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Returning Member
posted Mar 25, 2021 10:34:48 AM

refund

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

0 5 532
5 Replies
Expert Alumni
Mar 25, 2021 10:46:24 AM

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 1
Mar 25, 2021 10:50:46 AM

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

Returning Member
Mar 25, 2021 11:04:24 AM

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

Returning Member
Mar 25, 2021 11:06:53 AM

unfortunately that screen didn't open. is there a back door to get to it?

Thanks,

Bruce 

Level 1
Mar 25, 2021 11:17:13 AM

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.