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If it didn't transfer over from last year then enter a refund from last year that you applied to this year here. BUT first make sure it's not already there. You don't want to apply it twice.
To enter last year's refund you applied to this year.
Federal (Personal for Home & Business)
Deductions and Credits
Then scroll way down to Estimates and Other Taxes Paid
Other Income Taxes - Click the Start or Revisit
Next page scroll down to 2023 Refund Applied to 2024
Click Start or Update by the tax you applied
Then for state, you need to click on the state tab and go through state again for it to update.
If you applied your 2023 refund to your 2024 tax return, you can confirm or enter the amount in the Estimates - Other Taxes Paid screen.
Tried to do this a few times - it shows the overpayment amount from 2023 applied to 2024, but it doesn't work. Stills says I owe, even though the overpayment is 2x more than what I owe.
Do you owe in addition to the overpayment from 2023?
Please look at your Form 1040 line 26. This shows if the overpayment was reported on your tax return.
Look at Line 24, this is the tax you owe before subtracting the payments (included the overpayment from 2023) are applied.
Is it that the tax on line 24 is larger than all the tax that was withheld and paid including the 2023 overpayment?
HERE is how to look at your 1040 using Online
Desktop users simply switch to FORMS
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