Where do i enter my 2019 Income tax overpayment on my 2020 return

[DoninGA]

A federal tax refund is not entered on a federal tax return. 

A state tax refund is entered on a federal tax return and may or may not be taxable depending of if you used Standard or Itemized Deductions on the 2019 federal tax return.

[VolvoGirl]

Did you have the IRS keep all or part of your 2019 refund to apply to 2020 as an estimated payment?

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 Taxes
Deductions and Credits
Then scroll way down to Estimates and Other Taxes Paid
Income Taxes Paid - Click the Start or Update button

Next page scroll down to 2019 Refund Applied to 2020
Click Start or Update by the tax you applied

[allen16]

If it didn't transfer over from last year then enter a refund from last year that you applied to this year here.

Where is "here?

BUT first make sure it's not already there. You don't want to apply it twice.
Federal Taxes

Where are you now? I do not see this anywhere in the 2020 return.
Deductions and Credits

Don't see this
Then scroll way down to Estimates and Other Taxes Paid
Income Taxes Paid

Don't see this as well

- Click the Start or Update button

Next page scroll down to 2019 Refund Applied to 2020
Click Start or Update by the tax you applied

[allen16]

Turbo Tax asks this question:

How much did you pay in federal estimated taxes?

Enter any estimated federal tax payments you made for 2020. Change the dates paid if necessary.

Don't enter payments made in 2020 for your 2019 tax return or any 2019 overpayment applied to this year's return.

My tax return when completed should have my 2019 overpayment that I applied to my 2020 estimated taxes.

In the 1040-SR form it is shown in Schedule 3 line 8. 

In the 1040-SR, the total from Schedule 3 line 8 is included on Line 26 2020 estimated tax payments and amount applied from 2019 return  

Turbo Tax does not show my overpayment. Where do I enter it? 

[VolvoGirl · Accepted solution]

It's on the next item down form Estimates on the Income Taxes Paid line.  Here are 2 screen shots I just made from Online Premier

[allen16]

Thank you VolvoGirl!!!

One more question if you will.

I want my 2020 overpayment to be applied to my 2021 return. How is this done? 

[VolvoGirl]

To apply your refund to next year see this…….

https://ttlc.intuit.com/community/refunds/help/how-do-i-apply-my-refund-to-next-year-s-taxes/00/2606...

To apply your federal refund to next year, enter it under

Federal Taxes Tab or Personal (Home & Business)

Other Tax Situations

Additional Tax Payments

Apply Refund to Next Year - Click the Start or Update button

[reb711ber]

I'm trying to enter my 2019 overpayment into turbo tax online and apply it to my 2020 federal return.

My question: How? (if possible).

[DoninGA · Accepted solution]

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@reb711ber wrote:

I'm trying to enter my 2019 overpayment into turbo tax online and apply it to my 2020 federal return.

My question: How? (if possible).

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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 Other Income Taxes, click on the start or update button

On the next screen select the options under 2019 Refund Applied to 2020

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 refund amount applied is shown on Form 1040 Line 26

[allen16]

Thank you