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

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

How do I change my tax refund option from receiving a check to applying it to next year's estimated tax?

I completed my 2021 federal and state tax returns using TurboTax Premier.  I specified that I wanted mailed checks for both the federal and state refunds I have coming.  I completed both tax returns but I have NOT yet filed either one. I would like to change my refund option so that my refund for both federal and state is credited toward my 2022 estimated tax payments.  I don't see where I do this.  I appear to be able to change the refunds from mailed check to direct deposit, but I see no option for applying the refunds to next year's tax.  Can someone help?  Thanks.

 

Connect with an expert
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.

1 Best answer

Accepted Solutions

How do I change my tax refund option from receiving a check to applying it to next year's estimated tax?

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

View solution in original post

4 Replies

How do I change my tax refund option from receiving a check to applying it to next year's estimated tax?

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

How do I change my tax refund option from receiving a check to applying it to next year's estimated tax?

Perfect.  Thanks for the assist.

Sweendog10
Returning Member

How do I change my tax refund option from receiving a check to applying it to next year's estimated tax?

I had the same problem but my 2022 Turbotax does not recognize the change because the 2021 now reads no refund and 2022 TT says it can't apply it because there was no refund in 2021.  Will the IRS fix this?  Is there a manual way to enter it?

CatinaT1
Expert Alumni

How do I change my tax refund option from receiving a check to applying it to next year's estimated tax?

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies