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posted Apr 19, 2023 1:20:41 PM

I accidentally paid what I owed the IRS twice. How do I get a refund on what I overpaid?

When I efiled my taxes, I set up a date to have what I owed withdrawn from my checking account.  I then decided to pay that amount with a credit card thinking the IRS would not withdraw the amount.  However, they did withdraw the amount.  How can I get the amount I overpaid refunded?

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2 Replies
Level 15
Apr 19, 2023 1:37:12 PM

You will have to call the IRS and speak with an agent about this overpayment.

 

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 3 for all other inquiries
It should then transfer you to an agent.

Level 2
Aug 16, 2023 8:28:17 AM

Thanks so much for these instructions. You saved me a great deal of wasted time and stress.