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posted Apr 22, 2024 7:03:39 PM

Incorrect Payment Category for Tax Extension Help

 I used TurboTax to file for a tax extension and chose IRS Direct Pay for the payment. I selected the wrong payment category—instead of marking it as an "extension", I chose "payment due" to pay for my 1040 in the "Reason for Payment" section in IRS direct pay. TurboTax notified me a few days later that my extension was accepted and my bank has confirmed that the payment has already gone through, but I'm concerned about the misclassification of the payment.
 
I have a couple of questions:
  1. What should I do to resolve it?
  2. How should I address this in my tax return? I am worried that the IRS won't automatically apply my payment to my extension and in 1040 schedule 3, where should I enter the amount I've paid?
 

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1 Replies
Expert Alumni
Apr 23, 2024 5:57:33 AM

This shouldn't cause any issue. You do not need to do anything at this point and you will file your return with the extension payment included.