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I assume you are trying to report a 2019 overpayment that you chose to apply toward 2020 estimated taxes.

 

If you are using the same account as last year, and if the 2019 data transferred into your 2020 return, it may already show up.  But regardless, you need to check and make sure, and enter it if necessary, so you get credit for it.

 

  • Log in and open your 2020 return.
  • Once the return is open, click on the Search tab at the top.
  • In the search box enter this exact phrase:  applied overpayment  (without quotes) and then click the adjacent magnifying glass icon.
  • Click on Jump to applied overpayment.
  • Next screen:  Estimates and Other Income Taxes Paid.
  • Scroll down about 2/3 of the page to 2019 Refund Applied to 2020 and choose the proper topic for type of payment (Federal, State, Local.)

Before filing, if this was a Federal overpayment, make sure the payment shows up on your Federal return.  Also, if applicable, any state/local overpayments from 2019 on the 2020 state/local returns.

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