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New Member
posted Apr 1, 2023 12:47:31 PM

Adjusting prior year (2021) overpayment applied to 2022

I filed my 2021 Federal return applying the refund to my 2022 estimated taxes.  The overpayment was later reduced by the IRS.  In TT, how do I reduce the overpayment being carried over from 2021 to my 2022 return?

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2 Replies
Level 15
Apr 1, 2023 12:51:25 PM

To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Other Income Taxes, click on the start or update button


On the next screen select the options under 2021 Refund Applied to 2022


Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year


The prior year federal tax refund amount applied is shown on Form 1040 Line 26

New Member
Apr 1, 2023 12:57:25 PM

Thank you.