Sorry, I posted the Online steps above when in actuality you are using desktop TurboTax. I realize you no longer need the steps anyway since you used Forms Mode, but for others, or for your curiosity, here's the method in step-by-step interview mode in the desktop product. As I mentioned above, it's done on the Federal side of the program, but be sure it carries over to appear on your state return, and then run the State Review again to be sure all is well.
- Federal tab (it's the PERSONAL tab in Home and Business).
- Subtab Deductions & Credits.
- "I'll choose what I work on"
- Your 2024 Deductions & Credits page.
- Scroll way down to Estimates and Other Taxes Paid.
- Find subtopic Other Income Taxes and click Start or Update.
- On the Other income taxes screen scroll down to category 2023 Refund Applied to 2024.
- Find the subtopic for type of applied overpayment (Federal, state, or local) and click Start or Update.
