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New Member
posted Mar 10, 2025 2:29:09 PM

How do I apply overpayment of 2023 taxes (carry over) to this return?

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1 Replies
Level 15
Mar 10, 2025 2:32:50 PM

Did you request on your 2023 tax return to apply the tax refund to the 2024 taxes owed?

 

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


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


The prior year federal tax refund amount applied is shown on Form 1040 Line 26