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Will my estimated federal tax payment be returned with my refund? I filed an extension and paid estimated tax but upon completing my return I am actually due a refund.

 
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4 Replies
MinhT1
Expert Alumni

Will my estimated federal tax payment be returned with my refund? I filed an extension and paid estimated tax but upon completing my return I am actually due a refund.

Your refund is already inclusive of the tax you paid at the time you filed your extension, if you reported the payment on your tax return.

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Will my estimated federal tax payment be returned with my refund? I filed an extension and paid estimated tax but upon completing my return I am actually due a refund.

You have to file your return to get your refund. 

Will my estimated federal tax payment be returned with my refund? I filed an extension and paid estimated tax but upon completing my return I am actually due a refund.

Thanks @MinhT1! Both my extension and return were filed through TurboTax and accepted by the IRS. Unfortunately I did not notice an option to report estimated tax paid when I was filing my return, nor did TurboTax prefill my estimated tax paid even though I filed the extension through TurboTax! Line 26 on 1040 is blank and I am due a refund on my federal return even without the estimated tax payment factored in. Do I need to file an amended return to make sure my refund includes the estimated tax that I effectively overpaid?

Will my estimated federal tax payment be returned with my refund? I filed an extension and paid estimated tax but upon completing my return I am actually due a refund.

The IRS should catch that and add it in for you.  Wait and see what the IRS sends for your refund.  

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