I applied my 2019 taxes on a 2020 TurboTax form how can I change it without starting over?

Did you e-file it?

Did you click that big orange button that said “Transmit my return now?”

Or did you realize the mistake in time?

If you did e-file it---post back by clicking Reply.

If you did not e-file that incorrect return be glad that all you have to do is start over in the correct software instead of spending the next six months or more waiting for the amended return you would need to prepare and file.   You cannot use the 2019 return you prepared using 2020 software and it cannot be switched down to the right software ----you have to start over.

The current online program can only be used for a 2020 return--no other year.  And if you did not file a 2019 return you will have trouble e-filing 2020.  When it asks for your 2019 AGI try using zero.  If zero does not work then you have to print, sign and mail 2020.

Online preparation and e-filing for 2017, 2018 and 2019 is permanently closed.

To file a return for a prior tax year

If you need to prepare a return for 2017, 2018, or 2019 you can purchase and download desktop software to do it, then print, sign,  and mail the return(s)

https://turbotax.intuit.com/personal-taxes/past-years-products/

You may also want to explore purchasing the software from various retailers such as Amazon, Costco, Best Buy, Walmart, Sam’s, etc.

Remember to prepare your state return as well—if you live in a state that has a state income tax.

When you mail a tax return, you need to attach any documents showing tax withheld, such as your W-2’s or any 1099’s.  Use a mailing service that will track it, such as UPS or certified mail so you will know the IRS/state received the return.

Federal and state returns must be in separate envelopes and they are mailed to different addresses.  Read the mailing instructions that print with your tax return carefully so you mail them to the right addresses.

Note:  The desktop software you need to prepare the prior year return must be installed/downloaded to a full PC or Mac.  It cannot be used on a mobile device.

If you are getting a refund, there is not a penalty for filing past the deadline.  If you owe taxes, the interest/penalties will be calculated by the IRS based on how much you owe and when they receive your return and payment. The IRS will bill you for this; it will not be calculated by TurboTax.

If you have not filed your return already, you can simply go back and change it. Inside your return, search for this exact phrase: apply federal refund to next year and then select the Jump to link in the search results.

If you have already filed your 2020 tax return, you have plenty of time to reverse the situation. I have provided a link below that can assist you with changing it:

What if I chose to apply my federal refund to next year's taxes, filed, and later changed my mind?