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Where to Enter 2023 State Tax Refund Applied to 2024 Return

Hi everyone, In 2023, I worked under a W-2 and had a $500 state tax refund. Instead of receiving the refund, I chose to apply it to my 2024 taxes. Now, as I'm filing my 2024 tax return, I can't find where to enter that $500 credit I carried over from the previous year. Can someone please tell me where and how to properly report this amount on my 2024 tax return? Thank you so much for your help!
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4 Replies

Where to Enter 2023 State Tax Refund Applied to 2024 Return

Deductions and Credits at top

Then scroll way down to Estimates and Other Income Taxes Paid

Other Income Taxes - Click the Start or Revisit

 

Next page scroll down to 2023 Refund Applied to 2024

Click Start or Update by the tax you applied. 
Be sure it’s not already carried forward on line 26 from last year. 

 

KeshaH
Expert Alumni

Where to Enter 2023 State Tax Refund Applied to 2024 Return

Under Deductions and Credits, scroll down to Estimates and Other Taxes Paid and click Start next to Income Taxes Paid. Scroll to the 2023 Refund Applied to 2024 section and click Start next the 2023 refund applied to 2024 federal taxes option.

 

 

Where to Enter 2023 State Tax Refund Applied to 2024 Return

I found this feature, and it applies to the federal return, but I had a state tax return, and in the state tax section I didn’t find the same option.

I received the federal refund that year, but the state tax refund of $500, I applied it to the 2024 tax year.

Where to Enter 2023 State Tax Refund Applied to 2024 Return

You enter the state refund applied in the same area as Federal.

To enter last year's refund you applied to this year.

Federal (Personal for Home & Business)

Deductions and Credits

Then scroll way down to Estimates and Other Taxes Paid

Other Income Taxes - Click the Start or Revisit

 

Next page scroll down to 2023 Refund Applied to 2024

Click Start or Update by the tax you applied

 

Then for state, you need to click on the state tab and go through state again for it to update.

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