Will the IRS be able to recognize an estimated tax payment in my IRS account and match it up with the estimated tax payment noted in my electronically filed 2023 Turbo Tax return?
Here is background information for the question asked above.
I knew mid-year that the withholding on my RMD distributions would not be enough to cover my 2023 federal tax due. So, I created an IRS account in October 2023 and made an estimated tax payment. The payment more than covered the balance due on my 2023 federal tax due, after withholding on my RMD distributions is factored in.
I received from the IRS an e-mail confirmation with tax payment information (type of payment=estimated tax, EFT#, amount of the payment, confirmation number, and date of submission). This is the only record that I have that the estimated tax payment was made. I have just checked my IRS account and there is still a record of that October estimated tax payment.
In 2023 Turbo Tax Deluxe, At Your 2023 Deductions & Credits -- Estimates and Other Taxes Paid -- Estimates -- Estimated Tax Payments -- Visit All --Did you make any of these estimated tax payments --How much did you pay in federal estimated taxes?, I filled in the line for the 3rd quarter with the amount of the IRS Oct estimated tax payment that is recorded in my IRS account. Turbo Tax has produced a 2023 Tax Payment Worksheet for my records, which matches the estimated tax record on file with the IRS in my IRS account.
The On-Demand Tax Guidance in the 2023 Turbo Tax program says that I need paperwork for this estimated payment in the form of a Form 1040ES. But, I did not use a 1040ES voucher to make the payment so I have no 1040ES voucher records.
Is my not having any 1040ES records going to be a problem with the IRS? Or will the IRS be able to match up the Oct estimated tax payment noted in my Turbo-Tax-electronically-filed 2023 Turbo Tax tax return with the record of estimated tax payment in my IRS account and recognize that my 2023 federal tax obligation has been met?
And since the 2023 estimated tax payment in my IRS account more than covers the 2023 federal tax due and since 2023 Turbo Tax says that a refund is in order, will the IRS be able to match up the overpayment in my IRS account with the overpayment noted in the 2023 Turbo Tax return? And make a direct deposit refund as I have indicated on the electronically filed return?
