Tax Refund Carryforward Request Form

Tax Refund Carryforward Request Form
Use this form to request that your tax refund overpayment be carried forward to a future tax period.
Full Name
First NameLast Name
Business or Organization Name (if applicable)
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Mailing Address
Street Address
Street Address Line 2
CityState / ProvincePostal / Zip Code
Tax Period for Carryforward (e.g., 2025)
Amount of Overpayment to Carry Forward
Reason for Carryforward Request
Supporting Document Upload (optional)
Cancelof
Preferred Future Tax Period to Apply Overpayment
Should be Empty: