Not sure what you did or think you did. But you cannot set up "automatic" estimated quarterly payments using the TT software. You either need to pay the quarterly estimated tax by mailing checks or money orders or by paying on the IRS and state tax web sites.
https://ttlc.intuit.com/questions/1901670-how-do-i-contact-my-state-department-of-revenue
Your only proof that you paid your tax will be your own bank or credit card records.
Yeah, I just can't remember exactly what I did where. Whether in TT or a website, but here is a snip from an confirmation email I received about the NYS one and it sure looks like it was from turbotax:
@mtiede Again---not possible. And there is no "snip" of an email attached to your post.
Look again, the snip was removed from my post because of "bad html", so I edited it, saved the snip and uploaded it instead of pasting it. I think it shows up now.
I'll have to find the fed and state websites to be sure, I guess, but the NYS one WAS paid.
I seem to recall that NY did allow setting up d.debit of the next year's quarterly estimates with the submission of the e-filed "NY" tax return thru TTx.
But that's only for the NY state quarterly estimates (California might too?...don't recall for sure on that one)
For Fed/IRS you have to do it separately form the tax return submission.
uh oh. I'm thinking maybe I was GOING TO set up the feds and never did. I fear I'm going to be paying a penalty now... That is what I get for doing my returns early. I forget what I did it was so long ago.
@mtiede Yeah, you have to set up those FEDeral quarterly estimates outside of TTX...other than perhaps printing out vouchers if you don't pay them Online separately at the IRS's DirectPay website.
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For NY, you should download a new PDF copy of your tax file, and check the NY Electronic filing instructions sheet...it should show what/when you had the NY payments set up for. Here's one printout I saw from back in 2017 for NY estimated payments (when pre-arranged properly, but only for the final two quarters):
I was JUST searching the NYS forms for estimated taxes and didn't discover that yet. But I think it must be there. I could have sworn I set up the feds too so that my wife wouldn't have to remember to send them in (she has always done that bit). But as I was going through the bank accounts today, I didn't notice a withdrawal for feds. I think I'm going to have to pay some penalties for late payment... bummer (although I saw that 1st quarter payment wasn't due until July 15 this year so maybe I'll get it figured out in time)
I found the PDF that I had already stored on disk and it does say the estimated taxes are scheduled to be paid as in your example. And the amount agrees with what was taken out. So NYS is safe. Now to find something about feds, I hope. Otherwise, I'll have to call them on Monday and see what to do about it... I hate this stuff...
You don't necessarily have to call the IRS. Not much they could do about it anyhow (if you can even get thru) ...just make a double/triple payment now and take what comes. Or, if you/spouse are getting W-2 income, increase your Federal tax withholding at your employers...and that may overcome any penalty being applied (W-2 Fed tax withholding is assumed to have been done evenly over the year...even when it isn't).
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Also, I haven't seen anywhere that 2022 2nd quarter estimates are delayed until 15 June...
July.
I'm pretty sure it was still June 15th 2022. (For 2020 estimates...2nd quarter was delayed until July 15th).
But maybe someone else knows better.
Did you find the federal 1040ES slips in the pdf? I think they are at the beginning. Did you mean The second one is due JUNE 15? Pay ghd second one now and increase it for the 1st missed one. You can just cross out the amount and write in a new amount. Or You can pay directly on the IRS website https://www.irs.gov/payments
Be sure to pick the right kind of payment and year.....2022 Estimate
The 1040ES quarterly estimates are due April 18 June 15, Sept 15 and Jan 17, 2023.
Here is IRS instructions. 2022 Due dates are on page 3 and of course on each 1040ES slip
Neither of us work anymore, so no W-2's involved. What I read, I'm pretty sure was for FIRST quarter of 2022 payments. At first I thought it was 2nd quarter, but I found that again when I was poking around and it definitely said FIRST payment (now I'll have to stumble on it again and find out if in fact it was for 2022 and not 2021, but I'm reasonably certain).
Scratch that. July 2021 last year was probably the tax due date for 2020 returns and maybe the first quarter 2021 estimate.
I found it:
2020 Extended Due Date of First Estimated Tax Payment
Pursuant to Notice 2020-18PDF, the due date for your first estimated tax payment was automatically postponed from April 15, 2020, to July 15, 2020. Likewise, pursuant to Notice 2020-23, the due date for your second estimated tax payment was automatically postponed from June 15, 2020, to July 15, 2020. Please refer to Publication 505, Tax Withholding and Estimated Tax PDF, for additional information.
So it was for 2020 and they fooled me. I guess I will just maybe set up a direct payment and double up on one if I can... Wish me luck 🙂
You can schedule future federal estimated tax payments using Direct Pay or EFTPS on the IRS web site, but you have to do it yourself. You cannot do it in TurboTax.
The two facilities have different advantages and disadvantages. With Direct Pay you can only schedule two payments in one day. If you want to schedule four payments you have to go back the next day to schedule the additional two payments. With EFTPS you have to enroll before you can schedule any payments.
@mtiede If you go to FORMS and look at the NYS Information Sheet you will see if you set up estimated taxes to be withdrawn. It is under part IX on the form.
You would not have been able to do this federally, you only could have had the taxes paid from your refund.
"For Federal estimated tax purposes: You may send estimated tax payments with Form 1040-ES by mail, or you can pay online, by phone or from your mobile device using the IRS2Go app.
Using the Electronic Federal Tax Payment System (EFTPS) is the easiest way for individuals as well as businesses to pay federal taxes."
Hope this was helpful.
@SteamTrain just saw the message.
@xmasbaby0 Yes for NYS and some states you can set them up directly in TT. I do it for my mom and sister every year. To confirm, they are set up it is on The information worksheet.
Yeah, I had a picture of the section of the NY "Information Worksheet" which showed the TTX section for NY quarterly estimates D.Debit setup (below, but not fully filled out yet)....but I didn't want to get into an involved handwaving discussion on how to get it to print out in the PDF file if the User happened to be using the "Online" software (Add a state...yadda yadda yadda, print with all woksheets).
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I like EFTPS too, but years ago, when I set it up, it took a month or so to get it setup initially, with snail-mailed confirmation PIN sent back to me....not sure what the registration procedure is now though...they might have streamlined it more.
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