Illinois State Tax Return on Turbo Tax for 2025

[DAJ2500]

I  Have  been  filing  my  Fed  and  State of  Illinois  Tax  return  on  Turbo tax  for  years.   Normally  if  you  have  a  Refund  you  can  Elect  Not  to  Receive  it  but  rather  APPLY   that  Refund  amount  to  Next  Year  taxes  due.   Well  this  year  in  2025  there  was  NO  Place  I  could  find  on  TurboTax  for Illinois   to  do  this--ie.  to  Apply  the  refund  to  next  year.   (  This  option  was  there  for  Federal  but  Not  for  State of  Illinois  return  this  year  in  2025)     Its  helpful  sometimes  to  use  this  method  because  then  you  can  just  send  in  less  for  your  first  estimated  tax  for  2026  and  you  do not  even  need  to  wait  for  or  apply  for  the  refund.          I  was  just  wondering  WHY  TurboTax  did  not  offer  that  option  this  year  in  2025 for  State of Illinois.   (  I  checked  with  the  State  of  Illinois  on  their  tax  forms  and  they  still  allow  this  method--so  its  NOT  them  that  made  any  change.)    Is  there  Anyone  from  Turbo Tax  who  could  look  into  this    issue.      Thanks

[Mike9241]

I use desktop so hope this works. More hoops than a circus to jump through

1. open the state tab and see if there's a link for estimated tax payments - if so, click on it. If not you'll need support
2. on next page select estimated tax payments for next year
3. yes you want to pay estimated taxes
4. yes you'll be an illinois resident
5. leave amounts and exemptions blank unless you really want TurboTax to generate estimates for 2026
6. continue until you reach the payment option page
7. Select any except "no estimates" and continue
8. the next page should say "apply overpayment" 
9. i would select "apply a specific amount" continue 
10. enter the amount, and you're done

[bettyglover]

I tried Mike9241's methodology which did not work today 2/28/26. His suggestion follows this question.  I was able to complete step 7, but instead of getting to a page for identifying an overpayment to be applied.  I was taken back to A few things before we wrap of your state taxes page.  It appears as though you want Turbotax preparers to send in paper forms to apply an overpayment rather than submit state returns online.

Mike9241

Level 15

 

I use desktop so hope this works. More hoops than a circus to jump through

1. open the state tab and see if there's a link for estimated tax payments - if so, click on it. If not you'll need support
2. on next page select estimated tax payments for next year
3. yes you want to pay estimated taxes
4. yes you'll be an illinois resident
5. leave amounts and exemptions blank unless you really want TurboTax to generate estimates for 2026
6. continue until you reach the payment option page
7. Select any except "no estimates" and continue
8. the next page should say "apply overpayment" 
9. i would select "apply a specific amount" continue 
10. enter the amount, and you're done

Thursday

[bettyglover]

I forgot to add that I am using the online version rather than desktop.

[bettyglover]

Turbo Tax state e-filing fees are set to increase in March.  Perhaps tomorrow the issue will be corrected.