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September 8, 2024
Question

I filed for an extension for Fed & State (VA) for 2023. I paid the estimated tax in April, 2024. I am filing now. Where do I enter the amount I already paid?

  • September 8, 2024
  • 2 replies
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2 replies

Employee
September 8, 2024

If you did not enter it when you prepared the extension request--

 

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 

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
VolvoGirl
Employee
September 8, 2024

How did you pay it?  Was it an extension payment or an estimated tax payment?  They are different.

 

If your extension payment did not automatically show up on your 1040 or state return you need to enter it.  So make sure it's not already there before you enter it!

 

For 2023 Federal Extension payments should be on scheduled 3 line 10. And go to 1040 line 31.

 

You can type estimates paid in the search box at the top of your return and click Find and it will give you a link to Jump To the screen where you enter Extension Payments.

 

To enter the amount you paid with an extension (including state extension)  go to

Federal Taxes (or Personal for desktop H&B version)

Deductions and Credits

Then scroll way down to Estimates and Other Taxes Paid

Other Income Taxes - Click the Start or Update button

 

Next page second section Payments with Extension

Either Visit All or Click Start or Update by the extension you paid

 

Pay attention to which year you are entering for a State Extension payment.  A prior year state extension payment is also deductible on the federal return so be sure to enter it here.

 

To get the amount paid on a state extension to show up on the state return……

When you are done updating your federal return, you need to transfer the new federal information by going back through the state tab and the state return. Nothing will change until you transfer the fed info to the state again.