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TXBD
Level 3
September 29, 2023

How to add line 38 to line 37 on the 1040 for the IRS to withdraw from a checking account

  • September 29, 2023
  • 2 replies
  • 12 views

I am having issues adding the Estimated Tax Penalty (Line 38) to the 'amount you owe (Line 37) for the IRS to automatically withdraw from the client's bank account.

Is there a way in Part IX-Electronic Funds Withdrawal Option to add the balance due and estimated penalty tax or anywhere on the 1040 to add the penalty charge to the balance due to transfer to Part IX?

Suggestions are appreciated.

Thank you in advance.

This topic has been closed for replies.

2 replies

Level 15
September 29, 2023

The last I checked, the 1040 automatically added line 38 to get the total owed on line 37, and that the program uses that total amount for the withdrawal.  You need to do extra work to NOT make that happen.

Are you saying the program is NOT automatically adding line 38 into the total on line 37?

Intuit Community Champion
October 1, 2023

Did you complete the 2210