The Payments section is used to enter certain payments that may affect your District of Columbia refund or balance due. Most withholding and payment information is automatically transferred from your federal return, but there are a few items that may need to be entered manually.
Payments Submitted with Extension
If you filed an extension for your District of Columbia return and made a payment with that extension, enter the amount paid in this field.
This payment is applied toward your DC tax liability and may reduce the amount you owe or increase your refund when the return is calculated.
Amount of State Refund Applied to Next Year
If you are receiving a District of Columbia refund, you may choose to apply all or part of that refund to next year's DC tax return instead of receiving the full amount as a refund.
Enter the amount of your refund that you would like applied to the following tax year.
Important: If your return shows a balance due, or if the amount entered is greater than your available refund, the amount will not be submitted to the District of Columbia. Be sure to calculate and verify your refund before entering an amount in this field.
Applying a refund to next year's return can be helpful for taxpayers who expect to owe taxes in the future or who want to get a head start on next year's tax payments.
Additional Information
- Only enter payments that have not already been included elsewhere on the return.
- Verify that any extension payment entered matches the amount actually submitted to the District of Columbia.
- Review your completed return to ensure all payments have been properly applied before filing.
- If you choose to apply part of your refund to next year, that amount will not be issued as part of your current year's refund.