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To elect to have your 2021 state refund be applied to 2022 North Carolina taxes, you can follow these steps:
[Edited 2/19/22 l 7:21AM]
@LenaH Not that one Lena
....they have a refund indicated on their 2021 NC taxes, and want to apply it to next year...2022.
Your instructions are for last year's 2020 refund applied to 2021.
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I don't really recommend that you do this....If NC changes that Refund for any reason, then next year's tax file you will need to remember how much (if any) ended up being applied. You are better off just getting the refund, and then paying NC whatever you think is needed on the NC website's NC 40 Online payment page.
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But, if you still want to do this. Edit your NC tax return, get to the NC menu page:
1) and go into "Other Situations"
2) then "Start" or edit at "Make estimated payments for next year"
3) Proceed as-if you were going to prepare the 4 quarterly estimated tax payments, filling in the various boxes appropriately.
4) Eventually you will get to the page below, where you can select how to treat your current NC refund.
5) Then proceed thru the pages that follow.
IF a page comes up that asks if you really want to prepare the estimated tax vouchers.....go ahead and say Yes....mostly because I don't know if saying No will cancel your refund-applied-to-2022 choice or not. If you don't need the NC Estimated tax forms, you can then just ignore them, since the fact they were prepared is not transmitted to the NCDOR.
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And remember this...do NOT attempt to E-file until after 24 February
(Of course, no one has any idea if NC E-filing might be delayed even further)
That option never came up on my state taxes. I swear Turbo Tax is the worst ever . Have used it for 20 years but this is the first (and last ) time I will try to use it on Turbo Tax. Much easier to just mail it in. thanks for your input but it's not one of my choices on my premier version of Turbo Tax........
OK...try again. The longer you use TTX, the better you'll be able to navigate......... (in spite of all of the NC forms issues for 2021)
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Farmer or Fisherman? page ....NO
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Step thru a few more pages and finally:
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At least for the AL state tax, TurboTax has the option at the end of the "Other Forms". Total Path:
> State Taxes
> Other Forms (Est Taxes for Next Next…)
> Start Est Taxs: Yes
> No
> 2022 Est Tax
> Married
> 90%
> Apply Over Payment = * Apply None
At least for the AL state tax, TurboTax has the option at the end of the "Other Forms". Total Path:
> State Taxes
> Other Forms (Est Taxes for Next Next…)
> Start Est Taxs: Yes
> No
> 2022 Est Tax
> Married
> 90%
> Apply Over Payment ==> Select Option
Note, it appears that TurboTax thought it was cute to have each state do this differently.
This year, TurboTax needlessly had me spend around 8 hours extra filling out crap that did not matter in end. List follows:
@gguessa You spend a lot of time blaming TurboTax for issues that have nothing to do with the software or the company.
“You have the option of entering your phone number and email address in the spaces provided. There will be no effect on the processing of your return if you choose not to enter this information.”
Therefore, a phone number is not required. Additionally, plenty of people do not have phones. I have considered cancelling my useless and overly expensive phone and just get a cellular data plan. TurboTax is Stupid to demand it since tax fraud is rampant. The last thing anyone needs is a hint that the IRS might really call.
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