turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

stroshbr
New Member

How do I apply a 2021 overpayment to 2022 estimated taxes?

I have an overpayment on my 2021 taxes. I do not want a refund. I want to apply the overpayment to 2022 taxes?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies

How do I apply a 2021 overpayment to 2022 estimated taxes?

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

How do I apply a 2021 overpayment to 2022 estimated taxes?

To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Other Tax Situations
  • Under Additional Tax Payments
  • On Apply Refund to Next Year, click on the start or update button

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

Tjr324
New Member

How do I apply a 2021 overpayment to 2022 estimated taxes?

How do I apply my 2021 overpayment to my 2022 taxes

How do I apply a 2021 overpayment to 2022 estimated taxes?

@Tjr324 

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.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question