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Level 1
January 30, 2023
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How do I get credit for overpayment of 2021 tax?

  • January 30, 2023
  • 2 replies
  • 47 views
I overpaid $275 last year and do not see how to get credit on this year's forms?
Best answer by Hal_Al

Assuming this was a federal overpayment, first, verify that the $275 is on line 36 of your 2021 form 1040. 

 

In 2022 TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

   -Other Income taxes

    On the next screen, scroll down to:

     -2021 Refund applied to 2022 Taxes

        -2021 Refund applied to 2022 Federal Taxes

TT should pre-populate that box with the $275 (if you used TT last year). But, it allows you to change it. 

2 replies

Hal_Al
Level 15
Hal_AlLevel 15Answer
Level 15
January 30, 2023

Assuming this was a federal overpayment, first, verify that the $275 is on line 36 of your 2021 form 1040. 

 

In 2022 TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

   -Other Income taxes

    On the next screen, scroll down to:

     -2021 Refund applied to 2022 Taxes

        -2021 Refund applied to 2022 Federal Taxes

TT should pre-populate that box with the $275 (if you used TT last year). But, it allows you to change it. 

KrisD15
Level 15
January 30, 2023

Please clarify your question. 

Is this for state or federal? 

What makes you say you overpaid? 

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