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February 18, 2022
Question

Correction

  • February 18, 2022
  • 1 reply
  • 0 views

I accidentally chose to apply my overpayment to 2022 taxes. How can I change that to an automatic refund?

    1 reply

    February 19, 2022

    Please review the information provided by @TomK2023 below. You can find the original thread here.

     

    IF you filed and return is pending, please wait... if it is rejected, use steps below to change:

    To change Overpayment option:

    • Log back in to your return (if not already there).
    • Click on Orange box 'Take me to my return' (if shown).
    • Click Federal Taxes tab.
    • Click Other Tax situations tab.
    • Select Apply Refund to next year and make your change.
    • Delete the amount of refund that is in the box to apply to next year's taxes.


    IF the return is accepted:

    You have plenty of time to reverse the situation.

    First, wait about a week after you've received confirmation that your e-filed return was accepted (or 2-3 weeks after mailing, if you paper-filed).

    Then, visit or call your local IRS office (fastest) or call the IRS at 1-800-829-1040 to explain that you want your applied refund transferred back to the current tax year.

    You'll get your check refund in approximately 3-4 weeks. Electronic deposit is not available in these cases.

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