Solved: 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.

1 Best answer

Level 15

Feb 17, 2024 2:05:20 AM

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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Level 15

Feb 17, 2024 2:05:20 AM

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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Level 1

Feb 18, 2024 12:57:22 PM

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.)

Level 15

Feb 19, 2024 10:03:48 PM

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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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.