Below are the steps to be brought to in TurboTax where you can apply your refund to next year:
https://ttlc.intuit.com/replies/3302058
Below are the steps to be brought to in TurboTax where you can apply your refund to next year:
https://ttlc.intuit.com/replies/3302058
I want to apply my 2018 overpayment to 2019. Where do I enter that ?
@John61 The procedure on how to apply a tax refund to next years taxes is shown in the link on this thread. Read the answers above your message.
Does anyone know how to apply the Federal refund to 2022? When I do the search on, "apply federal refund to next year", it returns a result that says follow the link. However there is no link to follow...
@djnehoc01 wrote:
Does anyone know how to apply the Federal refund to 2022? When I do the search on, "apply federal refund to next year", it returns a result that says follow the link. However there is no link to follow...
To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -
Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year
The amount applied to next years taxes will be shown on Form 1040 Line 36
This is a bad answer. It says to search for a phrase once you are "inside the return" whatever that means. But, it doesn't say how to do a search. I didn't see anyway to search inside the return. It could have just said go to "other tax situations" and there is a place to click on applying your refund.
@iva1 I am posting a screenshot for you below on how to search "apply federal refund to next year" and then select the Jump to link in the search results. You will need to pay your TurboTax fees before you can choose your refund method also. The refund method is under the "File" section after you do your "Review" so that has to be completed first. Then you should see an option to jump that is in the second screenshot, which is just a example of what you will see to take you to the correct section (the blue box).
Please see the TurboTax FAQ below for additional instructions:
How do I apply my refund to next year's (2021) taxes?
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These are also the basic directions to get to your refund method selection:
It would be nice to have the feature of applying an amount to next year's taxes by percentage.
For instance, as I continue to edit my own data, the calculated federal refund could change, but the value entered is not changing. It would be handy to have EITHER a PERCENTAGE (100%) or an amount, in this selection box.
You can choose to apply a portion of your 2020 refund to the next year's tax bill. You just need to enter an amount instead of percentage.
In TurboTax online,
@Metroline wrote:
Where do I apply my refund to the next year?
To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -
Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year
The amount applied to next years taxes will be shown on Form 1040 Line 36
How can I apply Federal refund to next year's estimated taxes? I am filing 2021 Federal return under disaster relief for Florida hurricanes in 2022.
When you transfer last year's return over, we'll also transfer any refunds you applied from your 2021 return. You'll see this credit in your refund meter when you start your 2022 return.
Use this link for steps to accomplish this and additional information.
I could not find the steps to apply the refund to next year.. Please tell me how to find this option
To apply your federal refund to next year, enter it under
Federal Taxes Tab or Personal (Home & Business)
Other Tax Situations
Additional Tax Payments
Apply Refund to Next Year - Click the Start or Update button
To apply your state refund to next year, enter it under
State Taxes tab
And keep continuing and stepping though the interview about a dozen or more screens and it will finally ask how much you want to apply. It is probably one of the last questions in the state section.
https://ttlc.intuit.com/questions/1901277-applying-your-tax-refund-to-next-year-s-tax-return
I am not able to find the answer. What is the turbo tax support phone number?
@cstoebe wrote:
There is no jump to field Need a solution
To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -
Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year
The amount applied to next years taxes will be shown on Form 1040 Line 36
Where in turbo tax I can apply this last year refund to this year estimated tax?
@mas15 wrote:
Where in turbo tax I can apply this last year refund to this year estimated tax?
To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -
Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Income Taxes Paid, click on the start or update button
On the next screen select the options under 2022 Refund Applied to 2023
Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year
The prior year federal tax refund amount applied is shown on Form 1040 Line 26