How enter additional post-extension, pre-filing payment?

[beanorama]

How do I enter an additional payment on my 1040 which was made after extension and before filing?

For our personal 1040 return, I filed a 4868 extension and made a payment for the amount then owing. Soon afterward, I revised my draft return and determined that I should make an additional payment to avoid additional interest being charged. I made the additional payment using IRS Direct Pay.

(In Direct Pay, for the "reason" for payment, it did not offer a choice to mark it as a payment with the extension. That had been suggested on another post here, though it wouldn't seem to be correct as this payment was made after the extension. I chose "balance due" on the 1040.)

I don't see how to enter this additional payment in my 1040. It would appear to go correctly on 1040, Schedule 3, Part II, line 13z ("Other payments ... . List type and amount:"). Yet TTH&B won't allow me to enter it onto the form. Clicking the form takes me to the same line on 1040/1040SR Wks, but it doesn't allow me to enter anything there, either, though it does show a blue box which, when I've seen it elsewhere, I have been able to enter data).

[CatinaT1]

You will enter the total amount of both payments as the payment made with extension. You do not need to separate the payment amounts. 

[beanorama]

@CatinaT1 That sounds simple, but how to do it? The amount paid with the extension reported in TurboTax has its ultimate source in the extension form 4868. Are you saying I should override it there? It would no longer match what I already sent to the IRS. That sounds like a prescription to cause a problem if not an audit.

[xmasbaby0]

@beanorama When you requested your extension you were supposed to pay your estimated tax due.  Did you enter the payment you made into your tax return?  Go to Federal>Deductions and Credits>Estimates and Other Taxes Paid>Other Income Taxes 

[beanorama1]

@xmasbaby0As noted in the original post: "I filed a 4868 extension and made a payment for the amount then owing. Soon afterward, I revised my draft return and determined that I should make an additional payment to avoid additional interest being charged. I made the additional payment using IRS Direct Pay."

[VolvoGirl]

I would just mentally subtract the extra payment from the Tax due on your return and only pay the difference.  It should match up at the IRS.  Pay the Tax due the same way online as Direct Payment.  

[beanorama1]

Solution found:

As noted in the original post, it would appear the data should be able to be entered on 1040/1040SR Wks, which has a blue box which, when I've seen it elsewhere, I have been able to enter data. It does not. So I chose to "Override" (even though there's no data entered to override) and entered the payment that way. No errors resulted.

Why the data entry field fails to allow the entry of data on this worksheet, but requires an override, is a mystery, like so many things with Intuit products.

[VolvoGirl]

I have the Home & Business version too.  Which box did you override?  And where does it show  up on the actual 1040?  

[beanorama · Accepted solution]

@VolvoGirlSorry for the late reply. I have Bad News and Sort of Good News.

The Bad News: box I found was on the 1040/1040SR Wks, way at the end. It populated the 1040 Schedule 3, line 13z correctly. The override passed all of TurboTax's internal reviews. But the return was rejected "by the IRS" when e-filed. TurboTax said the data in f1040 Schedule 3, line 13z, was invalid or incomplete.

After two phone calls with TurboTax support representatives, the second one consulting with 2d Tier Assistance, and e-filing a second time and being rejected a second time, they instructed me on how to include the payment, and e-filing a third time ...

The Sort of Good News: It was not rejected a third time for e-filing.

The instructions I got from the second representative, in consultation with 2d Tier Assistance, was to add the amount of the additional payment to the amount shown as paid with my extension to file. I told them I thought that would get IRS attention -- providing a different amount than what was paid with the extension form -- but that I would follow their instruction and it is they who will deal with the IRS on my behalf if they're wrong.

My gut says the IRS is going to have a problem with this. I hope not. I will try to remember to update this post if they do.