I was just reviewing my bank account and noticed that the IRS pulled the same payment TWICE, four days apart. This was back in April at tax time. I owed $3402, they pulled that amount on the 10th and on the 14th. I can't find records of it in either IRS Direct Pay, or in EFTPS, but the money was taken.
The IRS should catch the double payment and issue you a refund. You can also contact the IRS regarding the double payment for more information.
You can call the IRS at 1-800-829-1040; don’t select Option 1 for refund that will just take you to an automated response, instead:
- Choose Option 2 (Personal income tax)
- Then press 1 (Form, tax history, or payment)
- Press 4 (For all other questions)
- Press 2 (For all other questions)
- When it asks you to enter your SSN or EIN to access your account information, don’t enter anything. After is asks twice, you will get another menu
- Press 2 for personal or individual tax questions, it should then connect you to a live person
Did you go to the EFTPS and pay it yourself and then put down the bank info on your tax return so the IRS pulled it again? And they both have the same description on your bank statement? Guess you better call the IRS 1-800-829-1040. If you paid it yourself using EFTPS maybe you put it down as a 2015 Estimated tax payment instead of a 2014 tax due payment.
I would also get a copy of your account from the IRS and see if it shows twice.
<a href="http://www.irs.gov/Individuals/Order-a-Transcript" rel="nofollow" target="_blank">http://www.irs.gov/Individuals/Order-a-Transcript</a>
The IRS should catch the double payment and issue you a refund. You can also contact the IRS regarding the double payment for more information.
You can call the IRS at 1-800-829-1040; don’t select Option 1 for refund that will just take you to an automated response, instead:
- Choose Option 2 (Personal income tax)
- Then press 1 (Form, tax history, or payment)
- Press 4 (For all other questions)
- Press 2 (For all other questions)
- When it asks you to enter your SSN or EIN to access your account information, don’t enter anything. After is asks twice, you will get another menu
- Press 2 for personal or individual tax questions, it should then connect you to a live person
What ended up happening? I’m having the exact same issue
Same problem here also.
They told me I had payment scheduled when I submitted my tax returns.
Anyone else having this problem , what did you do to fix it.
I'm having the same issue. Has anyone had success resolving this?? What did you do?
Same here. I'm paying 4.259$ in 4 installments, 2 already payed. Yesterday they grabbed the whole chunk from my account -- obviously without notice. I called them the morning after following the instructions posted here. They said that the payment hasn't been processed by their system yet, so it doesn't yet appear in my IRS account. They will refund me as soon as possible starting next wee, i.e. allowing a few business days to process the payment.
I'm lucky 1) I had the money in my account 2) it's not credit card payment day
Insane.
Yes, it just happened to me too. I don't know what to do about it. None of the information on the irs website is up to date. I chose to mail in checks when e-filing and then I made a payment back in April and then again on 7/13 to pay off what I owed. Then today when I checked my bank account balance, I noticed that the full amount that I owed was debited on 7/15/20. I never requested that, so I am at a loss for how to fix it. When I called the irs they told me to call [phone number removed], but the automated system couldn't find my payment. I don't know if it was even applied to my account because I can't get an updated account balance from the irs website and none of my recent payments are showing up on my transcript.
Was this money debited by the turbotax system or from the irs directly?
Ok ... lets see if I understand ... you set up for the 2019 balance due to be debited out of your account as directed. And you had 2 "payments" as well ? The "4" payments are NOT for the 2019 return ... they are estimates for the 2020 tax year. Did you make 2 2020 estimated payments thinking they were for 2019 balance due ?
Ok sorry if it was confusing.
I'm talking 2019 taxes. Ended up with outstanding balance to IRS of about 4k. I chose to pay in 4 checks to be sent by mail. I have the check vouchers on my tax return pdf. I started paying the checks and everything seemed fine. Until 2 days ago when 4k got pulled directly my bank account by IRS. I called them and they admit the mistake. I have to wait a few days that the transfer appears on my IRS account so that can send the money back.
I hope this is more clear
This was pulled by IRS directly.
In fact I'm wondering if TurboTax had anything to do with it, bug or something... I chose to pay my debt with IRS by 4 checks and I have the vouchers. The IRS started taking the money through the vouchers. Somehow they ALSO charged me for the total of the debt two days ago. When I called them they admitted the mistake and I wonder if this was triggered by TurboTax.
Sorry to tell you this but those 4 vouchers were for 2020 estimated payments not to pay the 2019 balance due ... review them carefully. AND you must have set up the entire 2019 balance due to be debited ... review what you did ... save a PDF with the worksheets or look in the FILE tab again.
How you chose to pay the taxes owed will be on the Filing Instructions page included with your tax return.
Sign onto your TurboTax online account - https://myturbotax.intuit.com/
Scroll down and click on Add a State. This will take you back to the 2019 online tax return.
Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return.
You are right, thank you. The vouchers are indeed Form 1040-ES and are automatically added to the PDF if some conditions are met, as explained in the FAQs.
1) We did not know the existence of Form 1040-ES, and obviously we did not know it is not mandatory to pay the estimated taxes (though encouraged in order not to have future problems with IRS)
2) We recall reviewing the filing options and either selecting or thinking about how to pay in installments. We do recall now that once the PDF was printed out, we were surprised to find out there were the 4 vouchers for the correct amount we owed the IRS. Hence we assumed those were indeed the checks we were looking for and in total confusion we thought we actually selected the correct option.
