Turbo Tax does not pay your federal taxes.... (although I guess I could see where auto-debit via the tax return is "TT paying your taxes")
can you explain why you think the 2023 estimate was paid instead of the 2022 balance? what does your transcript show? did you get a letter from the IRS?
Did you mean to make a 2023 estimated payment. TT NEVER makes this payment, even via the tax return.
how did you pay your 2022 balance (via Turbo Tax autodebit, at the IRS website, via mailed check, anothwe way, etc.)?
You can contact Support if there was some sort of program (software) error.
How do I contact TurboTax? (intuit.com)
However, it is more likely that this was some sort of input error.
Yes, I used the auto debit feature. The amounts were very similar so I didn’t notice until i received a notice from the IRS. I have used the software yearly and never paid taxes ahead - something that I wouldn’t do. There is always a possibility of user error but I find this highly unlikely.
In order to talk to someone I would need to upgrade. There is no readily apparent way to address this issue without paying to do so.
User error is possible but I find that unlikely given that I would never pay ahead on taxes, I’m extremely tech savvy, and hold an MBA from a respected school. I’m not immune from error, but this seems a very unlikely error to make.
@nickesonm Estimated taxes cannot be made through the TurboTax software. You either have to print and mail the Form 1040-ES with a payment to the IRS or you can use the IRS website for an estimated tax payment - https://www.irs.gov/payments
If you selected to have the federal taxes owed paid from your bank account then the routing and account number along with the date of payment would have been transmitted to the IRS with your e-filed tax return.
You need to look at your Federal Information Worksheet Part V to verify that the bank routing and account numbers have been entered for a direct debit of the taxes owed.
To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/
When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.
This will take you back to the 2022 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. Choose the option Include government and TurboTax worksheets
Turbo Tax does not/cannot pay your federal taxes balance due at all (even if you set up a direct payment request) and it definitely cannot pay any estimated tax payments either ...there is no place to even enter such a request in the program. If you got a bill from the IRS/state then read it carefully & save a PDF of the return to review what you may have chosen when you filed.
Did you accidentally send a payment with the 2023 estimated payment voucher by accident instead of the 2022 balance due payment voucher?
Since you can't pay the 1040ES estimate by auto debit, let's forget about those for the moment. Did you get a bill from the IRS for the whole tax due amount on 1040 line 37? Or did they bill you for some more penalty or interest? Or they may have adjusted your return and you owe more?
Check your bank account. Did anything come out at all? Your routing # and bank account number may have been wrong.
Oh and about the estimates. The estimates are optional to pay. They don't get sent to the IRS with your return so they won't be expecting them. You can ignore them if you want. They are just a suggestion. You can increase your withholding instead so you don't end up owing so much again next year. They might have printed out if you took a one time large distribution like from a IRA or 401K account.
The only payment made was via TurboTax direct debit. The amount was exactly for the pre-payment amount on the date specified on the payment schedule. No other payments were otherwise mailed or submitted to the IRS.
@nickesonm - something still not making sense......
please pull out your 2022 tax return .
1) what is on line 37 of form 1040? please post the dollar amount.
2) what was actually debited from your bank account? please post the dollar amount
The answers to 1) and 2) should match.
3) is there anything on Line 26? if yes, are you absolutely certain you entered the correct number here? Because if you inadvertantly entered the incorrect number it will impact what was auto-debited on Line 37.
4) are there TWO debits in your bank account right around April 18th? one to pay off your 2022 tax liability (line 37) and another where you made an estimated payment for 2023 (which was due the same day?). Although I appreciate you did state there were no other payments made. Can you check your bank account in any event?
Then call the IRS and ask them how that happened. Did you have a large tax due? Maybe you signed up for installment payments? Not estimates for 2023. Estimates are 4 quarterly payments. Did you check the Turbo Tax cover sheet to see how you selected to pay the tax due? By direct debit or mail a check, etc.
No offense but y’all keep telling me that the thing that happened cannot happen.
The amount owed for 2022 was correct on my 1040. I entered all information into TurboTax to have it direct deposited. I did not select to make estimated payments. The first installment of estimated payments was made on the date and in the amount indicated when filing. Something in the TurboTax system did not work correctly but I cannot contact anyone to determine why. If you can help me to figure out how to contact someone to address this without paying to do so I would be very grateful. As it stands I am super unimpressed with the fact that TurboTax provides no recourse outside of a chatbot.
Call the IRS … I wish you would respond to my questions as I could be more definitive that is the right approach …. Sometimes responding to very specific questions causes someone to see something that was not apparent originally….. up to you….
@nickesonm wrote:
No offense but y’all keep telling me that the thing that happened cannot happen.
