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Returning Member
posted Oct 5, 2022 8:11:50 AM

change to apply federal refund to next year

Hi,

 

I got the W2c and chose to get the check for refund and saved the info on turbo tax and have the amendment printout form. However, I change my mind to get the apply federal refund to next year instead. How I can choose “apply federal refund to next year” on Turbo tax desktop? I cannot find the tab to change the refund type. Thanks

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3 Replies
Level 15
Oct 5, 2022 8:17:40 AM

To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Other Tax Situations
  • Under Additional Tax Payments
  • On Apply Refund to Next Year, click on the start or update button

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

Level 15
Oct 5, 2022 8:56:33 AM

Are you doing an Amended 1040X return?  I don't think you can apply the refund to next year.  They only mail checks for refunds for amended returns.

Level 15
Oct 5, 2022 9:23:43 AM

Even if you could "apply the refund" to the next tax year on an amended return it would not work ... amended returns are taking 10 months on average to process so it could not be done before the next filing deadline.