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tara91c08
New Member

It says I have an overpayment. I put "apply to next year" but I want to alter this. But, now that prompt isn't coming up. Where can I find this prompt?

 
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2 Replies
TiffanyL
Expert Alumni

It says I have an overpayment. I put "apply to next year" but I want to alter this. But, now that prompt isn't coming up. Where can I find this prompt?

As long as you have not e-filed already, you should be able to use the steps provided below to search for "apply to next year" to make the changes needed:

 

  • Use the Search tool located in the upper right-hand corner of your screen.  For example, if you were needing to enter a 1099-R, you would enter 1099R in the search bar.  If you see "Jump to" in the search results, click on it and follow the on-screen instructions.
  • You can try clicking on Tax Tools and then click on Tools.
  • The Tools Center popup will display.  Here you will have two options (Topic Search or Topic List).  In Topic Search you will have to enter a keyword to search for, and in Topic List you can select a section of your return you would like to revisit.
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It says I have an overpayment. I put "apply to next year" but I want to alter this. But, now that prompt isn't coming up. Where can I find this prompt?

To change the entry you made to apply your Federal refund to next year

Federal Taxes Tab or Personal (H&B version)

Other Tax Situations

Additional Tax Payments

Apply Refund to Next Year - Click the Start or Update button and answer NO or delete the amount.

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