topic Tax Refund Applied to 2023 in Get your taxes done using TurboTax

Tax Refund Applied to 2023

TonyV22 — Wed, 11 Feb 2026 03:31:33 GMT

My tax person last year applied my 2022 tax refund to my 2023 taxes, where do I enter that in TurboTax?

Re: Tax Refund Applied to 2023

DoninGA — Wed, 14 Feb 2024 20:42:53 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

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 federal tax refund amount applied is shown on Form 1040 Line 26

Re: Tax Refund Applied to 2023

TonyV22 — Wed, 14 Feb 2024 21:19:47 GMT

For the tax year 2022 I had a tax accountant do my taxes. I had an overpayment, and they applied the overpayment to my 2023 estimated tax. Do I have to enter that into "additional payments" in TurboTax? At the top of the estimated tax page, it says, "Don't enter payments made in 2023 for your 2022 tax return or any 2022 overpayment applied to this year's return." The tax accountant did not use TurboTax so how does it know I put my 2022 refund to my 2023 taxes?

Re: Tax Refund Applied to 2023

DoninGA — Wed, 14 Feb 2024 21:15:52 GMT

@TonyV22 Did you follow the procedure as shown on the the answer to your post?

Re: Tax Refund Applied to 2023

TonyV22 — Wed, 14 Feb 2024 21:29:55 GMT

I clicked on Federal Taxes and clicked on Deductions and Credits.

I then clicked on Estimated taxes, but there is no option to click on "Other Income Taxes". I just see the 4 quarters and a place to enter "Additional Payments". Is that where I would enter it?

Re: Tax Refund Applied to 2023

DoninGA — Wed, 14 Feb 2024 21:36:10 GMT

@TonyV22

In the Estimates and Other Taxes Paid section if you are using the TurboTax desktop CD/Download editions you need to use Other Income Taxes and click Start -

If you are using the TurboTax online web-based editions you need to use Income Taxes Paid and click on Start

Re: Tax Refund Applied to 2023

TonyV22 — Wed, 14 Feb 2024 21:58:46 GMT

I am so sorry. Yes, I am using a web-based addition. I had to scroll down farther and click on more options, and it showed me a list of things like "Your Home", "Education", etc. and found "Estimated and Other Taxes Paid". then found "Income Taxes Paid" and found "2022 Refund Applied to 2023". I entered it there. Thank you so much and for hanging in there for me! 🙂