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miawcpc1
New Member

I want to change my refund option before I file. How do I do this?

I initially choose to have my 2017 federal refund applied to 2018. I have not filed the 2017 return and want to only apply part of the refund to 2018 and receive the rest as a refund. How can I do this? 

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Accepted Solutions

I want to change my refund option before I file. How do I do this?

In order to get to that section, with your return open, click:

  1. FEDERAL/PERSONAL tab
  2. Other Tax Situations
  3. Scroll to the "Additional Tax Payments" section
  4. Click Start/Update next to "Apply refund to next year"
  5. Click the radio button next to "Apply all or part of it toward next year's tax bill."
  6. Click Continue and choose the amount you want applied, the remainder will be refunded

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1 Reply

I want to change my refund option before I file. How do I do this?

In order to get to that section, with your return open, click:

  1. FEDERAL/PERSONAL tab
  2. Other Tax Situations
  3. Scroll to the "Additional Tax Payments" section
  4. Click Start/Update next to "Apply refund to next year"
  5. Click the radio button next to "Apply all or part of it toward next year's tax bill."
  6. Click Continue and choose the amount you want applied, the remainder will be refunded

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