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Level 1
September 4, 2025
Question

1040X-2020 How to Apply the Estimate to the next tax year even if tax year is 2021-2024 (Line 23 1040X)

  • September 4, 2025
  • 1 reply
  • 5 views

First Steps : Input return>Miscellaneous Form>Amend Return (1040-X)>General Information and Federal (1040X)Check > Apply 1040-X overpayment to 2021 estimated tax>Year to apply overpayment to [Override]> Enter the year that you want it applied to.


Second Steps: Input return> Payments, Penalties, & Extensions > 2021 Estimated Tax (1040-ES,W-4,W-4P)>2021 Estimated Tax (1040-ES)>Federal & State>General Information>Apply overpayment to 2021>Select option 7>Apply Entire Refund No estimates

1 reply

sjrcpa
Level 15
September 5, 2025

That 2020 overpayment is lost. The Statute of Limitations for refunds for 2020 has expired.

Unless you have some unusual circumstance.

The more I know the more I don’t know.