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beegles
New Member

There is no option to claim refund of payments made for estimated taxes in last year. How can I claim this? Line 26 on 1040SR

 
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2 Replies

There is no option to claim refund of payments made for estimated taxes in last year. How can I claim this? Line 26 on 1040SR

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 2024 Refund Applied to 2025

JohnB5677
Employee Tax Expert

There is no option to claim refund of payments made for estimated taxes in last year. How can I claim this? Line 26 on 1040SR

Yes, this can be posted into TurboTax.

  1. Start at Deductions & Credits
  2. Scroll to Estimates and Other Taxes Paid
  3. Click the down arrow
  4. Select Estimated Tax Payments
  5. Choose Federal estimated taxes for 2025 (Form 1040-ES)
  6. Post the quarterly payments.
  7.  
  8. Once this is done
  9. Go back through and choose the option
  10. 2024 Refund Applied to 2025
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