☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jan 30, 2023 6:29:47 AM

How do I get credit for overpayment of 2021 tax?

I overpaid $275 last year and do not see how to get credit on this year's forms?

0 2 559
1 Best answer
Level 15
Jan 30, 2023 6:40:28 AM

Assuming this was a federal overpayment, first, verify that the $275 is on line 36 of your 2021 form 1040. 

 

In 2022 TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

   -Other Income taxes

    On the next screen, scroll down to:

     -2021 Refund applied to 2022 Taxes

        -2021 Refund applied to 2022 Federal Taxes

TT should pre-populate that box with the $275 (if you used TT last year). But, it allows you to change it. 

2 Replies
Level 15
Jan 30, 2023 6:40:28 AM

Assuming this was a federal overpayment, first, verify that the $275 is on line 36 of your 2021 form 1040. 

 

In 2022 TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

   -Other Income taxes

    On the next screen, scroll down to:

     -2021 Refund applied to 2022 Taxes

        -2021 Refund applied to 2022 Federal Taxes

TT should pre-populate that box with the $275 (if you used TT last year). But, it allows you to change it. 

Expert Alumni
Jan 30, 2023 6:41:28 AM

Please clarify your question. 

Is this for state or federal? 

What makes you say you overpaid?