topic IRS Refund in Retirement tax questions

IRS Refund

littletm09 — Wed, 11 Feb 2026 10:51:09 GMT

How to split refund between bank deposit and estimated tax for next year

Re: IRS Refund

VolvoGirl — Fri, 04 Oct 2024 20:12:34 GMT

To apply part or all of your Federal refund to next year...

Federal Taxes Tab or Personal (H&B version)

Other Tax Situations

Additional Tax Payments

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

Re: IRS Refund

DoninGA — Fri, 04 Oct 2024 20:13:44 GMT

To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

Click on Federal Taxes (Personal using Home and Business)
Click on Other Tax Situations
Under Additional Tax Payments
On Apply Refund to Next Year, click on the start or update button

Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year

The amount applied to next years taxes will be shown on Form 1040 Line 36