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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 Income Taxes Paid, click on the start or update button
On the next screen select the options under 2023 Refund Applied to 2024
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 federal tax refund amount applied is shown on Form 1040 Line 26
Or-----by "balance" from 2023 do you mean you still owe a balance for tax due for 2023? If you still owe for 2023, the IRS will offset your refund for 2024 for the amount still owed from last year. You do not have to enter anything about that on your tax return. If you still owe, the IRS knows it and will take some or all of your 2024 refund automatically. Then they send you a letter a few weeks later.
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