Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Jan 18, 2020 6:04:50 PM

CP22A Payment - How to adjust Turbo Tax?

The IRS sent me a CP22A notice stating that I owed a small amount of money in 2018.  I am starting my 2019 filing and need to take this extra payment into account when importing last year's tax information. Is there any way to enter this additional payment information in TurboTax 2019? 

0 6 1457
6 Replies
Level 15
Jan 18, 2020 6:33:12 PM

Ok ... if you made a federal 2018 bal due payment in 2019 then the ONLY place it MAY be reported is in your state's interview if your state requires this info.  

Returning Member
Jan 18, 2020 6:53:25 PM

When I import my old tax forms from 2018, the 2019 version of TurboTax still shows that I still owe the difference.  I start out 2019 with a negative balance on my federal taxes. This is before I enter any W2 information or other income. 

 

There must be way to go back to 2018 and create an adjustment, or mark the balance on the 2019 forms as paid.

Level 15
Jan 18, 2020 6:58:37 PM

Ok ... there is no reason to make that correction ... the bottom line on the 2018 return is what it is and  paying it would not change that fact. 

 

For instance, on your Dec 2018 phone bill they send you ... it has a balance due on it.  That  bill will never show it was paid but it will show paid on the next bill in Jan 2019  which is like showing the 2018 payment on the 2019 return ... but in the case of a fed balance due it will only show on the state return IF the state requires it and most do not.  

Level 15
Jan 18, 2020 7:01:41 PM

What happened for 2018 tax due doesn't matter for 2019.  Unless they changed something that would affect a Capital Loss carryover.  You are not starting out negative.  Each year is completely separate.  How or where does 2019 show you owe the difference?  

Returning Member
Jan 18, 2020 7:28:17 PM

I do have capital loss and other carryovers, maybe that's effecting the total.

 

As soon as I import my 2018 tax return, the "Federal Tax Due" listed is the exact amount that I paid the IRS on the CP22A bill they sent in September.  Which makes it seem like the payment is not being taken into account on this year's taxes.

 

I've also tried making 2 different Turbo Tax return files. One with my imported data from 2018, and my W2 return. Plus, another file with just my current W2. Between the 2 returns, there is again difference in the exact amount listed on my CP22A form. 

 

 

Level 15
Jan 19, 2020 6:39:47 AM

What you describe makes no sense ... 

Contact TurboTax support and speak directly with a TurboTax support agent concerning this situation.

See this TurboTax support FAQ for a contact link and hours of operation -https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number