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I'm using the TurboTax App and I was alerted to an overpayment. I think I chose the wrong option as to how to apply that overpayment. I cannot get back to that screen.

 
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2 Replies
LeticiaF1
Employee Tax Expert

I'm using the TurboTax App and I was alerted to an overpayment. I think I chose the wrong option as to how to apply that overpayment. I cannot get back to that screen.

As long as you haven't filed yet (or you e-filed, but got rejected), you can change your refund method.

 

  1. Open your return in TurboTax.
  2. Go to the File section in the left menu.
  3. Next to Step 2: Your refund info select Revisit.
  4. Choose your desired refund method and select Continue.

Unfortunately, once your e-filed return has been accepted or you already mailed it, it's too late to change your refund.

There's one exception: if you choose to apply this year's refund to next year's taxes, you can request a check refund instead.

I'm using the TurboTax App and I was alerted to an overpayment. I think I chose the wrong option as to how to apply that overpayment. I cannot get back to that screen.

An overpayment is your refund.   You can have them keep all or part of your refund as an estimated payment towards next year's tax return.  But most people want to get their refund now.   So to get your refund now pick do not apply it to next year.

 

To change the entry you made to apply 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 and answer NO or delete the amount.

 

For state go through the State tab again, probably near the end and look for that screen again to change it.  Change it to No and delete the

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