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Level 2
March 25, 2021
Question

refund

  • March 25, 2021
  • 2 replies
  • 2 views

how can  I apply 2020 federal and california refunds to 2021 taxes?

    2 replies

    Level 15
    March 25, 2021

    As you through the Filing interview, TurboTax will ask you what you want to do with your refunds--first the federal and then the state.  Indicate on the Refund screen that you want to apply the refunds to next year's taxes.

    Level 2
    March 25, 2021

    That screen never opened, is there a work-around?

    Level 2
    March 25, 2021

    After entering info for both returns, the Deluxe program will ask if you want to apply your refund to your 2021 taxes.

    Level 2
    March 25, 2021

    In the search window on the top right (in Deluxe), key in "1040-ES", then click on "jump to 1040-ES. Answer "no" to changing W-4 withholdings, then the next screen will ask about making estimated payments.