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

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

Estimated tax payment rollover from 2024

In 2024 I had contributed to the IRS $5000 as a estimated payment, I ended up with a surplus of $2500 - in which in 2024 I told turbotax to roll $2500 for the 2025 tax year.  
in 2025 I rolled a portion of my IRA to a Roth IRA - so I made another estimated payment of $12K to the IRS
where in turbo tax (Premier Desktop) do I add the 2024 payment ? 
I see where to add the $12k in T.T.
the page says

How much did you pay in federal estimated taxes?
Enter any estimated federal tax payments you made for 2025. Change the dates paid if necessary.
Don't enter payments made in 2025 for your 2024 tax return or any 2024 overpayment applied to this year's return.
Would the $2500 be considered overpayment - as in above underlined statement ?
If not where do I add the $2500 so the IRS sends me back all of my $ that I have in my estimated account?
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

Estimated tax payment rollover from 2024

the $2500 should be part of the carryover from your 2024 taxes when you started your return.  Check your 1040 Line 26 to see if it is reflected.  If you are on desktop you can check the Tax Payments worksheet also.

View solution in original post

1 Reply

Estimated tax payment rollover from 2024

the $2500 should be part of the carryover from your 2024 taxes when you started your return.  Check your 1040 Line 26 to see if it is reflected.  If you are on desktop you can check the Tax Payments worksheet also.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question