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Level 1
posted Jun 4, 2019 1:12:25 PM

I have a federal tax due, but state refund is greater For 2015, TT gave option of net refund. This time it is asking to pay Federal. Anything changed? Pls help! Thank you

On 2015 return too, I had a net refund (State Refund greater than federal balance due) Then, TurboTax just asked me for net refund and bank account details. However this year I am being asked to pay the federal tax. What has changed? I filed extension and am now filing my taxes (Sept 10, 2017, same as last year)

Is it that I give the credit card / bank info, and then when it comes to state refund it will give me the net refund option?

Thank you

KK

0 6 908
1 Best answer
Level 15
Jun 4, 2019 1:12:27 PM

You cannot use either your federal refund to pay a state tax due, or use a state refund to pay federal tax due, if that is what you are asking to do.  That "net" figure you are seeing is just showing you the difference between the two figures.

If you owe the IRS then you need to pay the IRS the full amount due by whatever method you choose, such as a check, money order, or credit/debit card payment.

6 Replies
Level 15
Jun 4, 2019 1:12:27 PM

You cannot use either your federal refund to pay a state tax due, or use a state refund to pay federal tax due, if that is what you are asking to do.  That "net" figure you are seeing is just showing you the difference between the two figures.

If you owe the IRS then you need to pay the IRS the full amount due by whatever method you choose, such as a check, money order, or credit/debit card payment.

Level 1
Jun 4, 2019 1:12:29 PM

Thank you.

Level 1
Jun 4, 2019 1:12:30 PM

Hi, ACtually it did give me a net refund in the end. When I e-filed, it asked me for bank information for both federal and state, and in the end just calculated the difference as a net refund from the state.

Level 15
Jun 4, 2019 1:12:31 PM

That does not mean that you do not have to pay the IRS for the federal tax due.  You have to pay the federal tax.  And you are late so you are going to receive a bill from the IRS for the interest/penalty you now owe.

Level 15
Jun 4, 2019 1:12:33 PM

At the end Turbo Tax just shows you the Net of both.  But that's just for your own information.  They are not really combined.

Level 15
Jun 4, 2019 1:12:34 PM

Oh but you can have the Turbo Tax fees for Federal and state both deducted from a federal refund.  But only from federal.  Only the fees.