3) We do not recall having seen any instruction, warning, or alert about those estimated taxes for 2020. Because of our current economic hardship, we certainly would not have paid right now. We are even lucky there were enough money for the IRS to take in the first place... This is something for TurboTax to think about!
4) It's interesting that IRS admitted the mistake by phone, but I can imagine how he did not understand my case. I'll call again next Monday.
Now, is there any luck to get at least the 2k we payed for 1040-ES back?
Thank you again.
Sadly other than getting it back on your 2020 return there is nothing I know you can do with the IRS.
What you can do is adjust any withholdings you are currently having withheld like a paycheck or retirement distributions so you have more in your pocket each month.
Well the 1040ES have the tax year 2020 at the top. Be sure to manually enter them on your return next year to get credit for them. So keep track of the payments and dates.
The Turbotax program tries to educate you as you go ... in the estimated payment section and again later on the filing instruction pages ... Save a PDF of the return to see them ...
Please read the filing instruction pages for the fed/state returns ... there you will see the payment voucher and estimated payment instructions ... the estimated payments clearly say to not mail them ... here is a screen shot from the 2018 program ...
I’m having a similar issue but I don’t know if it’s the same.
I was charged twice by the IRS as well, like many of the people here. I haven’t successfully been able to reach anyone at the IRS as their phone lines are “too busy” and I’ve tried many many times..
when I finished filing my taxes on TurboTax, I went to IRS.gov to make the payment.
My bank statement shows that I was charged once in July 16th and again on July 17th for the same amount.
I did estimated payments for my last filing but did not want to do them for 2020, so they should not have charged me twice.
Do you know why I was charged twice?
and how am I to get my money back if the IRS keeps ending my calls? I’m in desperate need. Please help. Thank you.
This happened to us as well, has anyone recovered their money? We talked to an IRS agent but were told that we had to talk to our financial institution. I don't understand why if the IRS is the one the made the mistake. We filed a dispute with our bank but meanwhile, we are out of over $1000. Was this a glitch from Turbo Tax? I don't recall giving my them permission to withdraw our money from our account, especially since we were going to pay it in a lump sum from our savings account.
Hi @ftirs,
Your situation sounds identical to mine. It took me three days of trying, but I finally made it into the hold list w/o being hung up on by using the number posted earlier in this thread (the prompts were slightly different than listed, but roughly the same). I called at 9:00am PST if that helps, but it was probably just luck of the draw. Nonetheless, the answer I received was the same, once my return is fully processed they will see the over-payment and immediately refund it. So, the good/bad news is that even if you don't get through, the process and timing will likely be the same to get your money back. The IRS agent was able to login to my account using my SSN and she could see that when I sent in my tax return using Turbo Tax there was a payment scheduled then. I didn't remember that or understand that somehow the payment was already scheduled through the filing process, so I too went onto the IRS website and scheduled the payment. Hence, the double payment coming out. **Turbo Tax, if you're listening, please dummy-proof this for next year with lots of bells/whistles/red flags so we can't forget or not realize we're scheduling a payment - maybe even send us reminder emails that it's already scheduled?** She was also able to tell me that my return was "in process" so hopefully it finishes soon and they kick back the double payment. She said they have not been allowed to give out time frames for how long to expect things to take to process, at least not until after July 31st. Usually she said it takes just a few days for these things to resolve themselves, but nothing is normal right now. I didn't think to ask how the refund would be issued, hopefully it can be via direct deposit since I'm set up for that. Fingers crossed for everyone that's been effected!
The same thing happened to me once on 6/18/20 and next on 7/1/20. I managed to get on a call with IRS, they said the overpayment may take between 6 to 8 weeks after the filing deadline(7/15/20)
I highly recommend you go back into the FILE tab and review the payment screens ... they are quite clear and you had to consent to the debit ... always read the screen carefully whenever you are asked to agree to anything. Changes can be made anytime until you transmit the return ... so if you had a change of heart prior to filing you needed to stop and back up. The payment choice you made is also part of the filing instruction page that prints with the return or is viewed in the PDF file.
Failure of the user to read the screens is not a shortfall of the TT DIY program.
Log in and scroll down and click on ADD A STATE to unlock the account then click on the FILE tab and review your choices and the screen instructions.
I agree, this same thing happened to me, Turbotax should have sent reminders about the auto-debit, especially this year when many people opted to pay July 15th after filling in April. I also double paid after hearing on the news all the reminders to pay your taxes.
Well if I owed the IRS I would certainly remember how I choose to pay the balance due ... not sure why you would expect a DIY program to remind you of the payment that you set up yourself.
Even I as a tax professional don't call any of my clients to remind them of what I already explained to them when they filed. At the time of filing I stressed how/why the payment was to be made along with the paper confirmation of the debit and that is more than I legally need to do.
Has anyone else resolved this?
I mailed them a check in June for the full amount.
Then in January they sent me several threatening emails charging interest and late fees. I called them to verify they never received payment. They said they didn't and threatened me to pay and said I could pay on their website irs.gov.
I put a stop payment on the check guessing at the check number because it had been so long. Paid them online. And two weeks later the original check from June cashed (I got the check number wrong so the bank won't do anything).
Called them up for them to say is get a refund within 6 weeks and if I didn't to call back.
Well it's been 10 weeks with no refund and I can't call them cause they've closed every number so it just disconnects.