Need to adjust Form 1040 Line 26

Forum|Forum|5 months ago
March 25, 2026
4 replies
70 views

When I filed 2024 taxes, I had total overpayments of $39,000. I requested a refund of $2,000 and also requested to apply $37,000 to 2025. IRS actually sent me a refund of $16,000, so I need to adjust the $37,000 that is currently carried forward to my 2025 return, line 26. How can I make this adjustment?

DawnC

Level 15

You can do that in the Estimates and Other Taxes Paid section - in the Deductions and Credits area. Select Other Income Taxes in the Estimates section and then scroll down and select 2024 Refund applied to 2025 and update the amount there.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Mike9241

Level 15

first check the IRS website to see wht they show as being applied to 2025

you would want record of account transcript for 2024. the amout appied to 2025 would have code 768

Mike9241

tessfam4Author

Level 3

Mike, can you direct me how to do that? That would be so helpful!

Thanks!

tessfam4Author

Level 3

I was able to access my transcripts. You'd think after all these years I would've known I could do that, LOL! Anyway, the code I have is 836, not 768, but based on what I looked up for the code definitions, I think I'm good. Thanks!