How to apply a state refund to next year?

Forum|Forum|5 years ago
July 25, 2020
1 reply
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Apply refund on state return to next year?

TurboTax Premier Online

Anonymous

in the estimated tax section you can select to apply the entire overpayment to 2020. sometimes it's tricky with TT in that even though the overpayment shows up on the state return you still have to tell TT how much to apply

VolvoGirl

Level 15

I think in the Estimate section is just to apply a refund from 2018 to the current year 2019.

To apply your federal refund to next year, enter it under

Federal Taxes Tab or Personal (Home & Business)

Other Tax Situations

Additional Tax Payments

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

To apply your state refund to next year, enter it under

State Taxes tab

And keep continuing and stepping through the interview about a dozen or more screens and it will finally ask how much you want to apply. It is probably one of the last questions in the state section.