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June 1, 2019
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Extension and direct payment, where to record it now

  • June 1, 2019
  • 1 reply
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when I filed an extension, I also made a direct payment.  Where or how do I claim that payment as part of my refund now that I am filing my taxes?
Best answer by VolvoGirl
If your extension payment did not automatically show up on 1040 line 70 you need to enter it.  So make sure it's not already there before you enter it!

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 H&B version)
Deductions and Credits
Choose Jump to Full List -or  I'll choose what I work on
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

1 reply

VolvoGirl
VolvoGirlAnswer
June 1, 2019
If your extension payment did not automatically show up on 1040 line 70 you need to enter it.  So make sure it's not already there before you enter it!

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 H&B version)
Deductions and Credits
Choose Jump to Full List -or  I'll choose what I work on
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