How do I apply the overpayment generated by an amended individual form 1040X on line 22?


Follow these steps to apply an overpayment on Form 1040X:

  1. Navigate to Screen 59, Amended Return (1040X).
  2. Scroll down to the Miscellaneous Information section.
  3. Checkbox Apply 1040X overpayment to 20YY estimated tax.

  4. Scroll down to the Federal Income Tax Return section
  5. Enter the amount to be applied in, Overpayment applied to 20YY estimated tax (75).

    Note:  If the amount does not appear on the 1040X, continue to step 6.
  6. Navigate to Screen 7.1, 20YY Estimates (1040 ES)
  7. Enter the same amount in, Apply overpayment to 20YY (Ctrl+T or dollar amount) under the General Information.
  1. Eliminate any entry on Estimate Options (Ctrl+T), [code 14].


Form 1040X Instructions, Page 10: 

If you elected to apply any part of an overpayment on your original return to your next year's estimated tax, you cannot reverse that election on your amended return.


Other Articles to Try:

Generating an Amended Individual (1040X) Return (Click Here to view)