How do I record last year refund to this year estimated taxes paid?

Forum|Forum|1 year ago
March 14, 2025
6 replies
66 views

I had refund due of estimted taxes for 2023 which was credited to 2024 estimated taxes. Screen says not to record, so how do i enter this?

LenaH

Alumni - Expert

To enter last year's refund that was applied to 2024, please follow the instructions below:

Open your return.
Click Federal.
Click Deductions & Credits.
Scroll down to Estimates and Other Taxes Paid.
Click Start next to Income Taxes Paid.
Click on 2023 Refund Applied to 2024.
Enter your information.

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grdad2xAuthor

Level 2

Thanks for your reply.

My screen says "don't enter any 2023 overpayment applied to this year's return. It only gives a choice to choose to enter 'Additional payments with a date paid'

Any further help you can suggest?

MarilynG

Level 15

If you used TurboTax last year and indicated that you wanted to apply your 2023 return to your 2024 tax, the amount will already be filled in for you, and you won't need to enter it.

However, make sure you're in the right place (screenshot).

@grdad2x