In reply to JeffreyR77
The instructions above, in TurboTax Online ("TTO") work for Method 1 of the IRS
** form lines based on Tax Year 2021 ("TY21") **
Use TurboTax Desktop ("TTD") for Method 2
Open Forms mode and open Schedule 3
- click on line 13d and click on the magnifying glass
- this brings you to the 1040/1040SR Wks
- click on line E in Other Credits and Payments Smart Worksheet
- enter the calculated tax related to prior years by clicking on the + sign
- enter each tax year separately - if your taxable income is zero, it would generally be the tax line below taxable income 100% (in tax history 5 year worksheet if you have history)
- this will populate line 13d in the 1040/1040SR Wks ("worksheet")
- this will also populate Schedule 3, line 13d
- this will also populate Form 1040 line 31 (Tax Year 2021) to provide the CREDIT (method 2)
