If you want to add, edit, or delete a NY state refund (overpayment) of state taxes for next year, the section is located in the state area of the program. Please review the following instructions for more information:
- If you are using TurboTax CD/Download, open appropriate tax return.
- On the top, select STATE TAXES tab.
- On the Let's work on your state return screen, select Continue.
- On the Your State Returns screen, select Edit on New York.
- On the Your 2017 New York Return screen, select Continue.
- If you have not gone through the NY state tax screens yet, answer questions and select Continue to the Additional Tax Situations screen.
- If you have already gone through the NY state tax screens, on the You Just Finished Your New York Return screen, under Other Forms and Voluntary Contributions, select Start or Update on Other Forms.
- On the Additional Tax Situations screen, under Other Forms You May Need, select Start or Update on Review Estimates Calculated for 2018 (Form IT-2105). See attached screenshot.
- On the Apply Overpayment to Next Year? screen, select Yes. Please note this section may not be available (visible) if you do not have a refund (overpayment) and instead owe taxes.
