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Prior year refunds applied to this year are Other Income Taxes Paid. If you applied your 2023 refund to this year's tax return, go to Deductions & Credits and scroll down to the Estimates and Other Taxes Paid section of TurboTax.
From there, choose Other Income Taxes, and then scroll down to 2023 Refund Applied to 2024.
If you used TurboTax last year, this amount would have transferred in from your 2023 return.
No, that would be a separate question as it would be entered on a different line on the Form 1040
To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Income Taxes Paid, click on the start or update button
On the next screen select the options under 2023 Refund Applied to 2024
Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year
The prior year federal tax refund amount applied is shown on Form 1040 Line 26
NO it does not include refunds you applied to the next year. It is asking if you mailed in estimated payments or made payments online during 2024---it is not asking about applying your refund to the next year.
Prior year refunds applied to this year are Other Income Taxes Paid. If you applied your 2023 refund to this year's tax return, go to Deductions & Credits and scroll down to the Estimates and Other Taxes Paid section of TurboTax.
From there, choose Other Income Taxes, and then scroll down to 2023 Refund Applied to 2024.
If you used TurboTax last year, this amount would have transferred in from your 2023 return.
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