Question

Hello. I filed my 2022 tax returns. I received a refund from my State returns but had to pay on my Federal. But Turbotax did not apply the State to the Federal. Why not?

Forum|Forum|3 years ago
March 7, 2023
1 reply
0 views

I selected the option to apply my State tax refund to what I owed on my Federal. But Turbotax did not apply and my credit card was billed for the total amount. Why?

TurboTax Deluxe Online

VolvoGirl

Employee

Sorry you misunderstood. You can never have a tax due deducted from a refund. You will still get the full refund and have to pay the full tax due yourself. Turbo Tax just showed you a screen at the end combining federal and state . But that was only for your own info.

You can only have the Turbo Tax fees deducted from your refund (and only from a federal refund).

M

music4ibcAuthor

That's not what it said as an option. The last screen did not combine State and Federal. Both were separate. In fact, State was $0. It didn't show even a refund. Plus, Turbotax billed me for all fees to them. It showed up on my credit card statement. Nothing was taken out of my State to apply toward their fees.

X

xmasbaby0

Employee

@music4ibc You misunderstood a summary that netted the difference between a tax due and a refund you were getting. It is NEVER possible to pay a federal tax due from a state refund, or to pay a state tax due from a federal refund. Never. The only thing that can be paid from a federal refund is your TurboTax fees, when you choose "refund processing" and allow a third party bank to receive your federal refund, remove your TT fees and send you the rest of the federal refund.

If you have federal tax due you can pay by mailing your payment with the 1040V voucher, (which has the address printed on it, having the payment taken out of a designated bank account, or you can pay directly on the IRS website.

https://www.irs.gov/payments

https://ttlc.intuit.com/community/tax-payments/help/how-can-i-pay-my-federal-taxes/00/26212

https://ttlc.intuit.com/community/tax-payments/help/how-do-i-pay-my-irs-tax-due-with-a-check-or-money-order/00/26403

To apply for a payment plan with the IRS

Apply Online for a Payment Plan

You must pay your state tax due using the state’s preferred method of receiving payment. For most states that will be by making a payment to the state’s own tax website, or by mailing a check or money order.

https://ttlc.intuit.com/questions/1900884-what-are-my-options-for-getting-my-state-refund-or-for-paying-any-state-taxes-i-owe

https://ttlc.intuit.com/questions/1901670-how-do-i-contact-my-state-department-of-revenue

**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.**