can i apply my 2024 overpayment to my 2025 taxes this late in the year?

lensilver000 — Wed, 04 Feb 2026 08:09:26 GMT

i dis an extension to file in April 2025 and have now completed my 2024 tax forms. i want to use the refund towards my 2025 estimated payments. but I cannot, why?

Re: can i apply my 2024 overpayment to my 2025 taxes this late in the year?

mesquitebean — Sat, 04 Oct 2025 04:11:01 GMT

@ lensilver000 wrote:
i dis an extension to file in April 2025 and have now completed my 2024 tax forms. i want to use the refund towards my 2025 estimated payments. but I cannot, why?

The IRS is happy to keep your money any time of year. 😁

What are you doing when it makes you think that you can't apply the 2024 Federal refund (overpayment) toward 2025 taxes? Maybe you haven't gone through the right section yet.

You appear to be using Online TurboTax. Have you gone through the "apply overpayment" portion of the interview? It is entered in the section "Other Tax Situations>Additional Tax Payments." Here are a couple of shortcut methods to get there, and I'll also post the regular navigation at the end, too. You should be able to use one or all of these 3 methods. If you reach a roadblock, please describe why you are unable to choose to apply the Federal refund to next year's taxes. I just tested a scenario and don't encounter any roadblock.

With your return open, click the Search icon (magnifying glass) at the top.
Enter this phrase exactly without quotes: apply Federal refund to next year and then click the adjacent magnifying glass. Note: while entering, ignore any dropdown menu suggestions.
Then click the link Jump to apply Federal refund to next year.

Or if you have trouble with that method, here's another shortcut method to get there that doesn't use a "Jump to" link:

With your return open, go the left menu column and click on TAX TOOLS, then subtab TOOLS.
In the Tools window, choose TOPIC SEARCH.
In the search line enter apply Federal without quotes.
In the results list select apply Federal refund to next year and click GO.

Or here's the regular navigation method:

Go to the left column and click on the Federal tab.
Then click on subtab Other Tax Situations.
If presented, go through screens of the "uncommon tax situations" interview.
You'll eventually get to a screen that says "All uncommon situations."
Scroll down to topic "Additional Tax Payments" and click the arrowhead to expand that section.
That topic will expand, and you will see a subtopic "Apply Refund to Next Year."

Re: can i apply my 2024 overpayment to my 2025 taxes this late in the year?

VolvoGirl — Sat, 04 Oct 2025 04:20:17 GMT

How are you paying the Online fees? You probably can't apply the refund if you want to have the fees deducted from it.

topic Re: can i apply my 2024 overpayment to my 2025 taxes this late in the year? in Get your taxes done using TurboTax

can i apply my 2024 overpayment to my 2025 taxes this late in the year?

Re: can i apply my 2024 overpayment to my 2025 taxes this late in the year?

Re: can i apply my 2024 overpayment to my 2025 taxes this late in the year?