1. I e-filed the 2022 tax, paid the amount I owed to fed. tax. Later it was rejected. I corrected the mistake and it turned out I got a refund. The question is what happens to the tax I have already paid via my credit card? The payment I made still shows pending on my credit card account, btw. Unlike a direct debit from a checking account the CC payment is not reliant on the IRS acceptance of the return. You contracted with the third party to pay your tax bill directly to the IRS even if the return was rejected. Contact the third party you used to stop the payment if possible or dispute the charge with your CC company.
2. The 2nd question is after I e-filed my taxes, is there a way in TurboTax to help me to figure out my 2023 estimated state tax payments? Yes you can ...
- Log in, and then here's how to open your return back up:
- At the Tax Home or in the section "Your Tax Returns & Documents" for tax year 2022, look for a link "Add a State."
- Click on "Add a State." (you don't really add one; that's just to get the return to open back up.)
- Once the return is open, click in the left menu column on Federal.
- Then at the top choose tab "Other Tax Situations".
- It may ask you if have 3-4 uncommon situations. If so, answer those.
- Once you get past those, you may then see a screen "Your uncommon Tax Situations"
- Scroll way down to the last category "Other Tax Forms" and click "Show More."
- Find topic "Form W-4 and Estimated Taxes" and click Start or Update.
- It will first ask you if you want to change your W-4 withholdings. If you need to do that, click "Yes" to go through the W-4 interview.
- If you don't need the W-4 (withholding) interview, you can click "No" and go to the 2022 estimated taxes interview.
- You may get a screen that says "Review your Estimates for 2023?" and asks "Do you want to review your income or deductions". Say YES (or Review Now), so you can get to the additional questions.
- You will go through a lot of screens asking about expected income and deductions.
- Finally, you will come to a screen that says "Enter Payments You Expect to Make."
- There are some boxes there that say "Enter estimated tax payments you've already made for 2023."
- Next screen will ask "which method" to use to calculate your 2023 estimated payments.
- Next screen will ask if you want to print vouchers.
- If you want to pay them electronically instead of mailing the vouchers and checks, we can tell you how to use IRS Direct Pay or the Treasury's EFTPS website.
