How can I change my IL state tax refund from getting a check to applying it to next year's taxes. Never got a chance to make choice. Changed Federal but not State.

[rusticoakct]

Haven't filed yet; this is not an amended return.  Ready to file after making change

to IL refund.  TT won't let me make any changes.  I do not know the proper procedure.  

[Cindy0H]

I can help you fix that. Go back to the Illinois interview process. Edit Illinois. Click continue until you get to the page " A few things to Wrap Up" (see screenshot).

Click on Estimate Taxes for next year. Say Yes you want to work them. Ignore the questions and click continue until you see "Apply overpayment?" (see screenshot)

If you have any more questions about this, ask in the comment box below.

[rusticoakct]

Thanks for trying but it made no difference.  Tried several times and using various different ways but no change in my refund.  
I am very disappointed in TurboTax and the refund part.  This appears to be an annual thing for me but I have managed to get it changed in the past but not this year.  Guess if I want any changes I have to use correction fluid.  Color me disappointed!

[Cindy0H]

I just tried it again on my Mac without a problem. Do you get to the pages I showed?

[Cindy0H]

If this is your first Illinois return, they do not give you a choice...they send a check.

[rusticoakct]

I did get to the pages and subtopic and it does tell me that I do not have any estimate amounts and says congrats I have a refund.  But I can't TT to let me change the check refund to apply to next year.  Not my first year to file in IL.

[rusticoakct]

I decided to try once more and if nothing changed, just use the finished 2018 IL state taxes as prepared.
So this time I decided to go ahead and use the estimated amount as suggested and at least use most of it for 2019 IL taxes and get a small amount by way of a check.  So I didn't use the selection "apply none"
but used the one that said pay my 2019 taxes in full.  Immediately it applied the amount to pay the estimated taxes and also said it was applying the rest of the refund to pay my 2019 IL taxes.   Exactly what I had tried to do many, many times before.   I would hope that TT would give up the Biblical Method of Seek and You Shall Find for a more open one of "Refunds and how you can apply them" in a clear open method.  And one should be Do you want all of your refund to apply to next year's taxes.  
And don't hide it under the estimated tax umbrella.

[jadean34]

my 2019 state tax refund

[MichelleLO]

Do you have a specific question regarding your state tax refund?

@jadean34

[hmfic2134]

On the 2021 Illinois Fiduciary return I have an overpayment of tax that I want credited to 2022.  But the return reflects "That the overpayment is to be refunded".  How do I change that to "Be credited forward"

Richard Stone

[email address removed]