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New Member
posted Mar 2, 2026 2:24:57 PM

Direct Debit Amount

The Federal Information Worksheet, Part V, will not let me enter the
"Balance-due amount from this return". Nor is it automatically carrying forward Form 1040, line 37 ("This is the amount you owe"). The box to select direct debit has been checked and the bank routing and account numbers are correct.  The filing instructions show that the federal return will be electronically filed, but that I must mail my balance due with a check and payment voucher, 1040-V. I also have a balance due with my state return, but did not have this problem with the state return.  I am using TurboTax Premier desktop.

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3 Replies
Level 15
Mar 2, 2026 2:32:15 PM

You can enter the date you want the taxes to be paid.  The balance due is from the Form 1040 Line 37 so cannot be entered by the user.

New Member
Mar 2, 2026 2:36:44 PM

Thanks for your reply. I debit date was input, but it still didn't change the filing instructions to debit my bank account for the balance due.  Still shows to mail in with voucher.

Level 15
Mar 2, 2026 2:43:30 PM

@user17724894562 Since you have entered that you want the payment done by direct debitt, entered the bank routing and account number and the date for the debit, when the tax return is e-filed, this information will be received by the IRS.

 

The payment voucher, Form 1040-V, is only used if you were sending a check for the federal taxes owed and were NOT using direct debit.