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.

exa10driver
Returning Member

Has anyone else notice that the 2021 Turbo Tax software did not rollover (or import) a Federal Income Tax overpayment that should have applied to a 2021 tax return?

The State overpayment from 2020 did get imported but the Federal 2020 overpayment did not import to 2021.
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 Reply
HelenC12
Expert Alumni

Has anyone else notice that the 2021 Turbo Tax software did not rollover (or import) a Federal Income Tax overpayment that should have applied to a 2021 tax return?

I used TurboTax CD\Download and no, I did not have your experience. When I started my tax return, the 2020 federal refund was transferred to my 2021 income tax return. The refund was reflected in my refund meter when I started my 2021 return.

 

If you didn't transfer your 2020 return over, you can manually enter the amount by doing this:

  1. Open (continue) your return, if you don't already have it open.
  2. Search for refund applied to this year and select the Jump to link in the search results.
  3. Scroll down to the 2020 Refund Applied to 2021 section.
  4. Select Start next to the appropriate category (federal, state, or local) and follow the instructions.

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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