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pvibarra
New Member

I filed an extension on my 2022 federal (and state) taxes. I pre-paid a calculated amount of federal taxes. I overpaid my Federal taxes, what to do now?

How do I reconcile federal tax overpayment done while filing an extension back in April 2022?
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3 Replies

I filed an extension on my 2022 federal (and state) taxes. I pre-paid a calculated amount of federal taxes. I overpaid my Federal taxes, what to do now?

When you requested your extension you were supposed to pay your estimated tax due.  Did you enter the payment you made into your tax return?  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
rjs
Level 15
Level 15

I filed an extension on my 2022 federal (and state) taxes. I pre-paid a calculated amount of federal taxes. I overpaid my Federal taxes, what to do now?

If the payment that you made with the extension is properly entered in your tax return, it will be reconciled on the tax return and you will get a refund of the overpayment. The payment with the extension should be on Schedule 3 line 10. If it's not there, follow the instructions that xmasbaby0 gave you to enter it.

 

I filed an extension on my 2022 federal (and state) taxes. I pre-paid a calculated amount of federal taxes. I overpaid my Federal taxes, what to do now?

If your extension payment did not automatically show up on your 1040 or state return you need to enter it.  So make sure it's not already there before you enter it!

 

For 2022 Federal Extension payments should be on schedule 3 line 10. And go to 1040 line 31.

 

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

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