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New Member
posted Apr 16, 2024 3:55:02 PM

I paid for my state taxes out of my bank account and it also came off of my federal refund. Did this ever happen to anyone else?

0 4 4570
4 Replies
Level 15
Apr 16, 2024 3:57:15 PM

You misunderstood.

 

 

The “summary” given to you by TurboTax must have confused you.  That summary just nets out the difference between a refund you are getting and an amount you owe.   Or it adds two refunds or tax “due” amounts together.

 

 

The federal and state treasuries are completely separate from each other.  

 

Your state tax due cannot be paid from a federal refund.

 

And….your federal tax due cannot be paid from a state refund.  

 

Neither refund can be used to pay the amount due to the other one.

 

If you owe tax due, you have to pay it yourself by the filing deadline on April 15, 2024.

 

 

 If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website. 

 

https://www.irs.gov/payments

 

 

https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212

 

 

https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403 

 

 

To apply for a payment plan with the IRS

 

Apply Online for a Payment Plan

 

 

You must pay your state tax due using the state’s preferred method of receiving payment.  For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.

https://ttlc.intuit.com/questions/1900884-what-are-my-options-for-getting-my-state-refund-or-for-paying-any-state-taxes-i-owe

 

https://ttlc.intuit.com/questions/1901670-how-do-i-contact-my-state-department-of-revenue

 

 

 

Level 15
Apr 16, 2024 3:58:18 PM

State taxes owed can Never be paid from the federal tax refund.

You still have to pay the state taxes owed based on how you chose to pay the state taxes in the File section of the TurboTax program.

New Member
Apr 30, 2024 6:32:29 AM

same happened to me. im confused because my state was taken from my bank account but  also been subtracted from my federal return. What i owed the state was subtracted from my federal for a new lower amount. if i add them together it gives me a sum of original amount.

Level 15
Apr 30, 2024 6:50:52 AM

@rondelle18 

 

ahhh...but you can have your state (& federal) software fees deducted from your Federal refund.

That is not the same thing as paying your actual state taxes due.  Those are entirely separate from each other.

 

Maybe it was just a coincidence....that the software fees happened to add up to be the same as your state taxes due....or perhaps some other coincidence that the Feds changed your refund amount for...which they will inform you by paper-mail letter.

________________________

Make sure you save a PDF copy of your tax returns and LOOK at them, to see what is actually listed on the forms as a Refund(Federal) , or Balance Due (State)