topic Illinois State Tax Return on Turbo Tax for 2025 in Get your taxes done using TurboTax

Illinois State Tax Return on Turbo Tax for 2025

DAJ2500 — Thu, 26 Feb 2026 03:54:09 GMT

I Have been filing my Fed and State of Illinois Tax return on Turbo tax for years. Normally if you have a Refund you can Elect Not to Receive it but rather APPLY that Refund amount to Next Year taxes due. Well this year in 2025 there was NO Place I could find on TurboTax for Illinois to do this--ie. to Apply the refund to next year. ( This option was there for Federal but Not for State of Illinois return this year in 2025) Its helpful sometimes to use this method because then you can just send in less for your first estimated tax for 2026 and you do not even need to wait for or apply for the refund. I was just wondering WHY TurboTax did not offer that option this year in 2025 for State of Illinois. ( I checked with the State of Illinois on their tax forms and they still allow this method--so its NOT them that made any change.) Is there Anyone from Turbo Tax who could look into this issue. Thanks

Re: Illinois State Tax Return on Turbo Tax for 2025

Mike9241 — Fri, 27 Feb 2026 05:12:27 GMT

I use desktop so hope this works. More hoops than a circus to jump through

open the state tab and see if there's a link for estimated tax payments - if so, click on it. If not you'll need support
on next page select estimated tax payments for next year
yes you want to pay estimated taxes
yes you'll be an illinois resident
leave amounts and exemptions blank unless you really want TurboTax to generate estimates for 2026
continue until you reach the payment option page
Select any except "no estimates" and continue
the next page should say "apply overpayment"
i would select "apply a specific amount" continue
enter the amount, and you're done

Re: Illinois State Tax Return on Turbo Tax for 2025

bettyglover — Sat, 28 Feb 2026 15:25:38 GMT

I tried Mike9241's methodology which did not work today 2/28/26. His suggestion follows this question. I was able to complete step 7, but instead of getting to a page for identifying an overpayment to be applied. I was taken back to A few things before we wrap of your state taxes page. It appears as though you want Turbotax preparers to send in paper forms to apply an overpayment rather than submit state returns online.

Mike9241

Level 15

I use desktop so hope this works. More hoops than a circus to jump through

open the state tab and see if there's a link for estimated tax payments - if so, click on it. If not you'll need support
on next page select estimated tax payments for next year
yes you want to pay estimated taxes
yes you'll be an illinois resident
leave amounts and exemptions blank unless you really want TurboTax to generate estimates for 2026
continue until you reach the payment option page
Select any except "no estimates" and continue
the next page should say "apply overpayment"
i would select "apply a specific amount" continue
enter the amount, and you're done

Thursday

Re: Illinois State Tax Return on Turbo Tax for 2025

bettyglover — Sat, 28 Feb 2026 15:36:14 GMT

I forgot to add that I am using the online version rather than desktop.

Re: Illinois State Tax Return on Turbo Tax for 2025

bettyglover — Sat, 28 Feb 2026 17:02:21 GMT

Turbo Tax state e-filing fees are set to increase in March. Perhaps tomorrow the issue will be corrected.

Re: Illinois State Tax Return on Turbo Tax for 2025

SharonD007 — Fri, 06 Mar 2026 02:26:38 GMT

Here’s a work around to apply your state refund to next year’s tax return, follow the steps below:

Select State from the left menu.
Select Go to state return.
At the screen “Status of your state returns” select Continue by your state return
On the next screen, “Your 2025 state taxes are ready for us to check” select Edit by Other situations.
Select the down arrow by Other Forms - Pay estimated taxes, file an extension, or amend your return and select Start by Estimate tax payments for next yea.r
Select Yes on the next screen, “Do You Want to Pay Illinois Estimated Taxes for 2026?”
TurboTax will guide you through the screens which you will answer.
When you get to the screen “Choose Your Payment Option”, you can choose the amount that you want to go towards your taxes for next year.
The next screen “Apply overpayment of (amount of your refund)” where you select all or a specific amount.
The next screen will confirm the amount of your overpayment that will go towards your 2026 estimated taxes.

Re: Illinois State Tax Return on Turbo Tax for 2025

user17731648606 — Tue, 10 Mar 2026 17:52:22 GMT

Hey Mike9241 - you are a champ! It worked for me and I was playing with this for a couple of hours. Wish I came upon your steps sooner, but at least it's done! Thanks!! A different Mike from Illinios!

Re: Illinois State Tax Return on Turbo Tax for 2025

wingsbobby — Wed, 25 Mar 2026 21:43:17 GMT

This worked for me as well. Thanks for the tip.