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How do we enter an estimated tax payment made from our 2023 overpayment (via the 1040-SR line 36, not via the 1040-ES form)?

 
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MindyB
Expert Alumni

How do we enter an estimated tax payment made from our 2023 overpayment (via the 1040-SR line 36, not via the 1040-ES form)?

Here is how you can indicate you applied your 2023 federal overpayment to 2024 in TurboTax Online:

 

  1. Navigate to  Federal > Deductions & Credits > Estimates and Other Taxes Paid  > Start or Revisit
  2.  On the Income Taxes Paid screen, choose 2023 Refund Applied to 2024  federal taxes > Start or Revisit
  3. Enter the amount

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