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New Member
posted Aug 21, 2022 12:08:30 PM

Where do I go to apply refund to next years taxes?

Where on 1040 do I request refund to next years taxes?

0 6 1084
6 Replies
Level 15
Aug 21, 2022 12:15:56 PM

To apply your federal refund to next year, enter it under

Federal Taxes Tab or Personal (Home & Business)

Other Tax Situations

Additional Tax Payments

Apply Refund to Next Year - Click the Start or Update button

 

For 2021 It will be on 1040 line 36.

Level 15
Aug 21, 2022 12:16:09 PM
Level 15
Aug 21, 2022 12:16:51 PM

For your federal tax return:  Other Tax Situations -> Additional Tax Payments -> Apply Refund to Next Year.

Level 15
Aug 21, 2022 3:43:10 PM

Screen shot....

 

Level 2
Mar 22, 2025 5:55:29 PM

Solved by Google search. TT gets worse every year and there was no way how to figure out how to apply refund to 2025 taxes. One alleged solved solution was to search for apply federal refund to next year but they have changed the search fearture so it does not answer the question but brings you back to this forum. I read on Reddit that you can go to form 1040 and line 36 (must go to forms and edit from there in TT) to put in the amount you wish to go toward 2025 tax. I absolutely refuse to spend $60 to ask some TT person about this. What a rip off.

Expert Alumni
Mar 23, 2025 6:54:45 AM

If you haven't filed your return yet, please follow these steps to apply your 2024 refund to your 2025 tax return:
 

  1. Sign in to TurboTax and open or continue your return.
  2. From the left panel, choose Federal and then Other Tax Situations
  3. Click the drop down menu next to Additional Tax Payments
  4. Select Start/Revisit next to Apply Refund to Next Year
  5. Remove the amount you originally selected to be applied and click Continue

@geripsych