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Level 1
March 4, 2025
Question

2023 overpayment applied to 2024

  • March 4, 2025
  • 5 replies
  • 6 views

There is no place to specify 2023 overpayment is to be applied to 2024 taxes. The explanations provided on this board does NOT work for Turbotax Premium!

    5 replies

    DoninGA
    Level 15
    Level 15
    March 4, 2025

    To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Deductions and Credits
    Click on I'll choose what I work on (if shown)
    Scroll down to Estimates and Other Taxes Paid
    On Income Taxes Paid, click on the start or update button


    On the next screen select the options under 2023 Refund Applied to 2024


    Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year


    The prior year federal tax refund amount applied is shown on Form 1040 Line 26

    Level 13
    March 4, 2025

    Here is how you can include your 2023 overpayment to 2024 in TurboTax Online, with a screenshot from Premium:

     

    1. Navigate to  Federal > Deductions & Credits > Estimates and Other Taxes Paid > Income Taxes Paid > Start or Revisit
    2. Choose 2023 refund applied to 2024 federal taxes 
    3. Enter the overpayment from 2023 to apply to 2024

    VolvoGirl
    Level 15
    March 4, 2025

    This doesn’t work?

    If it didn't transfer over from last year then enter a refund from last year that you applied to this year here.   BUT first make sure it's not already there.  You don't want to apply it twice.

     

    To enter last year's refund you applied to this year.

    Federal (Personal for Home & Business)

    Deductions and Credits

    Then scroll way down to Estimates and Other Taxes Paid

    Other Income Taxes - Click the Start or Revisit

     

    Next page scroll down to 2023 Refund Applied to 2024

    Click Start or Update by the tax you applied

    Mike9241
    Level 15
    Level 15
    March 4, 2025

    there is another place where you can enter the 2023 overpayment applied to 2024. there is a carryover worksheet where a federal overpayment applied to 2024 can be entered, 

    Mike9241
    Level 2
    October 9, 2025

    I don't need a add an overpayment applied, I need to remove an overpayment applied.  I am also trying to do this in Premium and there is no place to change the amount that Turbo Tax brought over from 2023.  Does anyone know how to help?

    VolvoGirl
    Level 15
    October 10, 2025

    To enter or delete a Federal or State Refund from last year that you applied to this year, go to

    Federal (or Personal for Home & Business)

    Deductions and Credits

    Then scroll way down to Estimates and Other Income Taxes Paid

    Other Income Taxes - Click the Start or Revisit


    Next page scroll down to 2023 Refund Applied to 2024

    Click Start or Update by the tax you applied. To delete, change the amount to zero.

    Level 2
    October 10, 2025

    Unfortunately in the Premier version the "2023 Refund Applied to 2024" is NOT showing up as an option.  I need a work around.