Disregarding any issue of interest, if you want to elect to have you tax overpayment from your 2021 return applied to your 2022 federal return, follow these steps in TurboTax Online:
- If you don’t see 2022 TAXES in the left pane, scroll down and select the dropdown to the right of Deductions & Credits and select Let’s get started, Pick up where you left off, or Review/Edit.
- Otherwise, in the left pane, select the dropdown to the right of Federal, then select Deductions & Credits
- On the Your tax breaks page, scroll down and select the Show more dropdown to the right of Estimates and Other Taxes Paid
- Select Start or Revisit to the right of Income Taxes Paid
- On the Income Taxes Paid page, scroll down to 2021 Refund Applied to 2022 and select Start to the right of 2021 refund applied to 2022 federal taxes
- Enter your 2021 federal refund applied to 2022 on the How much of your 2021 federal refund did you apply to your 2022 federal taxes? page, then select Done
