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 Income Taxes Paid, click on the start or update button
On the next screen select the options under 2023 Refund Applied to 2024
The prior year federal tax refund amount applied is shown on Form 1040 Line 26
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 Income Taxes Paid, click on the start or update button
On the next screen select the options under 2023 Refund Applied to 2024
The prior year federal tax refund amount applied is shown on Form 1040 Line 26
Thanks very much! This was exactly what I needed. ‘Frustrated that the option only appeared in “I’ll choose…” as I’ve always trusted TT to give me all the applicable options when I follow TT’s path through Income, etc.