If you would like to apply your state tax overpayment to next year, you can easily get to those screens in TurboTax using the steps listed below:
- Click on your State Taxes Tab
- Select Edit next to your state tax return or you may see Take a Look at XXXX credits and taxes will show Select Done with credits
- Your TurboTax screen will say You just finished your XXX state Return
- Scroll down to Other Forms and select Update
- Your screen will say Additional Tax Situations
- Under Other Forms You May Need
- Click on Start next to Prepare Estimates or Apply Your Refund to 2026
If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.
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