Question

I just filed my 2022 taxes after filing an extension. We owed, so I made a $500 payment but forgot to include that in filing. Will I get that money back?

Forum|Forum|2 years ago
October 12, 2023
1 reply
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We had to pull the band-aid off... didn't want to delay filing any further and paid the full amount owed. We didn't extend through TurboTax, so it did not recognize we made a payment. Now that we've filed, I'm worried we just gave Uncle Sam an extra $500. Can we amend our late/extended return?! Help!

TurboTax Deluxe Online

DoninGA

Employee

The IRS knows that you made the extension payment so will apply that to the tax payments on your federal tax return. You do not need to amend your 2022 tax return.

D

dhhhabarberAuthor

Thanks! Still have a question... as of right now, we just gave the IRS an extra $500. Will that get refunded back?

- Example (not actual numbers), we owed $1500 for 2022.

- Filed an extension April 2023 using freefile and paid $500, so should only owe $1000 now.

- IRS accepted the $500 in April 2023.

- Filed taxes Oct 2023 and had to pay $1500 through TurboTax, because TT did not see the $500 payment.

- In total, we paid $2000 instead of the correct $1500.

Hope that makes more sense.

rjs

Employee

In your example, yes, you will get a refund of $500. Most likely, as DoninGA said, the IRS will recognize the overpayment and send you a refund without your having to do anything. It will probably take several months for that to happen. Just wait and see if you get the refund. Do not amend your tax return. If you don't get the refund after a few months, you can call the IRS and check on the status.