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

[bluedeb · Accepted solution]

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.

1. Under the Federal Taxes option tap Other Tax Situations
2. Then, tap on Additional Tax Payments, and Apply Refund to Next Year
3. 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
4. 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/00/2606...

[bflosoldier19]

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.

[bflosoldier19]

THE QUESTION IS STATE TAX, NOT FEDERAL.

[bluedeb · Accepted solution]

No need to shout.  Maybe NY State does not allow you to apply a portion of your refund, you can only apply the full amount. TurboTax does not set up the amount you can apply.  

[bflosoldier19]

clearly NYS allows one to apply a portion - guesses are not helpful.  And both people who responded ignored the fact that I was asking about NYS tax - hence the all caps - I did not want to get a third or fourth person responding to a Federal question, the answer to which is clear.  I think this is simply another failure on Turbotax's part, frankly.

[bflosoldier19]

Also - this is marked as "solved" - and it is NOT solved (sorry for the caps)

[bflosoldier19]

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.