Question

I accidentally sent in more money than I owed. Can I get it back?

Forum|Forum|7 years ago
June 3, 2019
8 replies
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TurboTax Free Edition Online

Hi! According to irs.gov, If you overpaid tax, you can have all or part of the overpayment refunded to you, or you can apply all or part of it to your estimated tax. If you choose to get a refund, it will be sent separately from any refund shown on your original return.

https://www.irs.gov/publications/p17/ch01.html they do not make this information easy to see. You will find it in the section marked Amended Returns and Claims for Refund.

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Histeria2020

Where in this year taxes do I apply my over payment for 2019

DoninGA

Employee

@Histeria2020 wrote:

Where in this year taxes do I apply my over payment for 2019

To enter, change or delete a refund from the prior year applied to this years taxes (Federal, State, Local) -

Click on Federal Taxes (Personal using Home and Business)
Click on Deductions and Credits
Click on I'll choose what I work on (if shown)
Scroll down to Estimates and Other Taxes Paid
On Other Income Taxes, click on the start or update button

On the next screen select the options under 2019 Refund Applied to 2020

Or enter refund applied to this year in the Search box located in the upper right of the program screen. Click on Jump to refund applied to this year

The prior year refund amount applied is shown on Form 1040 Line 26

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Sarany1

Hi. I did an extension on my taxes this year and sent in money in advance thinking I owed them when in fact I got money back. How do I get that prepaid money back ?

DoninGA

Employee

@Sarany1 wrote:

Hi. I did an extension on my taxes this year and sent in money in advance thinking I owed them when in fact I got money back. How do I get that prepaid money back ?

IF you reported the payment made with the tax extension on your tax return, that amount would have been entered on on Form 1040 Line 17 and on Schedule 5 Line 71. If you filed your 2018 tax return and are receiving a tax refund then then all or part of your extension payment will be included in the tax refund. If you filed your 2018 tax return and have taxes owed, then the amount of the extension payment reduced your taxes owed.

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Liris22

I accidentally paid federal taxes instead of state when I didn't owe federal, can I get a refund or what can I do?

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sjdimage

I also did this. My tax helper said to " go to irs,gov and make your payment." Sadly it was the STATE that was supposed to get the payment (like $ 2,800!) Did not even realize the error until I got a bill from the sate saying I never paid them.

Anyway, I made that payment to the IRS back in early MARCH. Online at the IRS site is shows my payment, but in five months I have still received no communication about it. I also cannot get someone on the phone.

I would be fine leaving it as a balance on the account if I knew for sure that it can be applied to my 2020 taxes next year. But I cannot even get anyone on the phone about it.

Critter-3

Sadly the IRS will take longer this year to notice the overpayment however they will eventually refund it ... call if you want or can.

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Juhu974

I did the same thing this year...did anybody get their refund back?

Critter-3

How did you pay the feds by accident ? Did you mail in a payment with the return ? Did you mail it with the wrong return ?

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akazinzin

Hello,

I made the mistake of sending my payment to the IRS twice. This happened in February 2021. I still have not received my duplicate payment back. I can’t get anyone on the phone, I get a recording and it just hanged up on me. What do I do when I need to file my taxes in 2022?

Critter-3

First this doesn't affect the 2021 return at all.

Next you can check your account online at the IRS to see what they have "on account" : https://www.irs.gov/individuals/get-transcript

Finally, there is not much you can do but wait for the IRS to catch up and send a notice of the overpayment and the refund check.

If you want to try calling best wait until later this month when the new filings have stopped and the phone lines are not as busy :

Call the IRS at 800-829-1040 between 7 AM - 7 PM local time Monday-Friday

Choose # for language preference, then listen for brief recorded message about refunds.
When prompted, choose option 2 for "personal income tax" (DO NOT choose option 1, "Refund" or you will be sent to an automated line/message and have to start over)
Next, press the following sequence in order - 1, 3, 2
You will then be asked to enter your SSN or EIN twice. DO NOTHING - JUST WAIT until new menu options are presented.
Then, press 2, 1, 3 Unless call volume is excessive (at which point you will hear a recording and be disconnected), this sequence will put you in queue for an agent to assist with providing details of an existing payment or installment arrangement.

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Tmil043

I'm still waiting for mine... submitted in April, currently November. My account history on the IRS site says they noticed the duplicate payment, but has been pending additional action since July 26th..

Critter-3

Call the IRS: 1-800-829-1040 hours 7 AM - 7 PM local time Monday-Friday
When calling the IRS do NOT choose the first option re: "Refund", or it will send you to an automated phone line.
So after first choosing your language, then do NOT choose Option 1 (refund info). Choose option 2 for "personal income tax" instead.
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions."
- When it asks you to enter your SSN or EIN to access your account information, don't enter anything.
- After it asks twice, you will get another menu.

Press 2 for personal or individual tax questions.
Then press 4 for all other inquiries
It should then transfer you to an agent.

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Lindseymhenderson

Back in 2020 when I filed my taxes i accidentally paid 2k for my federal taxes instead of state. State reached out to me to let me know so I paid state 2k but now I should be owed 2k back for overpaying federal. I can’t get ahold of the irs offices ever. Does anyone have any advice it’s been a year now

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HeatherPLO

@Lindseymhenderson

For this, you will need to reach out to the IRS. I suggest trying to call right when they open. Here are some helpful steps below to assist you getting through to a live agent:

To call the IRS: 800-829-1040 hours 7 AM - 7 PM local time Mon-Fri

Listen to each menu before making the selection.
First choose your language. Press 1 for English.
Then do NOT choose the first choice re: "Refund", or it will send you to an automated phone line.
Instead, press 2 for "personal income tax".
Then press 1 for "form, tax history, or payment".
Then press 3 "for all other questions."
Then press 2 "for all other questions." It should then transfer you to an agent.

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HelpWithTaxes-

I paid the amount that turbo tax said I owed when I filed 2021s taxes but I got a letter from the irs saying I owed more than twice as much still. Can I be connected with a tax agent again on the phone to explain the info? It said the amount turbo tax had me pay was labeled under "unpaid amount".