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New Member
posted Jan 31, 2023 1:12:27 PM

Where do I find a place to record a 2021 Refund Applied to 2022. Their directions don't offer visible links.

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1 Replies
Expert Alumni
Jan 31, 2023 1:34:56 PM

You can apply the refund that was applied from 2021 to the 2022 tax return in TurboTax by using the steps here.

 

 It will be recorded like an estimated tax payment included with all other payments such as withholding. In TurboTax you can add that payment by using the steps below. 

  1. Open your TurboTax return
  2. Select Deductions and Credits > Estimated Tax Payments > Select Income Taxes Paid (you may need to select see all deductions)
  3. Scroll to 2021 Refund Applied to 2022 > Select 2021 refund applied to 2022 federal taxes (and state if you did that also)
  4. Start or Revisit/Update
  5. Continue to enter your overpayment.

Make sure to continue through the screens to allow TurboTax to fully accept your entry.