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Level 2
posted Jun 26, 2024 9:51:31 AM

Refund applied to next year's tax does not match the amount I applied in the earlier year. Is there a simple notation to fix this?

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1 Best answer
Employee Tax Expert
Jun 26, 2024 1:30:24 PM

Please follow the instructions below to change the 2022 overpayment credited to 2023 in TurboTax Business Desktop:

  1. Open TurboTax.
  2. Go to the Federal Taxes tab.
  3. Click on Other.
  4. Continue through the screens until you the screen, 2022 Overpayment Credited to 2023
  5. Enter the correct overpayment amount.

1 Replies
Employee Tax Expert
Jun 26, 2024 1:30:24 PM

Please follow the instructions below to change the 2022 overpayment credited to 2023 in TurboTax Business Desktop:

  1. Open TurboTax.
  2. Go to the Federal Taxes tab.
  3. Click on Other.
  4. Continue through the screens until you the screen, 2022 Overpayment Credited to 2023
  5. Enter the correct overpayment amount.