TomK
Expert Alumni

After you file

IF you filed and return is pending, please wait... if it is rejected, use steps below to change:

To change Overpayment option:

  • Log back in to your return (if not already there).
  • Click on Orange box 'Take me to my return' (if shown).
  • Click Federal Taxes tab.
  • Click Other Tax situations tab.
  • Select Apply Refund to next year and make your change.
  • Delete the amount of refund that is in the box to apply to next year's taxes.

IF the return is accepted:

You have plenty of time to reverse the situation.

First, wait about a week after you've received confirmation that your e-filed return was accepted (or 2-3 weeks after mailing, if you paper-filed).

Then, visit or call your local IRS office (fastest) or call the IRS at 1-800-829-1040 to explain that you want your applied refund transferred back to the current tax year.

You'll get your check refund in approximately 3-4 weeks. Electronic deposit is not available in these cases.


[Edited 4/05/17]

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