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Level 3
posted May 3, 2023 9:21:49 PM

State Refund vs Federal balance due is confusing

OK This is confusing. The Federal has a balance due of $259, the State has a REFUND of $1664. Of which I

Credited $164 to 2023, so the NET refund for the State is now $1500.00 At the end when it tells you your refund amount, it now says $1241.00????? I added the $1241.00 +[259.00]= $1500.00?? WTW is TT doing? I NEVER authorized NO W/D of the Balance due of the Federal!!! I looked trough all the fileable forms and I can't find anything that shows where I said ", PAY MY BAL. DUE". How do I fix this mess?

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1 Best answer
Level 15
May 3, 2023 11:05:33 PM

Turbo Tax just shows you the net of federal and state for your own info.  You will still get the full refund unless the tax authority keeps it.  You have to pay the other tax due.  So make sure you pay the IRS or state.  You can not have a tax due deducted from the other refund.

 

State over paid   1664

2023 Estimates  <164>

State refund        1500

Fed to pay          <259> You must pay this amount

Net from taxes    1241

2 Replies
Level 15
May 3, 2023 11:05:33 PM

Turbo Tax just shows you the net of federal and state for your own info.  You will still get the full refund unless the tax authority keeps it.  You have to pay the other tax due.  So make sure you pay the IRS or state.  You can not have a tax due deducted from the other refund.

 

State over paid   1664

2023 Estimates  <164>

State refund        1500

Fed to pay          <259> You must pay this amount

Net from taxes    1241

Level 15
May 4, 2023 6:22:15 AM

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

It is not possible to pay your state tax due from your federal refund, nor is it possible to pay a federal tax due from a state refund.  The federal and state treasuries are completely separate from each other.  You may have seen a TurboTax summary of your federal and state amounts that confused you into thinking one was “paying” the other.  It is not. The ONLY thing you can pay for from a federal refund is your TurboTax fees if you chose that option.  

 

 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