turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

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

I have completed all worksheets. How do I go back to worksheet to direct $500, of my calculated return, to next year's taxes?

 
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.

1 Reply

I have completed all worksheets. How do I go back to worksheet to direct $500, of my calculated return, to next year's taxes?

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

The amount applied to next years taxes will be shown on Form 1040 Schedule 5 Line 66 and flows to Form 1040 Line 17 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies