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Level 2
October 20, 2019
Solved

Efiling is closed, How do I change federal refund to apply to next year?

  • October 20, 2019
  • 1 reply
  • 32 views
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    Best answer by DoninGA

    If you have not yet filed your 2018 tax return -

     

    To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Other Tax Situations
    • Under Additional Tax Payments
    • On Apply Refund to Next Year, click on the start or update button

    Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year
    The amount applied to next years taxes will be shown on Form 1040 Schedule 5 Line 66 and flows to Form 1040 Line 17

    1 reply

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    October 20, 2019

    If you have not yet filed your 2018 tax return -

     

    To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Other Tax Situations
    • Under Additional Tax Payments
    • On Apply Refund to Next Year, click on the start or update button

    Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year
    The amount applied to next years taxes will be shown on Form 1040 Schedule 5 Line 66 and flows to Form 1040 Line 17