topic Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES. in Get your taxes done using TurboTax

Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

Baz — Tue, 10 Feb 2026 11:28:34 GMT

Re: Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

mesquitebean — Sat, 17 Feb 2024 10:07:44 GMT

Try this:

Log in and open your 2023 return, if not already open.
Once the return is open, click on the Search icon at the top right (magnifying glass).
In the search box enter this exact phrase: applied overpayment (without quotes) and then click the adjacent magnifying glass icon.
Click on Jump to applied overpayment.
Next screen: Estimates and Other Income Taxes Paid.
Scroll down about 2/3 of the page to 2022 Refund Applied to 2023 and expand that section. In the submenu choose the proper topic for type of payment (Federal, State, Local.)

NOTE: Before filing, make sure the overpayment shows up on your return so you get credit for it.

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Re: Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

Baz — Sun, 18 Feb 2024 20:57:22 GMT

That's great, thanks. When I followed your instructions, I saw that Turbotax had already entered the refund amount carried over from last year. (They should let you know they've done that.)

Re: Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

mesquitebean — Tue, 20 Feb 2024 06:03:48 GMT

You're welcome. It's good to check the entries anyway, even if a 2022 return transferred-in to 2023, to be sure everything transferred correctly. Good luck!