used last year refund for state estimated 2025 taxes , now confused.

[sunshiner1]

Last year I used 800 of my state tax refund for my 2025 state estimated taxes. Then I have paid 800 for 3 of the quarters. Somewhere it says I only paid 2400 for state taxes. So what worksheet do I look at to see if I was credited for all I have paid. Every year TT premier gets more difficult with stupid questions. 

Can anyone help me?  I do estimated state because we are retired and have fed taxes taken out but don't have state taxes taken out. 

[Hal_Al · Accepted solution]

If you used TT last year, that should have happened automatically.

To verify, In TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

   -Other Income taxes

    On the next screen, scroll down to:

     -2024 Refund applied to 2025 Taxes

        -2024 Refund applied to 2025 state Taxes

It will show up on line 6 of the Tax Payments Worksheet as Overpayments applied to 2025.

[VolvoGirl]

Where does it say that?  When did you pay the 4th  qtr estimate?  Was it in January 2026?  You might only be seeing the payments that go to federal schedule A as an itemized deduction.  Those  are just the payments you actually paid in 2025.  So the refund applied and the June & Sept estimates.   You will get credit for all the payments on  your state return.  

[sunshiner1]

I actually paid my 4th quarter in December. I am always afraid I will forget about in January.  

[sunshiner1]

Thank you! I will check this out. I was looking for the worksheets but wasn't successful at finding it before. 

[sunshiner1]

Thank you for your help ! I was finally able to find the refund applied and to correct multiple other things. Now I am all done for another year. 😥.