Hello! I'm finishing up my 2024 tax returna dn I couldn't find any solid answers in the forum or online, so I figured I'd ask here:
My spouse and I are W2 earners and we always have filed MFJ and we live in California.
Every quarter in 2024, I paid my Federal estimated taxes online through the IRS Direct Pay site ( https://directpay.irs.gov/directpay/payment?execution=e1s1). I always "verified my identity" by putting in my 2023 joint return info under the assumption that both me and my spouse would be linked to the estimated tax payment. However, it only asks me to sign with my SSN and name on the electronic form. Usually this is fine because we do MFJ
This year, I am filing MFS (different conversation for another day), and I want to split the estimated taxes I paid throughout 2024 equally between me and my spouse.
Can I do this? It's unclear to me if the Direct Pay method above (verified jointly, but signed individually) counts as a "joint 1040 ES".
If we are unable to split the estimated payment, then in the IRS system's eyes, only I will have paid sufficient taxes throughout the year and my spouse would have an underpayment penalty :(
Thanks!
