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New Member
posted Jun 1, 2019 6:15:50 PM

How do I apply an overpayment from last year to this year's taxes?

First time using turbo tax.  I have an overpayment from Form 1040 from last year that says to be "applied to your 2018 estimated tax."

0 2 7335
2 Replies
Level 15
Jun 1, 2019 6:15:52 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 2017 Refund Applied to 2018

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

New Member
Mar 22, 2021 12:14:05 PM

Thanks for the tip on how to report a Federal overpayment from 2019 that was applied to 2020.