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phomie
New Member

I mailed in an extension with payment using a paper IRS 4868 form. Now I want to do my tax forms with turbo tax. Where can I enter the amount already payed the IRS.

I did not use Turbo Tax to estimate or file the extension.

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I mailed in an extension with payment using a paper IRS 4868 form. Now I want to do my tax forms with turbo tax. Where can I enter the amount already payed the IRS.

If you made a payment when you filed the extension, just make sure TurboTax ultimately gives you credit for the payment.   It may populate the payment automatically for you.  If it doesn't, you can enter it (or check on it) as below:

To add, change or delete a payment made with an extension request -

·         Click on Federal Taxes (Personal using Home and Business)

·         Click on Deductions and Credits

·         Click on I'll choose what I work on

·         Scroll down to Estimates and Other Taxes Paid

·         On Other Taxes Paid, click the start or update button

On the next screen, scroll down to Payments with Extension



Once you have entered (or confirmed if pre populated) the extension payment, then before filing verify that you are getting credit for it.  Look at Line 70 of your Form 1040 and verify that the Federal figure is correct.  A state extension payment is entered in the same navigation steps as above.  

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. If applicable, verify that it appears on the state return.

 


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4 Replies

I mailed in an extension with payment using a paper IRS 4868 form. Now I want to do my tax forms with turbo tax. Where can I enter the amount already payed the IRS.

If you made a payment when you filed the extension, just make sure TurboTax ultimately gives you credit for the payment.   It may populate the payment automatically for you.  If it doesn't, you can enter it (or check on it) as below:

To add, change or delete a payment made with an extension request -

·         Click on Federal Taxes (Personal using Home and Business)

·         Click on Deductions and Credits

·         Click on I'll choose what I work on

·         Scroll down to Estimates and Other Taxes Paid

·         On Other Taxes Paid, click the start or update button

On the next screen, scroll down to Payments with Extension



Once you have entered (or confirmed if pre populated) the extension payment, then before filing verify that you are getting credit for it.  Look at Line 70 of your Form 1040 and verify that the Federal figure is correct.  A state extension payment is entered in the same navigation steps as above.  

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. If applicable, verify that it appears on the state return.

 


I mailed in an extension with payment using a paper IRS 4868 form. Now I want to do my tax forms with turbo tax. Where can I enter the amount already payed the IRS.

To enter, change or delete a payment made with an extension request (Federal, State, Local) -

  • Click on Federal Taxes (Personal using Home and Business)
    Click on Deductions and Credits
    Click on I'll choose what I work on (if shown)
    Scroll down to Estimates and Other Taxes Paid
    On Other Income Taxes, click on the start or update button

On the next screen select the type of extension payment made and click on the start or update button
The federal extension payment will be shown on Form 1040 Line 17 and on Schedule 5 Line 71
Or enter federal extension payment in the Search box located in the upper right of the program screen. Click on Jump to federal extension payment

M-Z-R
New Member

I mailed in an extension with payment using a paper IRS 4868 form. Now I want to do my tax forms with turbo tax. Where can I enter the amount already payed the IRS.

After sending a payment with a paper 4868 form, register the payment in form 4868 of Turbo Tax and also in Schedule 3 Line 10 "Amount paid with request for extension to file". Additionally, one needs to confirm that line 31 of the 1040/1040SR Worksheet reflects the payment.
Thanks for asking this question because it is hard to find this simple but important task in the Turbo Tax documentation.

amyspanne
New Member

I mailed in an extension with payment using a paper IRS 4868 form. Now I want to do my tax forms with turbo tax. Where can I enter the amount already payed the IRS.

Federal Taxes tab

Section named Deductions and Credits

Find Estimates And Other Taxes Paid

Update Other Income Taxes

Its the first line item in the list.

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