State tax filing

To apply this year’s state refund to next year’s return in TurboTax Desktop:

  1. Open TurboTax Desktop
  2. Select STATE TAXES in the banner
  3. On the Let's work on your state return screen, select Continue
  4. Select Continue on the next screen, then select Start or Continue to the right of Virginia
  5. Proceed through the state screens until you come to the A few things before we wrap up your state taxes screen
  6. Select Start to the right of Make Estimated Payments for Next Year
  7. Select Yes on the Estimated Taxes for 2024? screen
  8. Proceed through the following screens
  9. On the Choose Your Payment Option screen, select 100% of your actual 2023 tax, then Continue
  10. On the Apply Overpayment? screen, select your appropriate answer, then proceed through the following screens

 To apply this year’s state refund to next year’s return in TurboTax Online:

  1. Open TurboTax Online
  2. Select  Tax Home in the left pane
  3. On the  Hi, let's keep working on your taxes! screen, select the dropdown on the right side of the State Taxes box, then select StartContinue, or Pick up where you left off
  4. Proceed through the state screens until you come to Tour 2023 Virginia taxes are ready for us to check
  5. Select  Start or Edit to the right of Other situations
  6. On the  A few things before we wrap up your state taxes screen, select Start to the right of Make Estimated Payments for Next Year
  7. Answer  Yes on the Do You Want to Pay Colorado Estimated Taxes for 2024? Screen
  8. Proceed through the screens 
  9. On the  Choose Your Payment Option screen, select 100% of your actual 2023 tax, then Continue
  10. On the  Apply Overpayment? Screen, select your appropriate answer, then proceed through the following screens

[Edited 2/4/2024 | 12:23 pm PST] @xt4brd