turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

The refund options don't give the option to apply refund to estimated taxes. how do i doe that?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions
MinhT1
Employee Tax Expert

The refund options don't give the option to apply refund to estimated taxes. how do i doe that?

You can apply your 2025 tax refund to next year's tax by following these steps:

 

  1. In TurboTax Online, open your tax return
  2. Click on Federal in the left-hand column, then Other Tax Situations
  3. Continue until you arrive at the page titled Do any of these uncommon situations apply to you?
  4. On the question Do you want to apply your refund to next year's return?  Click on Yes, we want to
  5. On the Uncommon tax situations page, click Start next to Apply refund to next year
  6. You can then enter the amount of this year's refund to apply to net year's taxes
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

3 Replies
MinhT1
Employee Tax Expert

The refund options don't give the option to apply refund to estimated taxes. how do i doe that?

You can apply your 2025 tax refund to next year's tax by following these steps:

 

  1. In TurboTax Online, open your tax return
  2. Click on Federal in the left-hand column, then Other Tax Situations
  3. Continue until you arrive at the page titled Do any of these uncommon situations apply to you?
  4. On the question Do you want to apply your refund to next year's return?  Click on Yes, we want to
  5. On the Uncommon tax situations page, click Start next to Apply refund to next year
  6. You can then enter the amount of this year's refund to apply to net year's taxes
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

The refund options don't give the option to apply refund to estimated taxes. how do i doe that?

Thanks!  Is there a similar way to get the North Carolina refund applied to NC estimated tax?  I didn't see it off hand.

LaShaunA3
Employee Tax Expert

The refund options don't give the option to apply refund to estimated taxes. how do i doe that?

Yes, you can apply your NC state refund to NC estimated taxes.

 

 

  1. Log in to your account.
  2. Select State Taxes. 
  3. Revisit NC return, continue until you get to the screen Additional Tax Situations
  4. Scroll down to Prepare Estimated Tax Vouchers 

 

Here you can set up estimated tax payments for the following tax year. Once you complete that section, it'll ask if you want to apply an overpayment for this year to next year's estimated taxes. 


 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question