Skip to main content
Level 3
May 1, 2024
Question

2023 taxes

  • May 1, 2024
  • 2 replies
  • 13 views

How do I take the 2023 Federal and State refund and carry it over to 2024 taxes as estimated payments

This topic has been closed for replies.

2 replies

Jim-from-Ohio
Intuit Community Champion
May 1, 2024

That is done in the 2023 program before efiling the 2023 return; there are spots to mark to apply refund to 2024. 

Level 6
May 1, 2024

Open the 2023  return. On the 1040/1040SR Worksheet go to line 36 and enter the amount applied to 2024.