Things can change during the course of a year. The program wants you to input it. You could have: received it been audited had it taken Follow these steps to input: Go to the Federal tab Go to Deductions and Credits Show All Breaks Scroll down to Estimates and Other Taxes Paid Locate Income Taxes Paid Select Start Select Yes Scroll down to 2018 Refund Applied to 2019 Select the middle on, 2018 refund applied to 2019 state taxes Select Start Select your state and enter the amount Select Done

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randybruin

Level 2

Question

On my form 540 CA, Turbo tax is not carrying over my overpayment from 2018 to my 2019 form correctly. Is there a way to over right this value in TurboTax?

Forum|Forum|6 years ago
February 5, 2020
8 replies
47 views

No text available

TurboTax Online

AmyC

Level 15

Things can change during the course of a year. The program wants you to input it. You could have:

received it
been audited
had it taken

Follow these steps to input:

Go to the Federal tab
Go to Deductions and Credits
Show All Breaks
Scroll down to Estimates and Other Taxes Paid
Locate Income Taxes Paid
Select Start
Select Yes
Scroll down to 2018 Refund Applied to 2019
Select the middle on, 2018 refund applied to 2019 state taxes
Select Start
Select your state and enter the amount
Select Done

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mom42

Level 2

I have the same problem, only I’m in Arizona. The refund amount did not pull over from our federal return into the Turbotax form. It’s blank, but I did receive an Arizona refund, and did not apply it to 2019. I followed your instructions, and entered “0” since I did not apply any of our refund to our 2019 taxes. We received a direct deposit to my account. I’m hoping this helps explain it better? Thank you for your help.

randybruinAuthor

Level 2

Thank you mom42. I had to go into the forms (not Easy Step) and force feed an entry into Federal carry over worksheet for the CA overpayment to be correctly carried over. I should have put this info into the discussion after finding a workaround but completely forgot. Thank you for jogging my memory.