turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Can anyone tell me where to insert "overpayment applied to this year's return? The online version has no capacity to enter "overpayment applied to this year's return."

There is no link or form to do so on, or after entering Quarterly Payments---prove me wrong.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Can anyone tell me where to insert "overpayment applied to this year's return? The online version has no capacity to enter "overpayment applied to this year's return."

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.

View solution in original post

1 Reply
VolvoGirl
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Can anyone tell me where to insert "overpayment applied to this year's return? The online version has no capacity to enter "overpayment applied to this year's return."

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.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question