topic Where in TurboTax do I enter an overpayment from 2022 applied to 2023? in Get your taxes done using TurboTax

Where in TurboTax do I enter an overpayment from 2022 applied to 2023?

lilasnonno — Tue, 10 Feb 2026 10:10:59 GMT

Re: Where in TurboTax do I enter an overpayment from 2022 applied to 2023?

DoninGA — Tue, 09 Jan 2024 19:13:08 GMT

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 2022 Refund Applied to 2023

Re: Where in TurboTax do I enter an overpayment from 2022 applied to 2023?

VolvoGirl — Tue, 09 Jan 2024 19:13:23 GMT

If it didn’t transfer over from last year, then enter a refund from last year that you applied to this year here. BUT first make sure it’s not already there. You don’t want to apply it twice. It will be on line 26.

Federal on left

Deductions and Credits

Then scroll way down to Estimates and Other Taxes Paid

Income Taxes - Click the Start or Revisit

Next page scroll down to 2022 Refund Applied to 2023

Click Start or Update by the tax you applied