How do I change my State 2023 refund decision from applying it against 2024 to it being refunded to me before filing?

I initially decided to apply my State refund toward my 2024 estimated payments and my 2023 refund was $0, of course. A few days later, I increased by deductions but the TT program does not reveal the revised amount of the 2023 refund being applied to 2024, it just reports my refund as $0. How can I obtain my revised 2023 overpayment amount? Can I turn off this election and have my refund paid to me before I file???

2648

Level 10

Apr 4, 2024 10:26:14 PM

@user312904320715

If you haven't filed, go back to the state interview to the last section "YOUR XX STATE BOTTOM LINE" and update it. It will tell you the refund amount and ask you how much you want to apply to next year.

If you already electronically filed or mailed your returns, it is too late to make that change other then by completing an amended return.

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How do I change my State 2023 refund decision from applying it against 2024 to it being refunded to me before filing?