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bookie49
Returning Member

Apply federal refund to next year

I could not find the steps to apply the refund to next year.. Please tell me how to find this option 

Apply federal refund to next year

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

bookie49
Returning Member

Apply federal refund to next year

I am not able to find the answer.  What is the turbo tax support phone number?

Apply federal refund to next year

You can't see my answer right above?  I listed where.

cstoebe
New Member

Apply federal refund to next year

There is no jump to field  Need a solution

Apply federal refund to next year


@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 -

  • 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 Line 36

Apply federal refund to next year

The 'real' current solution.  Thank you.

mas15
New Member

Apply federal refund to next year

Where in turbo tax I can apply this last year refund to this year estimated tax?

Apply federal refund to next year


@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

gpr3
New Member

Apply federal refund to next year

this link no longer works. There is now no way to find out how to get a 2023 tax refund applied to 2024 estimated taxes.

Apply federal refund to next year

What link?  The prior answers are to enter 2022 refund applied to this year 2023.

 

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

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