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June 3, 2019
Solved

How to get 2018 federal overpayment applied to 2019 taxes, line 21. Turbo tax put it on line 20a, refund

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DoninGA
DoninGAAnswer
Level 15
June 3, 2019

To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Other Tax Situations
  • Under Additional Tax Payments
  • On Apply Refund to Next Year, click on the start or update button

Or enter apply federal refund to next year in the Search/Find box located in the upper right of the program screen.  Click on Jump to apply federal refund to next year

The amount applied to next years taxes will be shown on Form 1040 Schedule 5 Line 66 and flows to Form 1040 Line 17 

1 reply

DoninGA
Level 15
DoninGALevel 15Answer
Level 15
June 3, 2019

To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Other Tax Situations
  • Under Additional Tax Payments
  • On Apply Refund to Next Year, click on the start or update button

Or enter apply federal refund to next year in the Search/Find box located in the upper right of the program screen.  Click on Jump to apply federal refund to next year

The amount applied to next years taxes will be shown on Form 1040 Schedule 5 Line 66 and flows to Form 1040 Line 17