Extension rejected. Sent a payment with the ext. via direct debit, now TT says we have a refund because it's including that. How to remove that payment from our return??

We attempted to file an extension yesterday, which was rejected at 2:00 a.m. With our extension (Easy Extension), we attempted to make a payment for $24 over what we owe (a nice round number). Now when I go back into my return, it says we are owed a refund of $24 because it is calculating that payment towards our taxes paid. From my understanding, since the extension was rejected, this payment did not/will not go through. How do we remove that (failed) payment from our return?

Answer

You have until April 20th to correct the errors on the return and re-file your extension.  If you no longer wish to file an extension, you can delete the extension (Form 4868) so that the return no longer reflects the payment,  by using the following instructions. 

Here's the general procedure for viewing the forms list and deleting unwanted forms, schedules, and worksheets in TurboTax Online:

  1. Open your return in TurboTax. (To do this, sign in to TurboTax, and select Take me to my return.)
  2. In the left-side menu, select Tax Tools Tools.
  3. In the pop-up window Tool Center, choose Delete a form.
  4. Select Delete next to the form/schedule/worksheet in the list and follow the onscreen instructions.

Tips and tricks

  • Need to remove a business that transferred over from last year? Find out how to properly remove it.
  • To delete a form that came in the mail (for example, W-2, 1098, or 1099) it's best to do it from that form's Summary screen. Search for the form number (for example, W-2) and select the Jump to link in the search results to get to the Summary screen.
  • You can't delete Form 1040. That would be like yanking the foundation out from under a building. If you want to get rid of the information you've entered, you can clear your return.

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