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

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

rich911md
New Member

I didn't use Turbo Tax for 2020. I need to apply my 2020 refund to 2021 tax

 
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.

2 Replies

I didn't use Turbo Tax for 2020. I need to apply my 2020 refund to 2021 tax

Go to :

- Federal Taxes    (Personal for Home & Business)

- Deductions & Credits

- under Estimates and Other Taxes Paid  click on  Income Taxes Paid

- under  2020 Refund Applied to 2021– Start or Update

I didn't use Turbo Tax for 2020. I need to apply my 2020 refund to 2021 tax

Try this:

 

  • Log in and open your 2021 return, if not already open.
  • Once the return is open, click on the Search tab at the top.
  • In the search box enter this exact phrase:  applied overpayment  (without quotes) and then click the adjacent magnifying glass icon.
  • Click on Jump to applied overpayment.
  • Next screen:  Estimates and Other Income Taxes Paid.
  • Scroll down about 2/3 of the page to 2020 Refund Applied to 2021 and choose the proper topic for type of payment (Federal, State, Local.)

Before filing, make sure the payment shows up on your return so you get credit for it.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question