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Baz
Level 1

Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

 
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Accepted Solutions
mesquitebean
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

Try this:

 

  • Log in and open your 2023 return, if not already open.
  • Once the return is open, click on the Search icon at the top right (magnifying glass).
  • In the search box enter this exact phrase:  applied overpayment  (without quotes) and then click the adjacent magnifying glass icon.
  • Click on Jump to applied overpayment.
  • Next screen:  Estimates and Other Income Taxes Paid.
  • Scroll down about 2/3 of the page to 2022 Refund Applied to 2023 and expand that section.  In the submenu choose the proper topic for type of payment (Federal, State, Local.)

NOTE:  Before filing, make sure the overpayment shows up on your return so you get credit for it.

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3 Replies
mesquitebean
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

Try this:

 

  • Log in and open your 2023 return, if not already open.
  • Once the return is open, click on the Search icon at the top right (magnifying glass).
  • In the search box enter this exact phrase:  applied overpayment  (without quotes) and then click the adjacent magnifying glass icon.
  • Click on Jump to applied overpayment.
  • Next screen:  Estimates and Other Income Taxes Paid.
  • Scroll down about 2/3 of the page to 2022 Refund Applied to 2023 and expand that section.  In the submenu choose the proper topic for type of payment (Federal, State, Local.)

NOTE:  Before filing, make sure the overpayment shows up on your return so you get credit for it.

Baz
Level 1

Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

That's great, thanks. When I followed your instructions, I saw that Turbotax had already entered the refund amount carried over from last year. (They should let you know they've done that.)

 

Where do I enter the amount of last year's refund that I applied to this year's taxes? TurboTax provides entries only for estimated taxes paid with Form 1040-ES.

You're welcome.   It's good to check the entries anyway, even if a 2022 return transferred-in to 2023, to be sure everything transferred correctly.   Good luck!

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