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Apply portion of refund to next year - EFFECTIVE DATE?
Hi,
I am tardy with making estimated payments on time, but ended up overpaying for the 2022 tax year overall. I made my estimated tax payments on Sep 2022, Jan 2023, and June 2023.
I want the IRS to apply a portion of my 2022 tax refund to the 2023 tax year. However, I want to make sure they apply the earlier tax payments (e.g. Sep 2022, Jan 2023) to the 2023 tax year, as these have an earlier effective date to help minimize interest.
What would be the best way to make sure they apply the earlier tax payments to 2023, but refund me the latest tax payment?
Thank you!
Thanks for your help
‎October 3, 2023
7:08 PM