The amount of my 2020 refund that I had credited to my estimates does not show up any where. How do I make sure it's there?

Forum|Forum|4 years ago
February 25, 2022
2 replies
13 views

Estimates paid section says not to enter what I had credited from refund. I does not show up in my running total.

TurboTax Premier Online

DoninGA

Level 15

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 Other Income Taxes, click on the start or update button

On the next screen select the options under 2020 Refund Applied to 2021

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 refund amount applied is shown on Form 1040 Line 26

VolvoGirl

Level 15

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.

Federal on left

Deductions and Credits at top

Then scroll way down to Estimates and Other Taxes Paid

Other Income Taxes - Click the Start or Revisit

Next page scroll down to 2020 Refund Applied to 2021

Click Start or Update by the tax you applied