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To apply your 2025 California tax return refund to your 2026 CA estimated taxes, follow this path in the CA tax return organizer in TurboTax:
Other Situations>Other Forms>Estimated Taxes for Next Year
For the question Do you want to pay estimated taxes for 2026? answer Yes.
After several screens asking about your estimated 2026 CA income (you can use 2025 amounts), you will come to a screen asking Apply Overpayment? This is where you can apply all or some of your 2025 tax return overpayment to your 2026 estimated taxes.
To apply your 2025 California tax return refund to your 2026 CA estimated taxes, follow this path in the CA tax return organizer in TurboTax:
Other Situations>Other Forms>Estimated Taxes for Next Year
For the question Do you want to pay estimated taxes for 2026? answer Yes.
After several screens asking about your estimated 2026 CA income (you can use 2025 amounts), you will come to a screen asking Apply Overpayment? This is where you can apply all or some of your 2025 tax return overpayment to your 2026 estimated taxes.
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