How do I change my tax refund option from receiving a check to applying it to next year's estimated tax?

Forum|Forum|4 years ago
March 13, 2022
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I completed my 2021 federal and state tax returns using TurboTax Premier. I specified that I wanted mailed checks for both the federal and state refunds I have coming. I completed both tax returns but I have NOT yet filed either one. I would like to change my refund option so that my refund for both federal and state is credited toward my 2022 estimated tax payments. I don't see where I do this. I appear to be able to change the refunds from mailed check to direct deposit, but I see no option for applying the refunds to next year's tax. Can someone help? Thanks.

Best answer by DoninGA

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

DoninGAAnswer

Employee

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