I assume you are saying that last year for your 2023 return you ended up with an overpayment (refund) and that you applied all or part of the overpayment (refund) toward your 2024 return. If that's correct, then here's how to enter it in Online TurboTax. If you used TurboTax in the same account as last year, it might already show up when you get there, but you need to check and be sure, and enter it if necessary. Below are 2 different ways to get to the right place: Open your return interview and in the left menu column:Federal TabSubtab Deductions & Credits.On the Your Tax Breaks page, scroll down and if necessary, choose to open "other tax breaks."On the longer list of tax breaks scroll down to Estimates and Other Taxes Paid. Expand that topic. Under that, choose subtopic "Income Taxes Paid"On the "Income Taxes Paid" page scroll down to 2023 Refund Applied to 2024.Expand that section and select the type of overpayment (federal/state/local). Or here's a shortcut you may be able to use for a faster way:Open your return and in the top right corner go to Search tool (magnifying glass).Enter the term applied overpayment without quotes. Pay no attention to the suggestions that drop down. Instead click the adjacent magnifying glass in that search box.Then you should see a link jump to applied overpayment.When you arrive at the Estimates and Other Income Taxes Paid page, scroll down and expand 2023 Refund Applied to 2024.

Question

How do I use some of the refund from 2023 that I left with the IRS toward the taxes I owe for 2024?

Forum|Forum|1 year ago
April 1, 2025
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TurboTax Deluxe Online

M

mesquitebean

I assume you are saying that last year for your 2023 return you ended up with an overpayment (refund) and that you applied all or part of the overpayment (refund) toward your 2024 return.

If that's correct, then here's how to enter it in Online TurboTax.

If you used TurboTax in the same account as last year, it might already show up when you get there, but you need to check and be sure, and enter it if necessary. Below are 2 different ways to get to the right place:

Open your return interview and in the left menu column:

Federal Tab
Subtab Deductions & Credits.
On the Your Tax Breaks page, scroll down and if necessary, choose to open "other tax breaks."
On the longer list of tax breaks scroll down to Estimates and Other Taxes Paid. Expand that topic. Under that, choose subtopic "Income Taxes Paid"
On the "Income Taxes Paid" page scroll down to 2023 Refund Applied to 2024.
Expand that section and select the type of overpayment (federal/state/local).

Or here's a shortcut you may be able to use for a faster way:

Open your return and in the top right corner go to Search tool (magnifying glass).
Enter the term applied overpayment without quotes. Pay no attention to the suggestions that drop down. Instead click the adjacent magnifying glass in that search box.
Then you should see a link jump to applied overpayment.
When you arrive at the Estimates and Other Income Taxes Paid page, scroll down and expand 2023 Refund Applied to 2024.