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New Member
posted Mar 11, 2021 9:33:50 AM

How do I get my overpayment credited to 2021 instead of refunded?

0 2 395
2 Replies
Level 15
Mar 11, 2021 9:39:11 AM

To apply part or all of your Federal refund to next year

Federal Taxes Tab or Personal (H&B version)

Other Tax Situations

Additional Tax Payments

Apply Refund to Next Year - Click the Start or Update button

Returning Member
Mar 11, 2021 9:43:40 AM

Hello,

   On the Federal return, there is an option for applying your refund money to next year's taxes.  You'll have to keep a good record of that too.  It comes up towards the end of your step-by-step process. 

  If you're talking about on your state return, maybe you can go to your state's Div. of Rev. website to work it out.