How do I unselect applying State overpayment to next year?

Forum|Forum|1 year ago
April 5, 2025
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LenaH

What state return are you working on so we can assist you further?

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AODZAuthor

The state is AZ.

The issue: I can't find where to undo the application of AZ overpayment to 2025 taxes. After 3 tries and going back and forth, there is no way for me to unselect this option after answering "No" multiple times.

MonikaK1

If you go back through all of the Arizona questions near the end of the State return again, even if you already chose to apply your overpayment to 2025, the question should still come up in case you want to change it. See screenshot below:

If you still don't see it, you could choose to delete the Arizona return and complete it again.

It happens sometimes, when a taxpayer designates a refund to be applied to the following year, that the entire amount doesn't come over to the next year - either because the IRS made a change to the return, or the IRS or another government agency took part of the refund to pay another debt, or the taxpayer amends the return. It's often safer to cover your estimated taxes either by withholding or quarterly estimated payments.

Please see this help article for more information about applying your refund to next year's taxes.

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