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June 4, 2019
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How do I change from applying overpayment to next year to immediate refund?

  • June 4, 2019
  • 4 replies
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Best answer by TomK2023

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.


[Edited 4/05/17]

4 replies

woodfpeAuthor
June 4, 2019
AFTER having filed my return. Also, where s the "Federal Taxes" tab?
June 4, 2019
Your clarification does change my answer.  Please see my edited update below.  I hope it is helpful.
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June 4, 2019
How does this apply to state tax?
TomK2023Answer
June 4, 2019

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.


[Edited 4/05/17]
**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
June 11, 2019
We’re you able to change it, and how long did it take you get your return?