I want to change to electronic filing and apply part of Fed refund to next year estimated tax and all of state refund to next year's estimate. Where do I go to change?

kleahey2015 · ‎June 6, 2019

DianeW · ‎June 6, 2019

First, to apply your refund to next year's estimated taxes you can use the steps below.

Sign into your TurboTax account (online or desktop)
Select the Federal Taxes tab
Select the Other Tax Situations tab
Scroll to Additional Tax Payments
Select Apply Refund to Next Year
Continue to enter the amount you wish to apply (retain information for your records)
Complete your state return and watch for a question if you have a refund.

To change your filing option to e-file use the information below.

https://ttlc.intuit.com/replies/3985787

Bherron375 · ‎February 13, 2020

OK Refund applied to federal and state How does that affect quarterly payments? Is it estimated tax due less applied refund divided by four?

Irene2805 · ‎February 14, 2020

Correct! UNLESS, you've already indicated in the estimated taxes interview in TurboTax that you wanted to apply all or part of your refund to your estimated taxes for 2020. Just make sure you don't count the refund twice.

@Bherron375

I want to change to electronic filing and apply part of Fed refund to next year estimated tax and all of state refund to next year's estimate. Where do I go to change?

Get your taxes done using TurboTax

Get your taxes done using TurboTax

Get your taxes done using TurboTax