How do you correct a 2021 tax payment made on IRS.gov that was made as a 2022 estimate by mistake?

Forum|Forum|4 years ago
June 27, 2022
15 replies
163 views

Client was trying to make her tax payment for 2021, but made a 2022 estimated payment by mistake. She didn't realize her mistake until she received an IRS notice for her tax due.

Individual

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Either you (with POA) or she needs to call IRS and get the payment moved to the correct year.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

C

Christine RepAuthor

Level 3

She said she called them and they said they couldn't and she would need to make another payment for her taxes. Since it's over $12,000, this is really not a good solution for her. Do you think it was just a matter of talking to the wrong person at the IRS?

dkh

Level 15

Do you think it was just a matter of talking to the wrong person at the IRS?

Yes - in my opinion the IRS rep was incorrect. I have a client that has done this for the past two years when making the Jan estimate. I called (have 2848 on file) and was able to have the payments moved to the correct years.

S

scgfs

Level 2

Hi, All you need to do is contact the IRS and have them transfer the payment to the correct tax year. Does not require more than that. I would recommend to always use the IRS.gov pay taxes website and select correct tax year and what type of tax.

C

Christine RepAuthor

Level 3

The problem that I continue to have is the inability to reach a person to talk to at the IRS. I have been hung up on so many times, I think they are blocking my number. 😉

Just-Lisa-Now-

Intuit Community Champion

You have to hammer that PPS phone number like youre trying to be caller 100 for concert tickets on the radio!

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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