topic Does TurboTax automatically carry over unused tax credits from 2022 for next year in 2023? (State tax credits) in State tax filing

Does TurboTax automatically carry over unused tax credits from 2022 for next year in 2023? (State tax credits)

nathan-johnson — Mon, 23 Feb 2026 10:14:30 GMT

I want to specifically confirm if Turbotax will automatically track this and move to next year or if I have to manually track and enter next year.

Re: Does TurboTax automatically carry over unused tax credits from 2022 for next year in 2023? (State tax credits)

xmasbaby0 — Wed, 25 Jan 2023 17:54:28 GMT

What tax credit? What state? We cannot see your tax return.

Re: Does TurboTax automatically carry over unused tax credits from 2022 for next year in 2023? (State tax credits)

nathan-johnson — Wed, 25 Jan 2023 18:28:39 GMT

AZ and tax credits (excess, unclaimed for 2022, trying to carry forward to 2023) for Private School Tuition contributions (Form 323 and 348) and other similar state tax forms.

Re: Does TurboTax automatically carry over unused tax credits from 2022 for next year in 2023? (S...

HopeS — Mon, 30 Jan 2023 16:39:36 GMT

Since the credit is s a nonrefundable credit, which means it can only be used to offset your actual tax liability. The remainder of the unused credit can be carried forward.

The carried forward credits will be shown in Part 2 and Part 3 of Form 323.

Before efiling your 2022 return you can review the actual return to see that your carryover credits are shown. You will be able to print your return to pdf once you pay for the software and review it before filing.

I have attached a link to the Arizona website with information on the credit, as well as the instructions to the form if you would like to see how the carry forward is computed.

Click on the link below and scroll to the Form 323 link at the bottom of the page.

Arizona Form 323

@nathan-johnson