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@JerryChicago 

 

I'm not sure how you would fudge your 2024 tax file to indicate that change.

BUT, if it was me

I'd just transfer in my existing 2024 file into 2025.

Then, on the Deductions&Credits page, down in the Estimated Taxes section, in that submenu, there is a specific line for the prior year's Federal Refund Applied to 2025 taxes.  You'd just enter that menu item and change the $$ amount to what was actually issued/applied to 2025 taxes.

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On my desktop software, the "Estimates and Other Taxes Paid" section had the selection as "Other Income Taxes" ....going in there the line item was for "2024 refund applied to 2025 federal taxes"

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You might need to explain more as to your actual filing sequence where you both pay the IRS and also expect to get a refund.....though, I guess it could happen with a larger than needed extension payment.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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