ILLMAS Posted September 22, 2020 Report Share Posted September 22, 2020 I will be finalizing an individual tax return for 2017, 2018 & 2019 this week, TP has a refund in 2017 and 2018, is this the correct way of applying the refund to 2019? 2017: request refund to be applied to 2018 2018: add 2017 + 2018 refund and request to be applied 2019 Or just let the IRS apply the refund to the 2019 balance? Thanks Quote Link to comment Share on other sites More sharing options...
Max W Posted September 23, 2020 Report Share Posted September 23, 2020 Just follow the sequence you suggest There is no way to request that the refund be applied to a different year than the following year. Frankly, if you do nothing, the IRS will take care of it, but I would want to double check. 1 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.