Deductions and Credits at top

Then scroll way down to Estimates and Other Taxes Paid

Other Income Taxes - Click the Start or Revisit

 

Next page scroll down to 2019 Refund Applied to 2020

Click Start or Update by the tax you applied

 

Then for state, you need to click on the state tab and go through state again for it to update.

Level 15
Mar 1, 2021 12:13:21 PM

Where did you get stuck?  The instructions in the link worked for me.

 

New Member
Mar 1, 2021 12:46:02 PM

As you may have guessed the Jump Too instructions didn't work but embarrassingly simple fix, double or triple click will do it.

Thanks for your help and interest.