there are two of the estimated tax payments I made that are not showing in the list of transactions on my account.

Q) I am getting records together for filing my 2023 taxes and when I went to the IRS on line account today there are two of the estimated tax payments I made that are not showing in the list of transactions on my account. I have a confirmation email for each payments from the IRS sent to me at the time of payment and both Payments came out of my Bank account. How do I make sure I will get credit for these two estimated payments?

A) I understand that you are concerned about two of your estimated tax payments not showing up in your IRS online account. Here are the steps you can take to ensure you receive credit for these payments:

  1. Gather Documentation: Collect all relevant documentation related to your estimated tax payments, including:
    • Confirmation emails from the IRS for each payment
    • Bank statements showing the payments were deducted from your account
  2. Contact the IRS: Call the IRS customer service line at 1-800-829-1040 and explain the situation to the representative. Have your documentation ready when you call.
  3. Request a Transcript of Record of Account: A Transcript of Record of Account provides a detailed history of your tax account transactions, including estimated tax payments. You can request a transcript online through the IRS website or by calling the customer service line.
  4. Provide Documentation to the IRS: If requested by the IRS, provide copies of your documentation to support your claim. You can mail or fax the documents to the IRS, or upload them through the IRS online account if available.
  5. Once you have contacted the IRS and provided documentation, follow up to confirm that your estimated tax payments have been properly credited to your account. You can check your IRS online account or call the customer service line to verify.

Here are some additional tips for ensuring your estimated tax payments are properly recorded:

  • Make timely payments: Avoid late payments to minimize the risk of penalties.
  • Use an authorized payment method: Make payments using authorized methods like Electronic Federal Tax Payment System (EFTPS) or IRS Direct Pay to ensure they are processed promptly.
  • Keep records of payments: Maintain copies of payment confirmations and bank statements for your records.

By following these steps and taking proactive measures, you can help ensure that your estimated tax payments are properly credited and avoid any potential penalties for underpayment.