Replying to this thread since there was some helpful information for a situation I found myself in. For background, I owed ~$4000 this year (2024) and prepared my taxes with Turbotax. Not realizing I had already set an auto payment date from my bank account for this owed taxes through Turbotax, I paid using the PayUSATax website for the amount owed. Several days later, my bank account was also debited from the auto payment through TurboTax for the same amount of another $4000. That is essentially a full month's take-home pay for me which was not ideal. I called the IRS using the prompts that someone above posted:
"To call the IRS:IRS: 800-829-1040 hours 7 AM - 7 PM local time Mon-Fri
Listen to each menu before making the selection.
First choose your language. Press 1 for English.
Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.
Instead, press 2 for "personal income tax".
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions." It should then transfer you to an agent.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**"
Note: some of the later prompts have changed but basically if you stay on the line long enough you can talk to an agent. If you call later in the day, the wait times may be so long that the system won't even put you in the queue and tell you to call back another time. I recommend calling as early in the morning as possible.
I thought that my money would be automatically sent back to me. I was wrong. More or less, after a month of not receiving any correspondence from the IRS, I called in to speak with an agent about the double payment. They had several ID verification items, as well as wanted to know the accounts from which the payments were made which they made me verify the account numbers and the dates of the transactions, etc. They could see on their end that I had paid twice for my accepted return but was not able to instantly issue the money back to me. The agent was nice, but all they could tell me was "if you don't receive a refund in the mail or hear from us in 4-6 weeks give us a call back". My first call to them was in mid-May 2024. I didn't hear anything back or receive a refund so I called again at the end of June 2024. Ironically, they had issued my refund the day before I called the second time and was in the mail. I received a check a couple days later. Bonus, they even paid me interest on my overpayment even though it was my error :). However, for the added headache and stress I would not do again.
All in all it took about 2.5 months to get my money back after the second double payment. I'd recommend calling ASAP to verify your ID and make sure the IRS can see your overpayment and is planning on issuing your money back. They did not give me an option to wire or electronically transfer the payment back to my account and I received a physical check the mail. Hope this helps if anyone ends up in a similar situation as myself.
Also Intuit team (Turbotax), I recommend making it more apparent and easier for scheduled payments to be seen on the user interface for you product after you file. I paid twice because once it was scheduled it's not very easy to tell that it has been done in the current user interface system.
