Solved: How do I move some of the refund to tax year 2019?

1 Best answer

Level 15

Jun 3, 2019 1:52:04 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 Schedule 5 Line 66 and flows to Form 1040 Line 17

Level 15

Jun 3, 2019 1:52:04 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 Schedule 5 Line 66 and flows to Form 1040 Line 17

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How do I move some of the refund to tax year 2019?