I got an extension in May and paid $300 to the State. I'm filing now in Oct, TurboTax doesn't know I already paid, it's asking me how I want to pay the $300.

[TaxableTurtle1]

I am using TurboTax Premier Windows.

In May I filed an extension request using TurboTax Easy Extension Online (Separate from the Windows App). I owed nothing for Federal but for MA State I owed $300. I went to MA gov website and paid the $300 already back in May this year.

Now, it's October and I am e-filing my return for real and my final calculation for State tax owed is also $300.

But TurboTax doesn't know I've already paid. 

When I proceed to the e-filing stage, it has a screen saying "How do you want to pay your taxes, you have a balance due of $300" 

I can choose either
"Withdraw money from my bank account direct debit"

or
"I will mail a check, your payment must be post marked on or before 5/17/21 to avoid interest charges". 

Screenshot of the screen is attached

Neither of those options match my situation. I already paid. What do I do?

Do I choose one of these options or is the whole thing messed up and I need to go back or redo it from scratch? Is there a screen somewhere I missed where I can tell TurboTax I already paid? Do I need to edit something on the underlying forms?

[VolvoGirl · Accepted solution]

Did you enter the $300?  It goes on the federal side.  

To enter the amount you paid with an extension (including state extension)  go to

Federal Taxes (or Personal for desktop H&B version)

Deductions and Credits

Then scroll way down to Estimates and Other Taxes Paid

Other Income Taxes - Click the Start or Update button

Next page second section Payments with Extension

Either Visit All or Click Start or Update by the extension you paid

Pay attention to which year you are entering for a State Extension payment.  A prior year state extension payment is also deductible on the federal return so be sure to enter it here.

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.

In the Desktop program you can switch to Forms Mode and open the Tax Payments Worksheet (up under Federal) and check or enter the state extension payment.

[B2016]

Thank you!  I had the exact same situation (but for a different state).  I went back in to the Federal return and entered the state extension payment.  👍

[TaxableTurtle1]

(ignore this one and see my other reply)

[TaxableTurtle1]

VolvoGirl, thank you so much, this answers my original question. You helped me out a lot. I have one follow up now, though...

(I successfully inputted the $300 extension payment I made in the Fed Section and it flowed to MA section, all based on your instructions, and now my MA state tax section says I owe nothing, so my previous crisis is averted!!!)....... but now I printed out a draft copy of the return to review before the last step of actually filing it , and the cover pages for both of them say the due date is May 17, 2021, but I already obviously got an extension for both of them obviously. 

Do I need to inform TurboTax I got an extension and the due date is really October  - where/how do I do that? In case the answer is 'I should leave it as is and ignore the discrepancy on the cover pages', filing it even though it says Due May 17, is IRS/MA State going to run a check and find it suspicious?

I also have screenshots of what I'm talking about...

Thanks SO MUCH!!!!

VolvoGirl you are a treasure to all these people stressed out about their taxes, replying so fast and answering tough questions.

[VolvoGirl · Accepted solution]

Don't worry about the date.  That's just the default.   They know you got an extension.   You actually have 3 years to file if you don't have a tax due.