2019 refund applied to 2020 tax liability

Forum|Forum|5 years ago
January 23, 2021
1 reply
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I applied $789 of my 2019 federal refund towards 2020 taxes. Where do I disclose that amount when completing my 2020 data in Turbo Tax. I notice in the worksheet that there is mention of the application of prior year refunds, but I don't see where I enter the information.

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 2019 Refund Applied to 2020

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