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Level 1
February 25, 2026
Question

I have federal refund and state refund. I want to roll over to pay my 2026 quaterl y taxes. How do I do that as turbo tax is not offering that option?

  • February 25, 2026
  • 2 replies
  • 74 views
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2 replies

DoninGA
Level 15
Level 15
February 25, 2026

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

The amount applied to next years taxes will be shown on Form 1040 Line 36

 

To apply the state tax refund to next year, you will need to find that in the TurboTax state program

JohnB5677
Level 15
February 25, 2026

Yes, you can allocate all or a portion of your refund to the estimated taxes for next year.

 

If you're in the Online product.

 

You can enter  a "Apply federal refund to next year"  in TurboTax

  1. Select Tax Tools from the left sidebar.
  2. On the drop-down select Tools
  3. There will be 2 green boxes
  4. Select Topics Search
  5. Type  Apply federal refund to next year
  6. Continue through the interview or post your corrections

The state is not as easy.

You may have to go through the entire interview to answer the question

"Apply Refund to 2026 Estimated Tax?"

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