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Is there a place to enter 2023 tax overpayment? I did not file my taxes through turbotax last year. Under estimated taxes it says don't enter overpayments in that section

 
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Is there a place to enter 2023 tax overpayment? I did not file my taxes through turbotax last year. Under estimated taxes it says don't enter overpayments in that section

Method 1

in the search/jump to box type without quotes:

tax payment

a new window will open

double click on the line that says tax payment worksheet

it should open and you'll see a line to enter the prior year's overpayment applied to 2024 

Method 2

 

itis under "deductions and credits" >"estimates and other taxes paid" > "other income taxes" click on the link. then you'll see a section that says "2023 refund (extremely poor choice of words) overpayment applies to 2024" 

click on the proper link.

"refund" should really be "overpayment"  Even Einstein would be confused. 

 

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2 Replies

Is there a place to enter 2023 tax overpayment? I did not file my taxes through turbotax last year. Under estimated taxes it says don't enter overpayments in that section

A 2023 federal tax refund is not entered on a 2024 federal tax return.

Is there a place to enter 2023 tax overpayment? I did not file my taxes through turbotax last year. Under estimated taxes it says don't enter overpayments in that section

Method 1

in the search/jump to box type without quotes:

tax payment

a new window will open

double click on the line that says tax payment worksheet

it should open and you'll see a line to enter the prior year's overpayment applied to 2024 

Method 2

 

itis under "deductions and credits" >"estimates and other taxes paid" > "other income taxes" click on the link. then you'll see a section that says "2023 refund (extremely poor choice of words) overpayment applies to 2024" 

click on the proper link.

"refund" should really be "overpayment"  Even Einstein would be confused. 

 

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