Question

Turbo tax seems to have paid my estimated 2023 taxes instead of my 2022 balance due. This is TurboTax's error but I can't talk to anyone to fix it without upgrading

Forum|Forum|2 years ago
July 10, 2023
4 replies
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TurboTax Online

Turbo Tax does not pay your federal taxes.... (although I guess I could see where auto-debit via the tax return is "TT paying your taxes")

can you explain why you think the 2023 estimate was paid instead of the 2022 balance? what does your transcript show? did you get a letter from the IRS?

Did you mean to make a 2023 estimated payment. TT NEVER makes this payment, even via the tax return.

how did you pay your 2022 balance (via Turbo Tax autodebit, at the IRS website, via mailed check, anothwe way, etc.)?

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nickesonmAuthor

Yes, I used the auto debit feature. The amounts were very similar so I didn’t notice until i received a notice from the IRS. I have used the software yearly and never paid taxes ahead - something that I wouldn’t do. There is always a possibility of user error but I find this highly unlikely.

DoninGA

Employee

@nickesonm Estimated taxes cannot be made through the TurboTax software. You either have to print and mail the Form 1040-ES with a payment to the IRS or you can use the IRS website for an estimated tax payment - https://www.irs.gov/payments

If you selected to have the federal taxes owed paid from your bank account then the routing and account number along with the date of payment would have been transmitted to the IRS with your e-filed tax return.

You need to look at your Federal Information Worksheet Part V to verify that the bank routing and account numbers have been entered for a direct debit of the taxes owed.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state.

This will take you back to the 2022 online tax return.

Click on Tax Tools on the left side of the online program screen. Then click on Print Center. Then click on Print, save or preview this year's return. Choose the option Include government and TurboTax worksheets

A

Anonymous_

Employee

You can contact Support if there was some sort of program (software) error.

How do I contact TurboTax? (intuit.com)

However, it is more likely that this was some sort of input error.

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nickesonmAuthor

In order to talk to someone I would need to upgrade. There is no readily apparent way to address this issue without paying to do so.

User error is possible but I find that unlikely given that I would never pay ahead on taxes, I’m extremely tech savvy, and hold an MBA from a respected school. I’m not immune from error, but this seems a very unlikely error to make.

Critter-3

Turbo Tax does not/cannot pay your federal taxes balance due at all (even if you set up a direct payment request) and it definitely cannot pay any estimated tax payments either ...there is no place to even enter such a request in the program. If you got a bill from the IRS/state then read it carefully & save a PDF of the return to review what you may have chosen when you filed.

Did you accidentally send a payment with the 2023 estimated payment voucher by accident instead of the 2022 balance due payment voucher?

VolvoGirl

Employee

Oh and about the estimates. The estimates are optional to pay. They don't get sent to the IRS with your return so they won't be expecting them. You can ignore them if you want. They are just a suggestion. You can increase your withholding instead so you don't end up owing so much again next year. They might have printed out if you took a one time large distribution like from a IRA or 401K account.

SteamTrain

Employee

Hey all....have been following this wondering what's up...then something clicked.

This was an issue a couple months ago for several other taxpayers....though there was only one who followed it thru far enough to find out what happened.

One of them went thru painful steps...but since they had purchased Audit Defense.....they followed it thru that way, and it was found that they had their 2022 payment applied to 2023 estimated taxes too.

Myself, I'm pretty sure it's a foul-up at the IRS end...maybe a glitch at one of their processing servers, (or perhaps if they pull a random few for manual review....maybe a human messed up at that point?):

See Here:

Re: Receive CP14 Notice - ACH tax payment made but not applied to 2022 (intuit.com)

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Here's one where it wasn't tracked down, but one reply noted that there were a few similar posts (i.e. I wonder if they too, eventually found their payment was mis-applied to 2023 estimated taxes instead, or maybe just paid and moved on without finding what happened):

I paid my taxes when I submitted my e-file return. l just received a notice from IRS saying I still owe. Has anyone else had this issue? (intuit.com)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*