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How do I enter the amount I paid with my extension on the 1040 before I file?

 
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How do I enter the amount I paid with my extension on the 1040 before I file?

@ smvethacke  asked:  "How do I enter the amount I paid with my extension on the 1040 before I file?"

 

You didn't say if you are using desktop software or Online TurboTax.   I'll give the steps for both.  If you filed the extension through TurboTax and using Online TurboTax, it "may" already be populated, but you need to check and enter it if needed, or correct it if needed.

 

NOTE:  After entering the payment, if this is a Federal extension payment,  before filing verify that the payment shows up on Schedule 3, Line 10.   It should also be included in the figure showing on your Federal Form 1040, Line 31.  If you have a state or local extension payment, verify the respective state/local payment shows up on that respective return, too.

 

Desktop software:

  • Federal tab (except it's called Personal tab in desktop Home and Business).
  • Subtab:  Deductions & credits
  • On the Deductions categories page scroll way down to topic Estimates and Other Taxes Paid.
  • Choose subtopic Income Taxes Paid.
  • On the next screen, titled "Income Taxes Paid," you should see a category of  "Payments with Extension."  Choose the type of extension payment and click Start or Revisit.
  • Enter (or confirm) the figure for your extension payment.

 

For Online TurboTax:

 

  • In the left menu column, click the Federal tab
  • Then click the subtab Deductions & Credits.
  • On the "Tax Breaks" screen scroll way down until you see the category "Estimates and Other Taxes Paid."  (if you don't see it, you may have to first click on "Other Tax Breaks" (or similar wording) to show more tax breaks.)
  • Click that to expand, and in the list of subtopics choose "Income Taxes Paid."  (click Start or Revisit).
  • On the next screen, titled "Income Taxes Paid," you should see a category of  "Payments with Extension."  Choose the type of extension payment and click Start or Revisit.
  • Enter (or confirm) the figure for your extension payment.
  • Before filing, verify it shows up on your Schedule 3, Line 10 and the Form 1040, Line 31.  Also if you entered a state extension be sure it shows up on the state return.

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