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Where can I go back and correctly answer the fact that I have an overpayment from 2020 that I want applied to my 2021 payment?

 
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2 Replies
HelenC12
Expert Alumni

Where can I go back and correctly answer the fact that I have an overpayment from 2020 that I want applied to my 2021 payment?

When you transfer last year's return over, we'll also transfer any refunds you applied from your 2020 return. You'll see this credit in your refund meter when you start your 2021 return.

 

If you didn't transfer your 2020 return over, you can manually enter the amount by doing this:

  1. Open (continue) your return, if you don't already have it open.
  2. Search for refund applied to this year and select the Jump to link in the search results.
  3. Scroll down to the 2020 Refund Applied to 2021 section.
  4. Select Start next to the appropriate category (federal, state, or local) and follow the instructions.

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Where can I go back and correctly answer the fact that I have an overpayment from 2020 that I want applied to my 2021 payment?

Have you filed yet?  If you haven't filed....

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 2020 Refund Applied to 2021

Click Start or Update by the tax you applied

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