topic Re: neither do I in State tax filing

How do I apply my State refund to next year?

moyaa1 — Fri, 07 Jun 2019 22:55:21 GMT

this year 2018 tt is generating a 1099-G, I did not recei...

aa106106 — Fri, 07 Jun 2019 22:55:21 GMT

this year 2018 tt is generating a 1099-G, I did not receive a form 1099-G this year

The area to enter this is actually under the estimated pa...

nyinyeb — Fri, 07 Jun 2019 22:55:23 GMT

The area to enter this is actually under the estimated payments section.

Here's how to apply your state refund to next year:

When you’re going through your state return, after you’ve dealt with any additional entries or adjustments for income and credits and taxes, you’ll reach a screen titled “A few things before we wrap you your state taxes”.
Scroll down to Other tax forms and click start/revisit across from Make Estimated Payments for Next Year.
Say “YES” that you want to start the state estimated taxes section now
Make entries on the next few screens as appropriate.
You must go through the process to generate estimated payment vouchers in order to apply the refund to the estimates.

I had gone through reviewing State (CA) return once but h...

njarif — Fri, 07 Jun 2019 22:55:24 GMT

I had gone through reviewing State (CA) return once but have not filed yet. Now when I do it again, I see +Next, we'll ask you to correct any entries that need your attention". After I hit CONTINUE, I see my Fed & State with a Checkmarks indicating all Fed/State checked out ok. But I don't see the steps you outlined in your response to select Apply State Refund to Next Year Estimated Payments

I had gone through reviewing State (CA) return once but h...

njarif — Fri, 07 Jun 2019 22:55:26 GMT

neither do I

jpk — Fri, 07 Jun 2019 22:55:26 GMT

neither do I

Re: neither do I

PK2K — Wed, 18 Sep 2019 17:47:08 GMT

Just in case anyone is still seeking the answer, here's how I did it:

1) while in forms view, select (from the top menu) <Forms> <Open Form>

2) For California, select <Estimated Tax Worksheet>

3) then in <Part II> you'll want to check the box next to the option you're interested in - e.g. check the box next to # 2d, 2e, etc. which will make the 'corresponding 'amount to apply' field editable. From here, you can enter the amount to be applied and any amount still to be refunded will be calculated.

Definitely not as easy to do as in previous years, but at least it's still possible...

Re: How do I apply my State refund to next year?

bobjc — Mon, 14 Oct 2019 20:14:47 GMT

Go to Line 95 on Form 540 and double click to get to540-ES, the California Estimated Tax Worksheet