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kleahey2015
New Member

I want to change to electronic filing and apply part of Fed refund to next year estimated tax and all of state refund to next year's estimate. Where do I go to change?

 
1 Best answer

Accepted Solutions
DianeW
Expert Alumni

I want to change to electronic filing and apply part of Fed refund to next year estimated tax and all of state refund to next year's estimate. Where do I go to change?

First, to apply your refund to next year's estimated taxes you can use the steps below.

  1. Sign into your TurboTax account (online or desktop)
  2. Select the Federal Taxes tab
  3. Select the Other Tax Situations tab
  4. Scroll to Additional Tax Payments
  5. Select Apply Refund to Next Year
  6. Continue to enter the amount you wish to apply (retain information for your records)
  7. Complete your state return and watch for a question if you have a refund.

To change your filing option to e-file use the information below.

https://ttlc.intuit.com/replies/3985787

View solution in original post

3 Replies
DianeW
Expert Alumni

I want to change to electronic filing and apply part of Fed refund to next year estimated tax and all of state refund to next year's estimate. Where do I go to change?

First, to apply your refund to next year's estimated taxes you can use the steps below.

  1. Sign into your TurboTax account (online or desktop)
  2. Select the Federal Taxes tab
  3. Select the Other Tax Situations tab
  4. Scroll to Additional Tax Payments
  5. Select Apply Refund to Next Year
  6. Continue to enter the amount you wish to apply (retain information for your records)
  7. Complete your state return and watch for a question if you have a refund.

To change your filing option to e-file use the information below.

https://ttlc.intuit.com/replies/3985787

View solution in original post

Bherron375
Returning Member

I want to change to electronic filing and apply part of Fed refund to next year estimated tax and all of state refund to next year's estimate. Where do I go to change?

OK   Refund applied to federal and state    How does that affect quarterly payments? Is it estimated tax due less applied refund divided by four?

Irene2805
Expert Alumni

I want to change to electronic filing and apply part of Fed refund to next year estimated tax and all of state refund to next year's estimate. Where do I go to change?

Correct!  UNLESS, you've already indicated in the estimated taxes interview in TurboTax that you wanted to apply all or part of your refund to your estimated taxes for 2020.  Just make sure you don't count the refund twice.

 

@Bherron375

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