IRS Adjustment to 2024 Estimated Taxes

[TreeFarmGuy]

Hello

In 2024, I missed and did not include one of my estimated tax payments in 2024 Turbo Tax Home & Business, and after filing, the IRS issued a refund. I did not go back into 2024 Turbo Tax Home & Business and make any adjustments. (Estimated Tax payment was a few thousand dollars)

Does this mess up my 2025 TurboTax Home & Business information transfer for my 2025 filing? Do I need to make an adjustment somewhere?

Thanks for the help!

[MinhT1 · Accepted solution]

No. The 2024 estimated tax does not transfer to your 2025 return.

The IRS corrected your 2024 estimated tax and issued a refund. This settles your 2024 tax return.

There is no adjustment to make on your 2025 tax return. Make sure to enter your 2025 estimated taxes correctly.

[TreeFarmGuy]

Thanks

[user17727300208]

How do I get a copy of my 2024 tax paper

[DoninGA]

@user17727300208 

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

Scroll down to the bottom of the screen and on the section Your tax returns & documents.  Click on the Year and Click on Download/print return (PDF)

If you used the desktop CD/Download editions installed on your computer, the only copy of your tax data file and any PDF's will be on the computer where the return was created.  TurboTax does not store online any returns completed using the desktop editions.

Go to this IRS website for free transcripts of a federal tax return - https://www.irs.gov/individuals/get-transcript

For a fee of $30 you can get a complete federal tax return from the IRS by completing Form 4506 - http://www.irs.gov/pub/irs-pdf/f4506.pdf