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bce0
Level 2

my 2018 state tax refund was adjusted downward, i had the refund carried forward to 2019. how do I adjust the downward adjustment in 2019 Turbo tax state data transfer?

 
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2 Replies
AnnetteB6
Expert Alumni

my 2018 state tax refund was adjusted downward, i had the refund carried forward to 2019. how do I adjust the downward adjustment in 2019 Turbo tax state data transfer?

Use the following steps to enter or adjust the 2018 overpayment applied to your 2019 taxes:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “overpayment applied, sch a” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to overpayment applied, sch a
  • Click on the blue “Jump to overpayment applied, sch a” link
  • Scroll down the page to the 2018 Refund Applied to 2019 section
  • Click Start or Update beside 2018 refund applied to 2019 state taxes and enter your information
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bce0
Level 2

my 2018 state tax refund was adjusted downward, i had the refund carried forward to 2019. how do I adjust the downward adjustment in 2019 Turbo tax state data transfer?

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