- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
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.
________________________
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"
__________________________
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.