Question

where do I enter prior year overpayments applied to 2024 taxes

Forum|Forum|1 year ago
March 25, 2025
2 replies
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turbotax does not show where to enter prior year overpayments

If it didn't transfer over from last year then enter a refund from last year that you applied to this year here. BUT first make sure it's not already there. You don't want to apply it twice.

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.

DawnC

If you applied your 2023 refund to your 2024 tax return, you can confirm or enter the amount in the Estimates - Other Taxes Paid screen.

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L

Lillib

Tried to do this a few times - it shows the overpayment amount from 2023 applied to 2024, but it doesn't work. Stills says I owe, even though the overpayment is 2x more than what I owe.