I haven’t filed my 2021 return yet, and this is my last chance to get the refund.
I made an extension payment that’s already entered in TurboTax.
However, I also made another tax payment a day after the extension deadline just in case I hadn't paid enough.
This second payment ended up being unnecessary and is now part of the overpayment that should be refunded.
Yesterday I was told that this kind of payment shouldn’t be entered anywhere in TurboTax — that the IRS will apply it automatically when processing the return.
I want to confirm:
Should I leave that post-extension payment out of TurboTax and let the IRS handle it when calculating the refund?
Or should it be entered somewhere (e.g., estimated payments or extension payments) to avoid under- or over-reporting?
This is a big refund, so I need to get this part right.