Lion EA Posted January 24, 2023 Report Posted January 24, 2023 Late filing 2021 client owed a lot but wanted to wait to e-file, so paid about $35,000 to IRS and $4,000 to state using IRS DirectPay and state equivalent after Thanksgiving sometime but is e-filing today, probably. Where do I, or do I, enter those amounts on the 2021 return? They're obviously neither an extension payment nor an estimated payment for 2021. Do I leave their balance due showing those amounts and leave it to the IRS/state computers to match their balance due with their December-ish payments? Or, do I enter them someplace and leave it to the computers to match their payments? Quote
Lee B Posted January 24, 2023 Report Posted January 24, 2023 I did this with my own return last year in February although the amounts were not this large. I just left the balance due amounts showing. No Problems. 1 Quote
Lion EA Posted January 24, 2023 Author Report Posted January 24, 2023 Good to know. Thank you. This is also one of those cases where the wife is taxpayer and the husband is spouse. The wife does handle the finances, and she DID make the payments in her SSN as instructed by me. So hopefully all goes well with the ancient IRS computers. (Found out when working on their return in the fall that they hadn't made ES payments. But not a return you want to paper file with part-year overseas after 7 years overseas, part-year state, couple of college coeds, husband's mother passed away leaving IRA distributions and investments to husband, self-employment, other investments, state with different rules for part-year, etc. I'm not allowing some IRS/state data entry clerk to put this return in the computers after I've carefully proofread it, not risking something entered on wrong line changing the returns!) Quote
Lee B Posted January 24, 2023 Report Posted January 24, 2023 Yeah, the IRS has problems matching Direct Payments made in the spouse's name. 1 Quote
Abby Normal Posted January 24, 2023 Report Posted January 24, 2023 Use the other payments line. I've put these kinds of payments as estimates or extension payments before, and the IRS will send a matching notice, even if total payments is correct. 2 Quote
Max W Posted January 25, 2023 Report Posted January 25, 2023 On 1/24/2023 at 10:30 AM, cbslee said: Yeah, the IRS has problems matching Direct Payments made in the spouse's name. It shouldn't be a problem as long as spouse is the primary taxpayer, which it is in this case. Quote
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