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Level 2
Mar 25, 2021 5:34 PM UTC
Question

refund

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

    5 replies

    Alumni - Intuit
    Mar 25, 2021 5:46 PM UTC

    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
    Mar 25, 2021 6:04 PM UTC

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

    Level 2
    Mar 25, 2021 5:50 PM UTC

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

    Level 2
    Mar 25, 2021 6:17 PM UTC

    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.