@ irladnd wrote:
I applied part of my 2023 refund toward 2024 taxes. Do I enter it along with quarterly estimated tax payments or somewhere else in Turbo Tax?
No, you do NOT enter it with the quarterly estimated payments. It has an entry screen of its own.
So if you haven't filed, here's how to enter your 2023 overpayment which you applied to 2024 taxes. If you used TurboTax in the same account as last year, it might already show up there, but you need to check and be sure, and enter it if necessary.
The following steps assume you're using Online TurboTax. If you're using desktop software, it's similar, but not exactly the same. I can give you desktop steps if needed. Below are 2 different ways in Online TurboTax to get to the right place:
Open your return interview and in the left menu column:
- Federal Tab
- Subtab Deductions & Credits.
- On the Your Tax Breaks page, scroll down and if necessary, choose to open "other tax breaks."
- On the longer list of tax breaks scroll down to Estimates and Other Taxes Paid. Expand that topic. Under that, choose subtopic "Income Taxes Paid"
- On the "Income Taxes Paid" page scroll down to 2023 Refund Applied to 2024.
- Expand that section and select the type of overpayment (federal/state/local).
Or here's a shortcut you may be able to use for a faster way:
- Open your return and in the top right corner go to Search tool (magnifying glass).
- Enter the term applied overpayment without quotes. Pay no attention to the suggestions that drop down. Instead click the adjacent magnifying glass in that search box.
- Then you should see a link jump to applied overpayment.
- When you arrive at the Estimates and Other Income Taxes Paid page, scroll down and expand 2023 Refund Applied to 2024.
