I filed an extension request in April through TT. A direct debit was made by the IRS from my checking account as a result of that extension request.
I just received a notice from the IRS with a whopping penalty + interest for "failure to file". It appears, according to EFPTS, that the payment I made with the extension in April was applied to tax period 2023! I don't know how that happened, so I really need to see my extension request form. Where can I find it?
Other people have reported that too. Seems the IRS had a glitch and applied the payment as an estimated payment for 2023. It wasn't your fault. Call the IRS and tell them. I'm looking for the prior posts.
Print the Extension form 4868
Look at the IRS receipt for the online payment you made ... did you accidentally pay the first quarter 2023 estimated payment by mistake instead of the extension payment? If so you will have to contact the IRS to get this error fixed if possible.
It looks like I have proof that the extension was processed. The EFPTS has my payment with the following description:
the correct payment amount
the correct payment date
the payment status is Settled
the tax type is Extension
the tax period is 2023
So they did recognize the payment as an extension, but somehow they applied it to 2023 instead of 2022. I can't find my form 4868 in TT so I probably filed the extension through EFPTS. I may have typed in 2023 by mistake. It should have not been accepted because why would anyone possibly be requesting an extension for tax year 2023 last April?? So I'm guessing that that mistake caused them not to recognize the extension. I hope they don't give me a problem on the phone tomorrow.
And there is an added complication. I filed my return five weeks ago. Shortly after, it was accepted. That return, of course, includes the extension payment. The status of that return, according to the IRS site, is "being processed".
What a mess.
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