I HAVE 2023 OVER PAYMENT EHERE DO I ENTER THIS

Forum|Forum|1 year ago
March 24, 2025
2 replies
23 views

I have a 6991.00 cary over from my 2023taxes

DoninGA

Level 15

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

MindyB

Level 13

Here is how you can include your 2023 overpayment to 2024 in TurboTax Online:

Navigate to Federal > Deductions & Credits > Estimates and Other Taxes Paid > Income Taxes Paid > Start or Revisit
Choose 2023 refund applied to 2024 federal taxes
Enter the overpayment from 2023 to apply to 2024