You can apply some or all of your 2021 tax refund to next year's taxes. When you come back to do your taxes in 2023, the amount you applied will show up as a credit. To enter your refund amount. Under the Federal Taxes option tap Other Tax SituationsThen, tap on Additional Tax Payments, and Apply Refund to Next YearSelect the first option (apply all or part of it) when asked how you want us to handle your 2021 refund and swipe right to continueEnter the amount you want to apply and proceed How do I apply my refund to next year's (2022) taxes?https://ttlc.intuit.com/community/refunds/help/how-do-i-apply-my-refund-to-next-year-s-taxes/00/26068

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bflosoldier19

Level 2

Solved

How does one apply part - but not all - of a NYS refund to next year's estimateds?

Forum|Forum|4 years ago
March 2, 2022
1 reply
17 views

No text available

TurboTax Self Employed Online

Best answer by bluedeb

You can apply some or all of your 2021 tax refund to next year's taxes. When you come back to do your taxes in 2023, the amount you applied will show up as a credit. To enter your refund amount.

Under the Federal Taxes option tap Other Tax Situations
Then, tap on Additional Tax Payments, and Apply Refund to Next Year
Select the first option (apply all or part of it) when asked how you want us to handle your 2021 refund and swipe right to continue
Enter the amount you want to apply and proceed

How do I apply my refund to next year's (2022) taxes?

https://ttlc.intuit.com/community/refunds/help/how-do-i-apply-my-refund-to-next-year-s-taxes/00/26068

bluedeb

Answer

Alumni - Champ

You can apply some or all of your 2021 tax refund to next year's taxes. When you come back to do your taxes in 2023, the amount you applied will show up as a credit. To enter your refund amount.

Under the Federal Taxes option tap Other Tax Situations
Then, tap on Additional Tax Payments, and Apply Refund to Next Year
Select the first option (apply all or part of it) when asked how you want us to handle your 2021 refund and swipe right to continue
Enter the amount you want to apply and proceed

How do I apply my refund to next year's (2022) taxes?

https://ttlc.intuit.com/community/refunds/help/how-do-i-apply-my-refund-to-next-year-s-taxes/00/26068

bflosoldier19Author

Level 2

my question is re New York State - not Federal. I know how to do Federal, but the NYS part of Turbotax seems to allow only applying the whole amount or nothing. SO I STILL HAVE THE QUESTION.

bflosoldier19Author

Level 2

I figured out how to do this. It's not intuitive. The first step is one applies as much as the amount owed to next year's taxes (yes or no, no variations); then, when doing the estimateds, there is a step where it asks you how much you want to apply - it's a couple steps in, after the one where it looks like there's no choice. One (as in many Turbo Tax 'games') just has to keep answering the questions and keep moving along with "continue" and you'll eventually get there.