How do I change my NYS refund from apply to next year to immediate return?

If you have e-filed your return and it is accepted, you will not be able to change it. You can call NYS at 518-457-5181 to see if they can change that option for you.

If you have not filed yet:

1. Login and continue your return.
2. Select State from the left side menu.
3. Click Continue on the bottom right.
4. Select Continue or Revisit to the right of New York.
5. Continue until you get the screen with, You Just Finished Your New York Return at the top.
6. Scroll down to, Other Forms and Voluntary Contributions near the bottom.
7. To the right of, Other forms, click Update.
8. Click Update to the right of , Review the Estimates Calculated for 2020 (Form IT-2105).
9. On the next screen, Apply Overpayment to Next Year? answer No.
10. Continue through the end of your return.