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Level 2
posted Nov 3, 2023 9:49:53 AM

How to claim quarterly payments made to tax return?

I've made quarterly payments towards 2023 taxes.
Under the Details for the Year for 2023 on the IRS website it says:
"Claim Payments on Your Tax Return

Our records show you have payments applied to your account. You must claim these payments when you file your return."

 

Does the IRS send me some type of form at the end of the year to show the quarterly payments I've made? Where do I claim these payments on my tax return?

 

Thank you for your help. 

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1 Best answer
Level 15
Nov 3, 2023 9:53:42 AM

No they don't send receipts.  Your proof is your bank statement or credit card showing the payments.  You enter the estimates paid and date when you fill out your tax return.  Enter them under Deductions 

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to

Federal on left or at top (Personal for Home & Business)

Deductions and Credits at top

Then scroll way down to Estimates and Other Taxes Paid

Estimated Taxes - click the start button

 

4 Replies
Level 15
Nov 3, 2023 9:53:42 AM

No they don't send receipts.  Your proof is your bank statement or credit card showing the payments.  You enter the estimates paid and date when you fill out your tax return.  Enter them under Deductions 

To enter Federal or State Estimated Taxes Paid, including a state estimated payment made in January for the prior year, go to

Federal on left or at top (Personal for Home & Business)

Deductions and Credits at top

Then scroll way down to Estimates and Other Taxes Paid

Estimated Taxes - click the start button

 

Level 15
Nov 3, 2023 9:53:52 AM

Duplicate

Level 2
Nov 3, 2023 1:25:09 PM

Thank you so much for the explanation. 

Level 2
Nov 3, 2023 1:25:53 PM

Yes I tried to delete the other duplicate post but it wouldn't allow it.