turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jsu
Returning Member

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

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies

change to apply federal refund to next year

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

change to apply federal refund to next year

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.

change to apply federal refund to next year

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. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies