Skip to main content
Level 1
August 21, 2022
Question

Where do I go to apply refund to next years taxes?

  • August 21, 2022
  • 5 replies
  • 1 view
Where on 1040 do I request refund to next years taxes?

5 replies

VolvoGirl
Level 15
August 21, 2022

To apply your federal refund to next year, enter it under

Federal Taxes Tab or Personal (Home & Business)

Other Tax Situations

Additional Tax Payments

Apply Refund to Next Year - Click the Start or Update button

 

For 2021 It will be on 1040 line 36.

rjs
Level 15
Level 15
August 21, 2022
Level 15
August 21, 2022

For your federal tax return:  Other Tax Situations -> Additional Tax Payments -> Apply Refund to Next Year.

VolvoGirl
Level 15
August 21, 2022

Screen shot....

 

Level 2
March 23, 2025

Solved by Google search. TT gets worse every year and there was no way how to figure out how to apply refund to 2025 taxes. One alleged solved solution was to search for apply federal refund to next year but they have changed the search fearture so it does not answer the question but brings you back to this forum. I read on Reddit that you can go to form 1040 and line 36 (must go to forms and edit from there in TT) to put in the amount you wish to go toward 2025 tax. I absolutely refuse to spend $60 to ask some TT person about this. What a rip off.

RachelW33
Alumni - Expert
Alumni - Expert
March 23, 2025

If you haven't filed your return yet, please follow these steps to apply your 2024 refund to your 2025 tax return:
 

  1. Sign in to TurboTax and open or continue your return.
  2. From the left panel, choose Federal and then Other Tax Situations
  3. Click the drop down menu next to Additional Tax Payments
  4. Select Start/Revisit next to Apply Refund to Next Year
  5. Remove the amount you originally selected to be applied and click Continue

@geripsych

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"