{"id":41743,"date":"2019-01-28T09:52:32","date_gmt":"2019-01-28T15:52:32","guid":{"rendered":"https:\/\/www.hrblock.com\/tax-center\/?p=41743"},"modified":"2021-07-19T16:51:26","modified_gmt":"2021-07-19T21:51:26","slug":"apply-refund-next-year","status":"publish","type":"post","link":"https:\/\/www.hrblock.com\/tax-center\/irs\/refunds-and-payments\/apply-refund-next-year\/","title":{"rendered":"Want to Apply Your Tax Refund to Next Year\u2019s Estimated Tax? It\u2019s Possible"},"content":{"rendered":"

Expecting a refund and want to get ahead on your future taxes? While most taxpayers receive their refund in cash, you\u2019re not required to go this route.  Instead, you can apply your tax refund to next year\u2019s estimated taxes<\/a>.<\/p>\n

If you do choose to apply your refund to next year\u2019s taxes, the refund amount will apply to the first estimated payment until all of the refund has been used.  Using your tax refund this way might help you reduce the burden of setting aside money to pay your estimated taxes.<\/p>\n

Not sure you want to use all of this year\u2019s refund for your estimated taxes?  You can always choose to partially apply your refund to next year.<\/p>\n

How Do I Know If I Applied Part of 2024\u2019s Refund to My 2025 Taxes?<\/span><\/h2>\n

Not sure if you applied last year\u2019s tax refund to this year\u2019s taxes? We can help. Use the instructions below to find out if you applied your refund to the next year (this year) and how you should report the amount when you do your current taxes.<\/p>\n

Look at your 2024 federal return to see:<\/p>\n

    \n
  • If you had an overpayment (refund) that was applied to this year’s estimated payments<\/li>\n
  • How much, if any, that amount was<\/li>\n<\/ul>\n

    Report the amount on your 2025 Form 1040, Schedule 5, line 66. Don’t include in the amount:<\/p>\n

      \n
    • Any overpayment you received as a refund<\/li>\n
    • Any balance due from last year’s return that you paid in 2025<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Expecting a refund and want to get ahead on your future taxes? While most taxpayers receive their refund in cash, you\u2019re not required to go this route.  Instead, you can apply your tax refund to next year\u2019s estimated taxes. If you do choose to apply your refund to next year\u2019s taxes, the refund amount will […]<\/p>\n","protected":false},"author":658,"featured_media":43764,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,52],"tags":[],"class_list":["post-41743","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-irs","category-refunds-and-payments"],"acf":[],"yoast_head":"Apply My Tax Refund to Next Year\u2019s Taxes | H&R Block<\/title>\n<meta name=\"description\" content=\"Find out from the team at H&R Block if you can apply your tax refund to next year\u2019s estimated taxes and how to check if you did this last year.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hrblock.com\/tax-center\/irs\/refunds-and-payments\/apply-refund-next-year\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Want to Apply Your Tax Refund to Next Year\u2019s Estimated Tax? It\u2019s Possible\" \/>\n<meta property=\"og:description\" content=\"Find out from the team at H&R Block if you can apply your tax refund to next year\u2019s estimated taxes and how to check if you did this last year.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.hrblock.com\/tax-center\/irs\/refunds-and-payments\/apply-refund-next-year\/\" \/>\n<meta property=\"og:site_name\" content=\"H&R Block\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hrblock\" \/>\n<meta property=\"article:published_time\" content=\"2019-01-28T15:52:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-07-19T21:51:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.hrblock.com\/tax-center\/wp-content\/uploads\/2019\/01\/Want-to-Apply-Your-Tax-Refund-to-Next-Year\u2019s-Estimated-Tax-It\u2019s-Possible-1080x675.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1080\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sarah Henry\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@hrblock\" \/>\n<meta name=\"twitter:site\" content=\"@hrblock\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sarah Henry\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/resource-center.hrblock.com\\\/irs\\\/refunds-and-payments\\\/apply-refund-next-year\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/resource-center.hrblock.com\\\/irs\\\/refunds-and-payments\\\/apply-refund-next-year\\\/\"},\"author\":{\"name\":\"Sarah Henry\",\"@id\":\"https:\\\/\\\/resource-center.hrblock.com\\\/#\\\/schema\\\/person\\\/f77f8125fce30e3d8052fab17e899c3f\"},\"headline\":\"Want to Apply Your Tax Refund to Next Year\u2019s Estimated Tax? 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