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Apply Refund to Next Year Federal or State
1
Federal
To apply a federal refund to next year's estimated taxes, follow the steps below. 

Online
Dashboard
  1. From within your TaxAct return, click Taxes & Miscellaneous. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection. 
  2. Click the Other Return Info drop-down. 
  3. Click Add beside 20YY Estimated Tax Payments. 
  4. During the interview, select one of the following on the Federal 20YY Estimated Tax – Overpayment screen. 
    • Do not apply to 20YY - Refund entire overpayment
    • Apply to the first payment only
    • Apply overpayment up to the amount of your 20YY estimated tax
    • Apply specific amount towards 20YY tax liability
  5. Click Continue and complete the rest of the interview process. 
Classic
  1. From within your TaxAct return, click Federal. 
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Miscellaneous Topics drop-down, then click Apply overpayment towards 20YY tax liability.
  3. Complete the rest of the interview process. 
Desktop
  1. From within your TaxAct return, click Federal. 
  2. Click the Miscellaneous Topics drop-down, then click Apply overpayment towards 20YY tax liability.
  3. Complete the rest of the interview process. 
State
If you want to apply a State refund to next year's estimated taxes, you would do that by going to the State Q&A Topics section of the interview (the instructions below are general as some state menus will vary): 
  1. From within your TaxAct return, click State, then click the state.
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click 20YY Estimated Tax Payments and follow the interview process. 
    • For some states you will have the option here to click Apply Refund and be taken directly to the screen to enter the amount.
Note: If your return currently reflects a state refund amount, you can click Continue to advance to the screen where you can select the option and enter the amount of the current year's State refund that you wish to apply to the following year's return.

Once either of these instructions are completed, you will see that the Federal and/or State refund amount in the top of the screen has been reduced to or is now zero, depending on the amount you chose to apply to next year's return.

YY stands for the tax year being edited.