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tdechate
New Member

How to apply 2019 federal tax overpayment

First time using Turbotax for 2020 taxes.  How / where do I enter a 2019 federal tax credit (overpayment) to apply to 2020 taxes?
1 Best answer

Accepted Solutions
DoninGA
Level 15

How to apply 2019 federal tax overpayment

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 Other Income Taxes, click on the start or update button


On the next screen select the options under 2019 Refund Applied to 2020


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 refund amount applied is shown on Form 1040 Line 26

View solution in original post

3 Replies
DoninGA
Level 15

How to apply 2019 federal tax overpayment

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 Other Income Taxes, click on the start or update button


On the next screen select the options under 2019 Refund Applied to 2020


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 refund amount applied is shown on Form 1040 Line 26

View solution in original post

tdechate
New Member

How to apply 2019 federal tax overpayment

Thank you so much!

ks0nn3r
New Member

How to apply 2019 federal tax overpayment

Easiest solution: 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.

 

Thanks for this! It wasn't showing up any other way. I tried.

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