How to enter into TurboTax an IRS Direct Pay payment already made?

Forum|Forum|6 years ago
March 13, 2020
2 replies
27 views

This month I used IRS Direct Pay to make a tax payment for 2019. I gave as a reason for payment "Tax Return or Notice".

I haven't yet filed my TurboTax-based return for 2019. I don't want an extension. I'd like to enter into TurboTax this tax payment, but I don't see how to do so. I see the "Tax Payments Worksheet", but I don't see where to put it. It wasn't withheld. I don't see a row that makes sense in "Tax Payments Other Than Withholding".

Perhaps I should list it as an extra (fifth) estimated tax payment for 2019?

Best answer by VictoriaD75

Follow these instructions to enter a payment made in 2020 for tax year 2019.

From the Federal menu, choose Deductions & Credits
Expand the menu for Estimates and Other Taxes Paid
Click Start/Revisit next to Estimated Tax Payments
Click Start/Revisit next to Federal estimated taxes for 2019
Answer Yes on the following screen, Did you pay federal estimated taxes for 2019?
Enter any estimated federal tax payments you made for 2019. Change the dates paid if necessary.

VictoriaD75Answer

Level 12

Follow these instructions to enter a payment made in 2020 for tax year 2019.

From the Federal menu, choose Deductions & Credits
Expand the menu for Estimates and Other Taxes Paid
Click Start/Revisit next to Estimated Tax Payments
Click Start/Revisit next to Federal estimated taxes for 2019
Answer Yes on the following screen, Did you pay federal estimated taxes for 2019?
Enter any estimated federal tax payments you made for 2019. Change the dates paid if necessary.

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gpeng63

Level 2

Hi VictoriaD75

I used IRS Direct Pay to make a tax payment for 2020. I gave as a reason for payment "balance due".

I haven't yet filed my TurboTax-based return for 2020.

Can you please advise?

I really appreciated

gpeng63

Level 2

I used IRS Direct Pay to make a tax payment for 2020. I gave as a reason for payment "balance due".

I haven't yet filed my TurboTax-based return for 2020. I'd like to enter into TurboTax this tax payment, but I don't see how to do so. Can anyone please advise?

thanks

albert1120

Level 3

Hi everyone,

I could really use some help here with a similar problem and I want to thank you in advance.

Here is my situation:

1. Due to a couple of reasons, I owe both federal and state taxes and penalties for 2022.

2. I e-filed on 1/31/23 but all returns got rejected with an error code Reject Code F8960-019-04. This is an ongoing problem that prevents me from e-filing now. I want to wait until this is fixed by IRS and e-file.

3. In the meantime, I want to use direct pay through my ID.me account to pay the taxes and penalties I owed on Monday 2/6/23 to avoid more penalties for both federal and my state Maryland.

4. My question is if I pay now before I e-file, which one of the following should I do?

a. make NO change to my current return and select pay by check when I e-file (probably by end of Feb. 2023)

b. enter the amount I paid in estimated tax as additional payment with the date of 02/06/2023 for both federal and state like the pictures below (amounts just for demonstration).

Thank you!