How do I get credit for overpayment of 2021 tax?

rletulle · ‎January 30, 2023

I overpaid $275 last year and do not see how to get credit on this year's forms?

Hal_Al · ‎January 30, 2023

Assuming this was a federal overpayment, first, verify that the $275 is on line 36 of your 2021 form 1040.

In 2022 TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

-Other Income taxes

On the next screen, scroll down to:

-2021 Refund applied to 2022 Taxes

-2021 Refund applied to 2022 Federal Taxes

TT should pre-populate that box with the $275 (if you used TT last year). But, it allows you to change it.

View solution in original post

Hal_Al · ‎January 30, 2023

Assuming this was a federal overpayment, first, verify that the $275 is on line 36 of your 2021 form 1040.

In 2022 TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Estimates & other taxes paid

-Other Income taxes

On the next screen, scroll down to:

-2021 Refund applied to 2022 Taxes

-2021 Refund applied to 2022 Federal Taxes

TT should pre-populate that box with the $275 (if you used TT last year). But, it allows you to change it.

KrisD15 · ‎January 30, 2023

Please clarify your question.

Is this for state or federal?

What makes you say you overpaid?

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How do I get credit for overpayment of 2021 tax?