Apply California ES overpayment to next year

[leahgold2]

I know how to apply my federal ES tax overpayment to next year in TurboTax. However, I don't see a similar option (Other Tax Situations) for my California estimated tax overpayment. Where do I elect to apply it?

[VolvoGirl]

Yes I’ve done that for California.  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.

For the Desktop version this is tricky and is how it works for California….

Click on State Taxes tab and continue a couple screens to get into your state return then

Click on Show Topic List or go to Tools - Tropic List

Click on Expand All at the top

Scroll though the list and look for Miscellaneous towards the bottom of the state topics

And click on Handling of your Overpayment

[leahgold2]

Thank you! I am using the desktop version, and I'll try that tomorrow.