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New Member
posted Feb 26, 2024 11:13:23 AM

How/where do I enter the $1000 application of my 2022 federal return overpayment to my 2023 tax obligation per Intuit Turbotax Deluxe?

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2 Replies
Level 15
Feb 26, 2024 11:15:59 AM

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 2022 Refund Applied to 2023


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

Level 15
Feb 26, 2024 11:16:19 AM

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 2022 Refund Applied to 2023

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.