Solved: How to change the previous years over payment applied to the current return
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How to change the previous years over payment applied to the current return

We had an over payment in 2017.  We elected to apply that to our 2018 taxes.  We have since discovered an error in our 2017 return that increases our 2017 taxes and therefore reduces the amount of 2017 over payments that should be applied to our 2018 taxes.  I haven't found a way to adjust this in the program.  Is there a way to adjust the amount of over payment that the program automatically adds in? I tried override, but that doesn't work.

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New Member

How to change the previous years over payment applied to the current return

To adjust the amount of your prior year refund which was applied to 2018 taxes, while in your return:

  • Type "estimates paid" in the Search box
  • Click on "Jump to estimates paid"
  • On the "Estiamtes and Other Income Taxes Paid" page scroll down to "2017 refund applied to 2018 federal taxes"
  • Click on Start
  • You should be able to adjust the amount of your 2017 refund applied to 2018

View solution in original post

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New Member

How to change the previous years over payment applied to the current return

To adjust the amount of your prior year refund which was applied to 2018 taxes, while in your return:

  • Type "estimates paid" in the Search box
  • Click on "Jump to estimates paid"
  • On the "Estiamtes and Other Income Taxes Paid" page scroll down to "2017 refund applied to 2018 federal taxes"
  • Click on Start
  • You should be able to adjust the amount of your 2017 refund applied to 2018

View solution in original post

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New Member

How to change the previous years over payment applied to the current return

This answer really helped. I appreciate the person taking time to answer.  Thanks!
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New Member

How to change the previous years over payment applied to the current return

You're welcome.  Thanks for using TurboTax!!
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