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Applying an overpayment from last year's joint return to this year's separate returns
My spouse and I live and work in NJ. Last year we filed jointly but this year we are filing separately. We made an overpayment on last year's joint return, which we applied to this year's taxes. What forms do I need to file (for federal and NJ) with each of our separate returns to put part of that overpayment on my return and part of it on my spouse's return? How do I get TurboTax to generate these forms properly?
‎October 13, 2023
12:03 PM