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New Member
posted Mar 13, 2021 11:18:55 AM

Where do I go in Turbo Tax to request my refund be applied to next year's tax liability?

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2 Replies
Level 15
Mar 13, 2021 11:23:37 AM

To add, change or delete a current year federal tax refund to next year's taxes before you file your tax return -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Other Tax Situations
  • Under Additional Tax Payments
  • On Apply Refund to Next Year, click on the start or update button

Or enter apply federal refund to next year in the Search box located in the upper right of the program screen. Click on Jump to apply federal refund to next year


The amount applied to next years taxes will be shown on Form 1040 Line 36

Level 3
Mar 13, 2021 11:28:50 AM

You'll find it under "other tax situations". Click on "personal" and you should see it as an option.