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KTS2
Level 2

Where to find estimated tax applied from last year's refund

I applied 2023 federal tax refund to 2024 estimated tax. How can I see this in my 2024 filing?

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5 Replies

Where to find estimated tax applied from last year's refund

You will see that if you filed 2023 with TurboTax and imported that tax return into 2024 when you started.

KTS2
Level 2

Where to find estimated tax applied from last year's refund

That's what I did, but where can I find the entry in my 2024 Turbotax return? Just want to be sure that Turbotax has entered it for me.

 

Thanks,

 

KTS2

Where to find estimated tax applied from last year's refund


@KTS2 wrote:

That's what I did, but where can I find the entry in my 2024 Turbotax return? Just want to be sure that Turbotax has entered it for me.


Here's how to enter (or confirm) your 2023 overpayment which you applied to 2024 taxes.   If you used TurboTax in the same account as last year, it might already show up there, but you need to check and be sure, and enter it if necessary.

 

Since I don't know what product you are using, I'll assume you're using Online TurboTax.  Below are 2 different ways to get to the right place:

 

Open your return interview and in the left menu column:

  • Federal Tab
  • Subtab Deductions & Credits.
  • On the Your Tax Breaks page, scroll down and if necessary, choose to open "other tax breaks."
  • On the longer list of tax breaks scroll down to Estimates and Other Taxes Paid. Expand that topic.  Under that, choose subtopic "Income Taxes Paid"
  • On the "Income Taxes Paid" page scroll down to 2023 Refund Applied to 2024.
  • Expand that section and select the type of overpayment (federal/state/local).

 

Or here's a shortcut you may be able to use for a faster way:

  • Open your return and in the top right corner go to Search tool (magnifying glass).
  • Enter the term applied overpayment without quotes.  Pay no attention to the suggestions that drop down.  Instead click the adjacent magnifying glass in that search box.
  • Then you should see a link jump to applied overpayment.
  • When you arrive at the Estimates and Other Income Taxes Paid page, scroll down and expand 2023 Refund Applied to 2024.

Once you've entered it (or confirmed it), the applied overpayment from 2023 ultimately should show up as part of the figure shown on your Form 1040, Line 26.

KTS2
Level 2

Where to find estimated tax applied from last year's refund

Second method works for me. Thanks!

Where to find estimated tax applied from last year's refund

You're welcome.  Good luck.

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