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Level 3
posted Mar 22, 2023 8:40:20 AM

How do i generate 2021 "Federal Carryover Worksheet"?

I am trying to avoid  penalty for under withholding in 2022

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1 Best answer
Level 3
Mar 22, 2023 9:46:46 AM

What I needed was the "Federal Carryover Worksheet". I revisited my 2021 return and made sure to include ALL worksheets, and then it was in the form.

2 Replies
Expert Alumni
Mar 22, 2023 9:10:37 AM

I want to be sure I understand.

Did you get a refund on your 2021 tax return that you applied to tax year 2022?

 

This can be posted and seen in TurboTax.

  1. Go to Deductions & Credits.
  2. Under Your Tax Breaks 
  3. Scroll down to Estimates and Other Taxes Paid.
  4. Select Income Taxes Paid from the Drop-Down.
  5. Under 2021 Refund Applied to 2022
  6. Choose 2021 refund applied to 2022 federal taxes.
  7. Confirm, or enter the amount.

 

 If this does not completely answer your question, please contact us again and provide some additional details.

 

Level 3
Mar 22, 2023 9:46:46 AM

What I needed was the "Federal Carryover Worksheet". I revisited my 2021 return and made sure to include ALL worksheets, and then it was in the form.