topic How to deal with excess refund in Turbo Tax Deluxe 2025 in Get your taxes done using TurboTax

How to deal with excess refund in Turbo Tax Deluxe 2025

SAR66 — Wed, 11 Feb 2026 20:20:54 GMT

Per my financial advisor I have been converting a traditional IRA to a Roth IRA over a couple of years for tax purposes. I started in 2024 which generated an expected large tax due as well as a penalty. So I had to make large quarterly Estimated Tax payments to the IRS per Turbo Tax. However, I forgot to make the 2025 conversion so due to all the Estimated Payments I will have a huge refund this year. When I look at the Form view it looks like there is an option to use the 2025 excess refund and keep it with the IRS for 2026. I will be doing another conversion this year so my taxes will be very high again next year. I'm at the screen to actually file my 2025 Taxes but I can't see where I can enter the instructions to keep the excess 2025 refund with the IRS for next year's Taxes. I don't to start the e-file process unless I know where I can enter the instructions to keep the excess refund with the IRS for next tax year. Any ideas?

Re: How to deal with excess refund in Turbo Tax Deluxe 2025

VolvoGirl — Wed, 11 Feb 2026 20:25:49 GMT

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

Re: How to deal with excess refund in Turbo Tax Deluxe 2025

SAR66 — Thu, 12 Feb 2026 18:57:49 GMT

Volvo Girl,

Thanks for responding. I will get into Turbo Tax and check on your steps.

Re: How to deal with excess refund in Turbo Tax Deluxe 2025

SAR66 — Mon, 16 Feb 2026 19:40:54 GMT

VolvoGirl,

Thanks for your help with this. I followed your instructions and now my refund shows as applied to my 2026 Taxes with the IRS.