How do I apply overpayment from 2024 to 2025?

jwaxi · ‎March 7, 2026

rjs · ‎March 7, 2026

To apply your overpayment from 2024 to 2025 you had to select that option in your 2024 tax return. If you did that, the amount would be on your 2024 Form 1040 line 36. If it's not there on your 2024 tax return you can't apply it now.

If you did apply the overpayment on your 2024 tax return to 2025, and you filed with TurboTax for 2024, and you transferred information from your 2024 tax return when you started your 2025 tax return, the payment should have been transferred. It would be included on your 2025 Form 1040 line 26, together with any estimated tax payments that you made for 2025. If it's not there, you can enter the amount that you applied from 2024. Go to Federal Taxes > Deductions & Credits > Estimates and Other Taxes Paid > Other Income Taxes > 2024 refund applied to 2025 federal taxes.

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rjs · ‎March 7, 2026

To apply your overpayment from 2024 to 2025 you had to select that option in your 2024 tax return. If you did that, the amount would be on your 2024 Form 1040 line 36. If it's not there on your 2024 tax return you can't apply it now.

If you did apply the overpayment on your 2024 tax return to 2025, and you filed with TurboTax for 2024, and you transferred information from your 2024 tax return when you started your 2025 tax return, the payment should have been transferred. It would be included on your 2025 Form 1040 line 26, together with any estimated tax payments that you made for 2025. If it's not there, you can enter the amount that you applied from 2024. Go to Federal Taxes > Deductions & Credits > Estimates and Other Taxes Paid > Other Income Taxes > 2024 refund applied to 2025 federal taxes.