turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where on the 2022 tax return + 1 state do i enter a state tax overpayment from 2021

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

Where on the 2022 tax return + 1 state do i enter a state tax overpayment from 2021

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 on left

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 2021 Refund Applied to 2022

Click Start or Update by the tax you applied

 

Then for state, you need to click on the state tab and go through state again for it to update.

NOTE: When you enter a 1099G for a state refund under income there is a box to check and then fill out the amount of state refund you had applied to next year’s estimated taxes. If you filled that in then do not fill it in again under Deductions and Credits.

Where on the 2022 tax return + 1 state do i enter a state tax overpayment from 2021

I'm using the web version of Turbotax.  I can't find where to enter this either.  I believe it carried over but can not find any way to check since the web version doesn't show the forms until after you file.

 

Under

 

Federal->Deductions and Credits -> State Estimated Taxes for 2022

 

The screen says, "Don't enter payments made in 2022 for your 2021 state return or any 2021 overpayment applied to this year's return." 

 

So where do I enter this for the web version?  Or does it carry over if I used Turbotax last year?

 

 

  

Where on the 2022 tax return + 1 state do i enter a state tax overpayment from 2021

You can see the forms.  Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-f...

Where on the 2022 tax return + 1 state do i enter a state tax overpayment from 2021

 

Thank you!  I was able to confirm by looking at my state form that the amount carried over from my refund last year was applied.

 

Jill

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question