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macjtc1
New Member

I HAVE 2023 OVER PAYMENT EHERE DO I ENTER THIS

I have a 6991.00 cary over from my 2023taxes
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2 Replies

I HAVE 2023 OVER PAYMENT EHERE DO I ENTER THIS

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
Expert Alumni

I HAVE 2023 OVER PAYMENT EHERE DO I ENTER THIS

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

 

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

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