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2024 Refund Applied to 2025

Hi,

 

TT is apply an $891 2024 refund to my 2025 return... but when I look at my 2024 return, my overpayment was $468.  I have no idea where it is getting $891 from... where do I change it?

 

Thanks

 

Tom

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2 Replies
RachelW33
Employee Tax Expert

2024 Refund Applied to 2025

If the 2024 refund being applied to your 2025 Tax Return is incorrect, please follow these steps to make a correction: 

 

In TurboTax Online:

  1. Sign in to TurboTax and open your 2025 return.
  2. Select Federal from the side menu, then go to Deductions & Credits.
  3. Scroll down to the Estimates and Other Taxes Paid section and select Show More.
  4. Find the row for Other Income Taxes and click Start or Revisit.
  5. Look for the section titled 2024 Refund Applied to 2025 Taxes.
  6. Click Edit or Update next to the Federal or State entry and enter the correct $468 amount.

in TurboTax Desktop:

  1. Open your 2025 return.
  2. Select the Federal tab from the top of your screen and then select Deductions & Credits.
  3. Select I'll choose what I work on.
  4. Scroll down to the Estimates and Other Taxes Paid section and select Start or Update next to Other Income Taxes.
  5. Select Start or Update next to 2024 Refund Applied to 2025 Taxes (Choose Federal or State depending on your situation).
  6. Enter the correct $468 2024 Refund Applied to 2025.
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2024 Refund Applied to 2025

Are you asking about a 2024 federal refund you applied to 2025?  What's on 1040 line 36 to apply?  Or is it for state?

 

Or are you seeing a 2024 state refund being taxed on federal?  

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