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Where do I enter the overpayment carried over from 2024 to 2025?

Where do I enter estimated tax payments I made for 2025?
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2 Replies

Where do I enter the overpayment carried over from 2024 to 2025?

@skdmfsmcs1 asked:  "Where do I enter the overpayment carried over from 2024 to 2025?"

 

If you used TurboTax in the same Online account last year, the 2024 figure may have transferred-in automatically to the 2025 return, but you should check anyway to confirm, and if not there to enter it.

 

To enter an overpayment from 2024 applied to 2025 in Online TurboTax:

 

  • Log in and open your 2025 return, if not already open.
  • In the left menu column click on TAX TOOLS, then TOOLS.
  • In the Tools window click on the blue button TOPIC SEARCH.
  • In the search box enter this phrase:  applied overpayment  (without quotes).
  • In the selection list choose applied overpayment (may already be highlighted). and either double-click on it, or click the GO button.
  • Next screen:  Estimates and Other Income Taxes Paid.
  • Scroll down to 2024 Refund Applied to 2025.
  • Then choose the type--Federal, state, local.

Before filing, for a Federal overpayment make sure the payment is part of the amount shown on your Federal Form 1040, Line 26.  If any state applied payment, then make sure it shows up on the state return.

Where do I enter the overpayment carried over from 2024 to 2025?

@ skdmfsmcs1  asked:  "Where do I enter estimated tax payments I made for 2025"

 

Federal estimated payments and State estimated payments made for 2025 are both entered on the Federal side.    For Online TurboTax, here's a tool that should get you directly to the section for estimated tax payments made for 2025. 

 

  • With the return open, go to the left menu column and click on TAX TOOLS, then the subtab TOOLS.
  • In the Tools Center choose the blue button Topic Search.
  • In the topic search line enter the phrase estimated tax payments without quotes.
  • Make the selection in the list (it may already be highlighted), and either double-click it or click the GO button.
  • Next screen is Estimates and Other Income Taxes Paid.
  • Use the subtopic Estimated Tax Payments.
  • Choose the appropriate category and tax year you are reporting (Federal, state, local) and click START or Revisit.

NOTE:  Before filing, make sure your Federal estimated tax payments correctly show on the Form 1040, Line 26, and that any state estimated tax payments (if applicable) show up on your state return.

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