The amount owed for 2022 was correct on my 1040. I entered all information into TurboTax to have it direct deposited. I did not select to make estimated payments. The first installment of estimated payments was made on the date and in the amount indicated when filing. Something in the TurboTax system did not work correctly but I cannot contact anyone to determine why. If you can help me to figure out how to contact someone to address this without paying to do so I would be very grateful. As it stands I am super unimpressed with the fact that TurboTax provides no recourse outside of a chatbot.
If you used the TurboTax Free online edition then live phone support from TurboTax is not available. You would need to upgrade to one of the paid editions for live phone support.
Or you may be able to access support using one of these websites without upgrading - https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax
The volunteer users in this forum who have been answering you have decades of experience using TurboTax and with federal tax returns.
When you selected direct debit of the federal taxes owed, shown on the Form 1040 Line 37, that is the only amount that could be debited from your account using direct debit in the TurboTax program. If your bank statement shows any other amount debited other than the amount on Line 37 then that is an IRS error and you need to contact the IRS.
I understand and I’m grateful for the help. But it’s not exactly helpful when the same things are repeated and people aren’t considering the specific situation.
Line 37 and the TurboTax cover sheet are in agreement. Direct deposit was entered. The amount, and only amount, directly debited from my account was the estimated taxes. The amount was only $7 different so it wasn’t noticed.
One possible consideration is that I used the downloaded TurboTax because I file in multiple states and my firm (one of the Big 4) has a negotiated rate with Turbo Tax.
Ok now we're getting closer. You answered some of our questions. But why do you think it was the 1040ES estimate amount taken out of your bank account? Was it more or less than line 37? The IRS may have adjusted your return or changed the penalty on 1040 line 38 (that is also called an "estimated tax penalty". Exactly what did the notice from the IRS say?
If you are using the Desktop program on your computer you do have phone support.
@nickesonm wrote:One possible consideration is that I used the downloaded TurboTax because I file in multiple states and my firm (one of the Big 4) has a negotiated rate with Turbo Tax.
If you are not using a free version of TurboTax, then you should be able to get phone support:
1-800-446-8848
The probability that this is a TurboTax (programming) issue is virtually nil. Regardless, you can always send a diagnostic file to TurboTax for evaluation.
See https://ttlc.intuit.com/community/taxes/discussion/problem-typing-in-info/00/136546/page/2
Again, as others have suggested, if you are firmly convinced that the payment made was for estimated taxes for the 2023 tax year, you should call the IRS since there could be an error on their end.
is it possible that the amount due on Line 37 and the estimated late payment penalty on line 38 were coincidentially the same as the estimated coupons that TT created?
1) Did you review your transcript at the IRS web site?
2) for 2022, does the amount debited fcrom your bank account match what is posted on the transcript?
3) for 2023, can you see the payment posted as an estimate for the 2023 tax year on your 2023 tax transcript at the IRS website? .
I appreciate a number of us are pushing you quite hard but that is because we'd rather all the facts align before you go on a wild goose chase with the IRS. One of the benefits of technology is it does the same task over and over again without variation; it's the humans that cause the variation. It is quite unlikely there is a computer error here (because no human should have touched the transaction as it was sent to the IRS from TT). so let's be sure there isn't a misunderstanding of the facts first.
One more time:
please confirm that what is on Line 37 plus Line 38 matches what was debited from your bank account. And please confirm that the number that was debited was posted to your 2022 tax transcript at the IRS website and NOT the 2023 tax transcript at the same website.
Thanks @Anonymous_. It is exactly as I described so I can see no possible explanation other than an issue with Turbo Tax or IRS. I know it is the estimated payment because it is the exact amount and exact date.
Y’all, no matter how many times you ask the answer is the same - the amount on the 1040 is correct. There are no confounding factors. You keep asking the same questions and trying to say that that which has happened has not.
thanks for those that have replied and provided assistance. Unfortunately I’m no further ahead now than when I began.
Please log into your IRS account and review the actual payments accepted/made on your account.
irs.gov/individuals/get-transcript
What was the date? When did you file? If it was for estimated payments the dates are 4/18/23, 6/15/23, 9/15/23 and 1/16/24. So what was paid? The April 18 or June 15 payment?
CHECK THE IRS TRANSCRIPT.
Until you confirm you have done that (which nothing in this thread indicates you have) and what it states, NOTHING we can do can help you. It's just a waste of everyone's time.
1) was the debit from your bank account a credit on the 2022 transcript?
2) is there a credit sitting on the 2023 transcript?
if the answer to 1) is "yes" and the answer to 2) is "no", then what is the issue?