Automatic Estimated Tax Payments

[burchfieldcpas]

Can you e-file an Amended 2021 tax return to set up automatic estimated tax payment withdrawals for 2022?

[Just-Lisa-Now-]

I would uncheck the ES payment schedule....I dont think it sends again, but I wouldnt take any chances.

[dkh]

I think the OP is asking if the estimates weren't setup with the orginal efiling can automatic electronic estimates be set up with an amended return .

My question @burchfieldcpas .... is there actually a need to amend the return or is it only to activate the auto estimates function?      

[Just-Lisa-Now-]

Oh, maybe so. Ive seen people ask about the ES payments getting sent again if they amend a return where they had them scheduled...I dont think they send them with a amended, too much of a chance for them to get scheduled twice.

[burchfieldcpas]

The reason for the amended return would be to establish automatic estimated tax payments.

[Just-Lisa-Now-]

Just use IRS Direct Pay and schedule them.

[Just-Lisa-Now-]

Oh IRS DP will only allow you to schedule 2 payments each day, so you need to do 2 of them one day, then go back again the next day for the final one...no clue why they have this limit.

[dkh]

I used IRS Direct pay last year when PS was having issues with auto estimates.  It made me nervous, so I went with direct pay - liked having the receipt in hand.

And yes, can't schedule all the same day.  

[HS45]

The reason for the amended return would be to establish automatic estimated tax payments.

This is exactly what I would like to do. 

Is this acceptable? Would the bank information from the 1040 be transferred to the IRS with the 1040X? 

Thank you

Harry

[Just-Lisa-Now-]

I not sure auto ES payments will go with an EF amended return, I personally wouldn't trust it to happen.  

Id set them up at IRS DirectPay to be sure they actually get scheduled.   I think IRS still limits how many payments you can set up on a  daily basis, to 2.  Youd have to schedule the first 2, then log back in the next day to schedule the last 2.  DirectPay gives you a printed confirmation, much more reliable than the software.