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?

[AmyC]

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:

1. Go to the Federal tab 
2. Go to Deductions and Credits
3. Show All Breaks
4. Scroll down to Estimates and Other Taxes Paid
5. Locate Income Taxes Paid
6. Select Start
7. Select Yes
8. Scroll down to 2018 Refund Applied to 2019
9. Select the middle on, 2018 refund applied to 2019 state taxes
10. Select Start
11. Select your state and enter the amount
12. Select Done

[mom42]

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.

[randybruin]

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.

[BillM223]

Amy gave you above the way to enter taxes carried over to next year. This does not require plugging a number into the Carryover Worksheet, which isn't available to Online users anyway.

If you are having trouble with the navigation to get to where you want to go, you can also do a Search (upper right) for estimated taxes paid and click on the jump-to link. This will take you to step 4 as described by Amy above.

[mom42]

 I used Amy, Bill and Randy's responses, plus another one I found and was able to clear the exception.  I'm not sure that it's right though.  First, this was not about estimated taxes being paid through a carryover.  It was about recording the 2018 tax refunds received.  So when I went to the form, the only number that I could change was the Arizona taxable refund which I changed to "0" to match the amount in the Federal column which was $0.  I could not change the $0 in the Federal column.  We claimed the standard deduction in both 2018 and 2019 for both Federal and the State of Arizona.  One of the posts that I read mentioned that the tax refund wouldn't matter if I took the standard deduction.  Does that make sense?  Thank you all for your help. 

[BillM223]

@mom42

Yes, the Search term that I gave you was "estimated taxes paid", but the third heading on that screen is "2018 Refund Applied to 2019", which is the section that you want. Is that what you updated or dud you make the change in the section called "Estimated Tax Payments"?

If you didn't make the changes under "2018 Refund Applied to 2019", please go back and undo what you did and go to the "2018 Refund Applied to 2019" section instead.

"One of the posts that I read mentioned that the tax refund wouldn't matter if I took the standard deduction. "

We're talking about two different things here. The initial conversation with randybruin was about how to make sure that the 2018 federal and state refund was applied to the 2019 return in TurboTax. That's what the Estimated Taxes Paid discussion has been all about.

The tax refund that has to do with taking the Standard Deduction is referring to when the state taxing agency refunds some or all of your state taxes and sends you a 1099-G. This is not your tax from one year carrying over to another year, this is a refund from the state. The thing about Standard Deduction has to do with determining if this tax refund is taxable - this is not the situation here.

[mom42]

Yes. I am talking about a 2018 Income Tax Refund. I received the refund from Arizona in my bank account. I do not pay estimated taxes and I do not apply my refunds to the next year.

On TurboTax, the error was in the State and Local Tax Refund Summary. Originally I had entered the 2018 refund from Arizona, but that created an error in Turbotax on the Arizona Tax Form. When I flipped to the form, there were two columns. On the "Arizona income tax refund" line there was a "0" under Federal Amount column and the amount that I received in 2019 under the Arizona Column headed "2019 Arizona Source amount only". It seems like Arizona wouldn't need to know what they refunded me, so entering a "0" for Arizona would be ok to do, or am I missing something. Is it a glitch in TurboTax, and an Arizona refund should not carry over to the Arizona tax return for the next year? I did take the standard deduction on both the Arizona and Federal return in both 2018 and 2019. Thank you for your help. I really do need it, and appreciate it.

[DavidS127]

Because you used the Standard Deduction in 2018, your Arizona state tax refund is not included in your taxable income for 2019.

@mom42