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Level 1
October 14, 2022
Question

Only partial payment can be made with this return. How can I request only a specific amount be paid from the bank account for each return, fed and state? Thanks,

  • October 14, 2022
  • 1 reply
  • 17 views
They do not qualify for installment payment so I just want to partial pay.  
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1 reply

IntuitRebecca
Level 6
October 14, 2022

Hi there,

For federal, you can enter the amount your client is paying on Misc. Info./Direct Deposit > Miscellaneous, in "Form 1040 payment (defaults to amount due) [Override]"

Not all states will have a similar option, but if your state does, it will be found on the same screen by selecting the state's abbreviation along the top. If not, the client may need to pay online or by mail. 

Rebecca

Level 4
April 17, 2023

Any idea how to set up a payment plan for a client who cannot pay the full amount due?

George4Tacks
Level 15
April 17, 2023

https://www.irs.gov/payments/payment-plans-installment-agreements

OR

Just make whatever payment they can do, wait for a bill,  pay what they can, wait for a bill, pay what they can, .... (This works and is simpler, especially if they can pay it off in a few billing cycles)

Answers are easy. Questions are hard!