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Level 1
posted Feb 28, 2021 3:03:04 PM

How do i fill in 1040 line 36?

0 4 3475
4 Replies
Level 15
Feb 28, 2021 3:04:51 PM

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

Level 1
Mar 3, 2021 10:02:22 AM

Your idea worked!  This feature is hard to find.

Returning Member
Mar 4, 2021 1:40:20 PM

I owe money but it shows an amount to apply to refund and adds it to the amount i owe.  I can't access the field because I'm not getting a refund

Level 15
Mar 4, 2021 1:43:39 PM

Where does it show amount to apply to refund?  What does your actual 1040 return show?

 

oh, is it for a refund amount from your 2019 return to apply to this year 2020?