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jingle20
New Member

how do I enter my state overpaid amount from 2023 on my 2024 state return?

where do I enter my state overpaid amount from 2023 on my 2024 state return
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2 Replies
BrittanyS
Expert Alumni

how do I enter my state overpaid amount from 2023 on my 2024 state return?

To enter your 2023 state income tax on your 2024 return.  Follow these steps in TurboTax:

 

  1. Sign in to TurboTax
  2. Select Wages and Income
  3. Select the down arrow next to "Other Common Income"
  4. Click Start next to "Refund Received for State and Local Taxes"
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how do I enter my state overpaid amount from 2023 on my 2024 state return?

Did you apply all or part of your state refund as an estimated payment to 2024.  

If it didn't transfer over from last year then enter a refund from last year that you applied to this year here.   BUT first make sure it's not already there.  You don't want to apply it twice.

 

To enter last year's refund you applied to this year.

Federal (Personal for Home & Business)

Deductions and Credits

Then scroll way down to Estimates and Other Taxes Paid

Other Income Taxes - Click the Start or Revisit

 

Next page scroll down to 2023 Refund Applied to 2024

Click Start or Update by the tax you applied

 

Then for state, you need to click on the state tab and go through state again for it to update.

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