I use TT desktop to complete and e-file my tax returns. I need to amend my 2020 tax return. When I originally filed, I took advantage of an offer to defer a portion of my SE taxes due. The full deferred amount was due by 12/31/2022. I received IRS Notice CP56V for a $xx payment due by 12/31/21 and a second notice for the balance of $yyy due by 12/31/22. Both payments were made on time. Now the problem ...
I am using TT 2020 to amend the original return. TT will not allow me to enter the second payment because the date is after 12/31/21 (error message). I should say that I was attempting to add both payments in the "estimated & other taxes area" where I log my quarterly 1040-ES payments. I cannot find anywhere else in the program to add the second payment without fudging on the date. Consequently, my actual tax payments made and therefore the refund due are both shorted by $yyy on the 1040-X. In fact the 1040-X subtracts the full deferred amount on line 15. Furthermore, line 16 remains zero. It should include the payment made with my extension and the deferred payments.
Does anyone know how to handle this?
Thanks in advance.
