You can apply some or all of your2023 tax refund to next year's taxes. When you come back to file your taxes in 2025, the amount you applied will show up as a credit.
Tip: If you pay quarterly estimated taxes, apply a portion of your refund to next year's first-quarter estimated tax payment, which is due April 18. This can help prevent underpayment penalties on next year's return.
Select your product and follow the instructions.
TurboTax Online and TurboTax Desktop
Note: If your TurboTax navigation looks different from what’s described here, learn more.
- Sign in to your TurboTax account.
- Open or continue to your return, if you don't already have it open.
- Select Search, enter apply federal refund to next year and select Jump to apply federal refund to next year.
- Or go to Other Tax Situations, and select Start next to Apply Refund to Next Year under Additional Tax Payments.
- Follow the instructions on the Apply Refund to 2024 Taxes screen.
TurboTax mobile app
Note: If your TurboTax navigation looks different from what’s described here, learn more.
- Sign in to your TurboTax account.
- Open or continue to your return, if you don't already have it open.
- Under Federal Taxes, tap Other Tax Situations.
- Tap Additional Tax Payments, and Apply Refund to Next Year.
- Select the first option (apply all or part of it) when asked how you want us to handle your 2023 refund and swipe right to continue.
- Enter the amount you want to apply and continue.
