Get your taxes done using TurboTax

If that’s allowed:

  1. Should I just enter the 2025 payment under my 2024 estimated tax payments in TurboTax, file my 2024 return, and wait for the IRS to reallocate it automatically? (I realize this would reduce my 2025 estimated payments, but I’d rather avoid owing for 2024 after April 15, 2025 which has steeper penalties)

You cannot just do it. the iRS has it down as a '25 estimate so it probably will not movet he payment on its own to 2024

 

  1. Or do I need to call the IRS ahead of filing to request the change? If so, what’s the best way to reach them? Can't reach human on [phone number removed] phone number. yes

Call 800-829-1040

  • Choose your language,
  • Then choose option 2
  • Then 1
  • Then 3
  • Then 2
  • When it asks you to enter your SSN or EIN do nothing – wait - - After it asks twice, you will get another menu
  • Then 2
  • Then 3

 

It should then transfer you to an agent. Note when its phone line are busy you may be on hold for a long while or disconnected

 

Have the details of the payment ready, including the amount, the date it was made, and the method of payment

 

 

I will point out there seems to be some online services that say they can help with this matter. I know nothing about them, so if you want to DIY search the internet for them and use at your own risk.