topic How to enter in turbo tax the amount overpaid when 2021 extension was submitted to be applied to 2022 estimated tax in Get your taxes done using TurboTax

How to enter in turbo tax the amount overpaid when 2021 extension was submitted to be applied to 2022 estimated tax

itsekhmistrouk — Tue, 24 Feb 2026 07:09:11 GMT

I submitted extension for year 2021 and payed taxes due. That resulted in overpayment of tax due according to the actual return submitted later. After I submitted a return I received a notice CP21C saying "Amount applied to 2022 estimated tax - $$$". Question: how do I enter this amount in turbotax 2022 while preparing my return? Google search suggested I need to enter it on form 1040 schedule 5 line 66. I do not see this schedule 5 in the list of forms in Turbo Tax. Please help!

Re: How to enter in turbo tax the amount overpaid when 2021 extension was submitted to be applied to 2022 estimated tax

Hal_Al — Sun, 13 Aug 2023 11:51:46 GMT

In TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

-Other Income taxes

On the next screen, scroll down to:

-Other income taxes paid in 2022

On the next screen:

-Payments with Extension

-Payment with 2022 Federal extension

Re: How to enter in turbo tax the amount overpaid when 2021 extension was submitted to be applied to 2022 estimated tax

VolvoGirl — Sun, 13 Aug 2023 15:13:19 GMT

Something doesn't make sense. When you filed the 2021 return did the extension payment show up? For 2021 Federal Extension payments should be on schedule 3 line 10. And go to 1040 line 31. Then you should have had a Refund on 1040 line 35a? Then did you have the refund applied to 2022 return on line 36?

Schedule 5 is for old tax returns. For 2022 the amount applied from 2021 goes straight to 1040 line 26 (no schedule)