I had made advance tax payment through Direct Pay in 2021 and didn't mention this in the tax return. How do I use this money for the upcoming tax return?

[Mike9241]

the iRS has your info from using Direct Pay so will catch the payment you didn't enter on the '21 return and apply it to that return. it is unknown what they will do if that results in an overpayment. most likely it will be refunded. 

[rjs]

I'm not sure what you mean by an "advance tax payment." An advance payment in Direct Pay would be either a payment with an extension or an estimated tax payment. In either case, when you made the payment you specified the year that it was for. If you made the payment for 2021, you cannot use it on your 2022 tax return. But as Mike9241 said, the IRS will apply it to your 2021 tax return.

[SumitA]

I did pay that advance tax and while submitting my returns I anyway went ahead and made the payment of tax again. That was for 2021 and I've still not received any refund. Who do I contact?

[DianeW777]

You can start by contacting the IRS because normally they would apply your estimated/advance tax payments to your tax return.  

• Contact an IRS customer service representative to correct any agency errors by calling 800-829-1040 (hours of operation 7 a.m. to 7 p.m. local time)

Another option you can try to obtain is an IRS Transcript, click the link to get started.  A transcript will show whether or not your tax return has posted in the IRS database and your tax payments made.

You will want to get proof of payment from the financial institution or money order copies, whatever you used to make the payments.

You should amend your tax return to include the estimated/advance payments on the return.  Be sure to read all the information in the links below before you begin. TurboTax needs to know the original numbers and the changed corrected numbers.

• How to amend (change or correct) a return already filed?
• What is the deadline for filing an amended return?
• How to file an amended return with the IRS

An additional resource for you may be the Taxpayer Advocate Service (TAS).  They are in place to assist in situations where you are unable to obtain resolution on your own.

1. You can click here to begin: TAS Qualifier Tool. or 
2. Submit a request for assistance - Form 911 Request for TAS Assistance (instructions are included)
3. Locate the local TAS Office for your area

This will get the process started for you.  It's not going to be a fast process because they are handling a large volume at this time. 

If you do not hear from TAS within one week of submitting Form 911, contact the Taxpayer Advocate office where you originally submitted your request. Incomplete information or requests submitted to a Taxpayer Advocate office outside of your geographical location may result in delays.

@SumitA 

[SumitA]

@DianeW777 

Appreciate your response. I called IRS and couldn't find the option to speak with an individual, I guess all options are automated for self-service.