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?

[DianeW · Accepted solution]

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

[Bherron375]

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]

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