How to deal with excess refund in Turbo Tax Deluxe 2025

[SAR66]

Per my financial advisor I have been  converting a traditional IRA to a Roth IRA over a couple of years for tax purposes. I started in 2024 which generated an expected large tax due as well as a penalty. So I had to make large quarterly Estimated Tax payments to the IRS per Turbo Tax. However, I forgot to make the 2025 conversion so due to all the Estimated Payments I will have a huge refund this year. When I look at the Form view it looks like there is an option to use the 2025 excess refund and keep it with the IRS for 2026. I will be doing another conversion this year so my taxes will be very high again next year. I'm at the screen to actually file my 2025 Taxes but I can't see where I can enter the instructions to keep the excess 2025 refund with the IRS for next year's Taxes. I don't to start the e-file process unless I know where I can enter the instructions to keep the excess refund with the IRS for next tax year. Any ideas?                                                                                           

[VolvoGirl · Accepted solution]

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

[SAR66]

Volvo Girl,

      Thanks for responding. I will get into Turbo Tax and check on your steps.

[SAR66]

VolvoGirl,

         Thanks for your help with this. I followed your instructions and now my refund shows as applied to my 2026 Taxes with the IRS.