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Amending the refund amount before filing

I have a federal tax refund due for 2020. The return has not been filed. I wish to change the amount I wish to have refunded and the amount applied to 2021 taxes. How do I do that? Thanks.

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2 Best answer

Accepted Solutions

Amending the refund amount before filing

Open the return and revisit that section ...  

- Federal Taxes    (Personal for Home & Business)

- Other Tax Situations

- under Additional Tax Payments

- Apply Refund to Next Year – Start or Update

View solution in original post

Amending the refund amount before filing

That was very helpful. Now on to 2021 taxes!

View solution in original post

2 Replies

Amending the refund amount before filing

Open the return and revisit that section ...  

- Federal Taxes    (Personal for Home & Business)

- Other Tax Situations

- under Additional Tax Payments

- Apply Refund to Next Year – Start or Update

Amending the refund amount before filing

That was very helpful. Now on to 2021 taxes!

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