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I deferred my taxes and paid what it said I owed. Now I am getting a return, how can I now submit to ensure I have that money returned?

Before the tax deadline I did not have all of my banking information so my wife and I needed to defer submitting our 2018 taxes. At the time we owed to both federal and state, which we did not want to incur late fees on so we paid before the deadline. We just received our banking information and when we updated it in TurboTax we actual get some money back. How can we submit this without having to pay again and ensure we get our money that we already paid back?

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2 Replies

I deferred my taxes and paid what it said I owed. Now I am getting a return, how can I now submit to ensure I have that money returned?

look for the line "amount paid with request for extension to file"

I deferred my taxes and paid what it said I owed. Now I am getting a return, how can I now submit to ensure I have that money returned?

If your extension payment did not automatically show up on 1040 Schedule 5 line 71 which goes to 1040 line 17 you need to enter it.  So make sure it's not already there before you enter it!

You can type estimates paid in the search box at the top of your return and click Find and it will give you a link to Jump To the screen where you enter Extension Payments.

To enter the amount you paid with an extension (including state extension)  go to
Federal Taxes (or Personal for desktop H&B version)
Deductions and Credits
Then scroll way down to Estimates and Other Taxes Paid
Other Income Taxes - Click the Start or Update button

Next page second section Payments with Extension
Either Visit All or Click Start or Update by the extension you paid

Pay attention to which year you are entering for a State Extension payment.  A prior year state extension payment is also deductible on the federal return so be sure to enter it here.

To get the amount paid on a state extension to show up on the state return……
When you are done updating your federal return, you need to transfer the new federal information by going back through the state tab and the state return. Nothing will change until you transfer the fed info to the state again.
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