I see that you have two estimated payments made in 2023 for 2024, on 4/15/24 and 6/17/24 for $2500 each, for a total of $5000. Is that correct?
I also see that a payment of $7147 was credited to your Tax Payments on Form 1040, Line 31, as 'Amount Paid with Extension'. However, Form 4868 is correct, showing your total tax of $17174, plus payments made in 2024 of $15476 (your withholdings of $10476, plus the 5K estimated payments), and $0 paid with extension.
However, since the $7147 was transferred to your Form 1040, it shows you with a refund of $5449, rather than the correct balance due of $1698. So your Form 1040 is wrong, and you'll need to Amend your return after you receive your Refund. I can't find where the original entry of $7147 came from, since it is not indicated on Form 4868 (which is correct) and it is not one of your Estimated Tax Payments of $2500. When I click on the $7147 on the Tax Payments Worksheet, it points back to your Total Tax due of $17174, which is correct. Was this the amount of your 2023 Extension Payment? If so, it should not have been included as a payment for 2024, as you stated.
I would agree that you should pay your Balance Due of $1698 by April 15th.
I will refer this for an investigation, since this is the first instance of this I have seen, and I apologize I don't have a complete answer for you now, but will keep you posted when I learn anything further.
@tumark2
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