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Employee
June 4, 2019
Solved

For state tax purpose, how can I apply overpaied tax to next year? I know how to to do it for federal tax, howeever, I cannot figure out for NY state tax.

  • June 4, 2019
  • 1 reply
  • 0 views
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Best answer by AnthonyC

For the NY program, it is found in the section for 2018 estimates -

  • Log back into your account and start your state return
  • If you have already been through the state return once, you should land back on the main summary page for NY that says "You just Finished your New York Return"
  • Scroll down to Other Forms and Voluntary Contributions
  • Select update next to Other Forms
  • This should open up a new menu entitled Additional Tax Situations - Other Forms You May Need
  • Select start next to Review the Estimates Calculated for 2018 (Form IT-2105)
  • The first question should by Apply Overpayment to Next Year?
  • You can select yes and proceed 

1 reply

AnthonyCAnswer
Employee
June 4, 2019

For the NY program, it is found in the section for 2018 estimates -

  • Log back into your account and start your state return
  • If you have already been through the state return once, you should land back on the main summary page for NY that says "You just Finished your New York Return"
  • Scroll down to Other Forms and Voluntary Contributions
  • Select update next to Other Forms
  • This should open up a new menu entitled Additional Tax Situations - Other Forms You May Need
  • Select start next to Review the Estimates Calculated for 2018 (Form IT-2105)
  • The first question should by Apply Overpayment to Next Year?
  • You can select yes and proceed