turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I want to apply my federal tax overpayment to 2025 estimated taxes. How do I do that?

Will turboTax allow me to have the IRS apply my 2024 overpayment of federal taxes to my 2025 federal estimates?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies
NicolleR1
Expert Alumni

I want to apply my federal tax overpayment to 2025 estimated taxes. How do I do that?

Yes you can have your 2024 overpayment credited toward next year's taxes. See the link below for instructions 

 

How do I apply my refund to next year's (2025) taxes?

I want to apply my federal tax overpayment to 2025 estimated taxes. How do I do that?

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 Line 36

Micino
New Member

I want to apply my federal tax overpayment to 2025 estimated taxes. How do I do that?

Your answer does not work because you can't do a search! When I click on search, TurboTax starts the assistance.  

I want to apply my federal tax overpayment to 2025 estimated taxes. How do I do that?


@Micino wrote:

Your answer does not work because you can't do a search! When I click on search, TurboTax starts the assistance.  


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

AmyC
Expert Alumni

I want to apply my federal tax overpayment to 2025 estimated taxes. How do I do that?

To apply your federal payment to next year's taxes:

  1. Open your return to the federal 
  2. Select Other Tax Situations
  3. Locate Additional tax payments
  4. Select apply refund to next year

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question