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To apply your federal refund to next year, enter it under
Federal Taxes Tab or Personal (Home & Business)
Other Tax Situations
Additional Tax Payments
Apply Refund to Next Year - Click the Start or Update button
To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -
Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year
The amount applied to next years taxes will be shown on Form 1040 Line 36
How do I apply my 2021 overpayment to my 2022 taxes
If it didn't transfer over from last year then enter a refund from last year that you applied to this year here. BUT first make sure it's not already there. You don't want to apply it twice.
To enter last year's refund you applied to this year.
Federal on left
Deductions and Credits at top
Then scroll way down to Estimates and Other Taxes Paid
Other Income Taxes - Click the Start or Revisit
Next page scroll down to 2021 Refund Applied to 2022
Click Start or Update by the tax you applied
Then for state, you need to click on the state tab and go through state again for it to update.
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