To review or change the entry for an overpayment from 2018 being applied to your 2019 taxes, use the following steps:
- On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
- This opens a box where you can type in “applied overpayment” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
- The search results will give you an option to “Jump to applied overpayment”
- Click on the blue “Jump to applied overpayment” link
- Scroll down to the 2018 Refund Applied to 2019 section
- Click Start or Update beside 2018 refund applied to 2019 taxes to correct your information
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