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New Member
posted Jun 3, 2019 11:54:34 AM

Last year, I applied part of my refund to estimated tax for the next year (2018). Where in TurboTax to I apply that overpayment to my return?

I applied approx 1,500 to estimated tax in anticipation of some additional taxes for 2018, and I don't see where in the current Turbo Tax deluxe program I can apply that amount to my return.

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1 Best answer
Level 15
Jun 3, 2019 11:54:35 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 Other Income Taxes, click on the start or update button

On the next screen select the options under 2017 Refund Applied to 2018

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

3 Replies
Level 15
Jun 3, 2019 11:54:35 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 Other Income Taxes, click on the start or update button

On the next screen select the options under 2017 Refund Applied to 2018

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

New Member
Jun 3, 2019 11:54:37 AM

Thank you. This was extremely helpful.

Level 15
Jun 3, 2019 11:54:39 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.
Federal 
Deductions and Credits at top
Then scroll way down to Estimates and Other Taxes Paid
Other Income Taxes - Click the Start or Revisit

Next page scroll down to 2017 Refund Applied to 2018
Click Start or Update by the tax you applied