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New Member
posted Mar 28, 2022 3:51:13 PM

Where do I input my 2020 Overpayment applied to 2021 Estimated Tax?

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1 Best answer
Level 15
Mar 28, 2022 3:54:06 PM

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 2020 Refund Applied to 2021


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

2 Replies
Level 15
Mar 28, 2022 3:54:06 PM

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 2020 Refund Applied to 2021


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

New Member
Mar 31, 2022 6:16:27 AM

Yes, your instructions worked. Thank you.