Turbo Tax (desktop version) does not transfer the amount paid with an extension to the tax form, have to do it manually in the form. Looking around this "support" site, I found this has been an issue since 2018 at least. When is Turbo Tax going to correct this?
After an hour+ of trying to find a place to ask this question, this seemed as good a place as any. Have to add, not having a way to contact Turbo Tax other than this method seems a bit odd. Might explain why the issue in question hasn't been resolved in at least 4 years....
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If you used the TurboTax Easy Extension to electronically file the extension request, Form 4868, and make the tax payment with the request, the payment should already entered on your tax return. Provided you used the same user ID for the 2021 online tax return as was used for the Easy Extension. You can check to see if the amount is on your tax return by clicking on Tax Tools on the left side of the screen. Then click on Tools. Click on View Tax Summary. Then click on Preview my 1040.
The federal extension payment will be shown on Schedule 3 Line 10. The amount from Schedule 3 Part II Line 15 flows to Form 1040 Line 31
To enter, change or delete a payment made with an extension request (Federal, State, Local) -
On the next screen select the type of extension payment made and click on the start or update button
Or enter federal extension payment in the Search box located in the upper right of the program screen. Click on Jump to federal extension payment
If Turbo Tax would have had that option, I would have used it. Had to print and file the extension and mail with a check. There should be no difference in how the software handles putting numbers where they belong on the forms when it has the numbers.
The dollar amount was in Turbo Tax in the box asking what was paid with the extension, but doesn't get entered on the form itself. That's the problem. Turbo Tax had the figure, but there is a software error that doesn't transfer it to the actual document that gets sent to the IRS; that's an important step in the process. I found the same question being asked over 4 years ago. Fortunately someone's response reminded me to go look at the form itself and make a manual entry. The point is, we use Turbo Tax to simplify the filing of our taxes, not make it more difficult.
I've been doing taxes for myself and a couple others over 40 years. I've used Turbo Tax for well over 20. Software has glitches, it's the nature of it, especially when it's doing complex duties with constantly changing parameters. People who write software need to have these glitches pointed out when they occur so they can be corrected. Turbo Tax doesn't seem to have any process to have this information sent to them-that's a glitch in their process that should be corrected.
Btw, I mentioned in my post that I was using a desktop version, not the online version. But perhaps what you wrote will help someone who does use the online version. Thank you for the time you took for the response.
Extension payments are in the Desktop program. Same place as the online version. If you have the Home & Business program go to
Personal
Deductions and Credits
Then scroll way down to Estimates and Other Taxes Paid
Other Income Taxes - Click the Start or Update button
Next page second section Payments with Extension
Either Visit All or Click Start or Update by the extension you paid
For 2021 Federal Extension payments should be on schedule 3 line 10. And go to 1040 line 31.
Where do you get stuck?
Did everything you laid out, 4 or 5 times. The number went in where the question wanted it. Unfortunately, there is a software error that doesn't enter that number on the actual form. I had to open the forms and manually enter the number. The software should have done that. It is the purpose of the Q&A aspect of the software to take our answers and put the numbers we give onto the forms working in the background; that isn't happening in this Q&A user input box-an error in the software.
I appreciate the response, but Turbo Tax is what is stuck, not me. They need to correct errors in the program when they occur once they know there is a problem. This post was an attempt to get that error in their software to their debug techs. If anybody knows how to accomplish that, I'm all ears. As filing extensions is an annual event by a lot of users, one would hope they have an interest in fixing their software error.
Thanks for the response, it will be helpful to someone as this seems to be a long term error TT hasn't decided it's worth their time to fix.
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