How do I change from applying overpayment to next year to immediate refund?

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How do I change from applying overpayment to next year to immediate refund?

IF you filed and return is pending, please wait. if it is rejected, use steps below to change:

To change Overpayment option:

You have plenty of time to reverse the situation.

First, wait about a week after you've received confirmation that your e-filed return was accepted (or 2-3 weeks after mailing, if you paper-filed).

Then, visit or call your local IRS office (fastest) or call the IRS at 1-800-829-1040 to explain that you want your applied refund transferred back to the current tax year.

You'll get your check refund in approximately 3-4 weeks. Electronic deposit is not available in these cases.

‎June 4, 2019 1:12 PM

How do I change from applying overpayment to next year to immediate refund?

Only the IRS can make that change for you once you successfully filed the return .

IF you filed and return is pending, please wait. if it is rejected, use steps below to change:

To change Overpayment option:


IF the return is accepted:

You have plenty of time to reverse the situation.

First, wait about a week after you've received confirmation that your e-filed return was accepted (or 2-3 weeks after mailing, if you paper-filed).

Then, visit or call your local IRS office (fastest) or call the IRS at 1-800-829-1040 to explain that you want your applied refund transferred back to the current tax year.

You'll get your check refund in approximately 3-4 weeks. Electronic deposit is not available in these cases.

‎October 6, 2023 6:14 AM 11 Replies New Member

How do I change from applying overpayment to next year to immediate refund?

AFTER having filed my return. Also, where s the "Federal Taxes" tab? ‎June 4, 2019 1:12 PM Expert Alumni

How do I change from applying overpayment to next year to immediate refund?

Your clarification does change my answer. Please see my edited update below. I hope it is helpful. ‎June 4, 2019 1:12 PM New Member

How do I change from applying overpayment to next year to immediate refund?

How does this apply to state tax? ‎June 4, 2019 1:12 PM Expert Alumni

How do I change from applying overpayment to next year to immediate refund?

IF you filed and return is pending, please wait. if it is rejected, use steps below to change:

To change Overpayment option:

You have plenty of time to reverse the situation.

First, wait about a week after you've received confirmation that your e-filed return was accepted (or 2-3 weeks after mailing, if you paper-filed).

Then, visit or call your local IRS office (fastest) or call the IRS at 1-800-829-1040 to explain that you want your applied refund transferred back to the current tax year.

You'll get your check refund in approximately 3-4 weeks. Electronic deposit is not available in these cases.

‎June 4, 2019 1:12 PM New Member

How do I change from applying overpayment to next year to immediate refund?

We’re you able to change it, and how long did it take you get your return? ‎June 11, 2019 9:28 AM New Member

How do I change from applying overpayment to next year to immediate refund?

I wanted to thank you for sound advise regarding changing a refund from apply to next year to please refund now..

‎October 15, 2020 9:08 PM New Member

How do I change from applying overpayment to next year to immediate refund?

Hello, my return was electronically filed and accepted May 10. I inadvertently had my refund applied to next year's estimated taxes. I am doing research re having a refund issued now instead. I called the IRS and was told that the agent had never heard of having a credit changed to a refund check and was not able to assist me. My question is, should I do an amended tax return with Form 1040-X to change election to refund? Thank you for your assistance.

‎June 4, 2021 8:48 AM New Member

How do I change from applying overpayment to next year to immediate refund?

Just going over instructions for Form 1040-X, the language for line 23 reads, "You can't change your election to apply part or all of the overpayment on Line 21 to next year's estimated tax."

‎June 4, 2021 9:41 AM

How do I change from applying overpayment to next year to immediate refund?

‎June 4, 2021 10:56 AM

How do I change from applying overpayment to next year to immediate refund?

My initial research has not been successful in finding a way to reduce the amount that I applied to 2023 taxes from my 2022 refund. I have been told 1040X will not allow this change. Anyone have a solution?

‎October 6, 2023 5:44 AM

How do I change from applying overpayment to next year to immediate refund?

Only the IRS can make that change for you once you successfully filed the return .

IF you filed and return is pending, please wait. if it is rejected, use steps below to change:

To change Overpayment option:


IF the return is accepted:

You have plenty of time to reverse the situation.

First, wait about a week after you've received confirmation that your e-filed return was accepted (or 2-3 weeks after mailing, if you paper-filed).

Then, visit or call your local IRS office (fastest) or call the IRS at 1-800-829-1040 to explain that you want your applied refund transferred back to the current tax year.

You'll get your check refund in approximately 3-4 weeks. Electronic deposit is not available in these cases.