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Overpayment of tax in 2024 applied to 2025 return

My mom passed away on 12/30/2026.  When she filed her 2024 taxes she was due a refund of $1451 which she elected to apply to her 2025 return.  I am about to submit her final return for 2025 but no where do I see that $1451 credit applied.  It is line 26 on the 1040 but TurboTax never gave me a prompt to enter that information.

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4 Replies
MinhT1
Employee Tax Expert

Overpayment of tax in 2024 applied to 2025 return

The overpayment from your mom's 2024 tax return that you applied to 2025 will serve as a credit against your 2025 tax liability and has to be entered in TurboTax.

 

You can enter the amount applied to your 2025 tax by following these steps:

 

  1. In TurboTax Online, open your tax return
  2. Click on Federal in the left-hand column, then Deductions & Credits on top of the screen
  3. Scroll down and locate the section named Estimates and Other Taxes Paid and click on the arrow on the right
  4. Click on Start next to Income taxes Paid
  5. On the next page, click Start next to 2024 refund applied to 2025 and click on the arrow on the right
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Overpayment of tax in 2024 applied to 2025 return

But when I log on to my account and bring up her tax return, and I try to navigate to an entry point, this is what happens (my responses in BOLD:(

  1. In TurboTax Online, open your tax return (NO PROBLEM THERE)
  2. Click on Federal in the left-hand column (NO PROBLEM THERE), then Deductions & Credits on top of the screen (THE D&C IS ACTUALLY A PULL DOWN UNDER FEDERAL)
  3. Scroll down and locate the section named Estimates and Other Taxes Paid (HERE'S THE PROBLEM.  THERE IS NOT A ESTIMATES & OTHER TAXES PAID OPTION.  THERE'S ONLY PROPERTY TAXES, MEDICAL EXPENSES, FOREIGH TAX CREDIT, OTHER DEDUCTIBLE EXPENSES, and D&C SUMMARY) and click on the arrow on the right  (I'M GOING TO SEE IF THE MOBILE APP WILL ALLOW ME TO DO THIS).
  4. Click on Start next to Income taxes Paid
  5. On the next page, click Start next to 2024 refund applied to 2025 and click on the arrow on the right

Overpayment of tax in 2024 applied to 2025 return

I read a post that you may have to expand or go to Other common situations. Or maybe uncommon situations. Or look for More Tax Breaks.

Overpayment of tax in 2024 applied to 2025 return

Thank you - I believe I sorted this out by using the search function when logged in and typing "Estimates and other taxes paid".  Under the Turbo Tax Mobile / online there was a hot link for "Estimated Tax Credits" that is not otherwise visible on my pulldown menu.  It took me directly to the place that was previously forbidden to enter and I could add her 2024 refund to pay for her 2025 taxes.  

 

Appreciate  the assistance, but this still seems to be a missing option on my set of pull down menus.

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