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Electronic payment of partial balance due

kwfulk
Level 1
Electronic payment of partial balance due. Client would like to pay a partial payment when he electronicaly files and pay the balance in 60 to  90 days. An installment agreement request would not be abbplicable
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itonewbie
Level 15

If all you want is to authorize a payment for less than the balance due, you can override that on Screen 3 under Miscellaneous > Form 1040 payment (defaults to amount due) [O].

You should then either generate a separate 1040-V which your client would use to pay the remaining balance or provide the instructions for your client to settle that via Direct Pay or pay by debit/credit card.

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3 Replies 3
itonewbie
Level 15

If all you want is to authorize a payment for less than the balance due, you can override that on Screen 3 under Miscellaneous > Form 1040 payment (defaults to amount due) [O].

You should then either generate a separate 1040-V which your client would use to pay the remaining balance or provide the instructions for your client to settle that via Direct Pay or pay by debit/credit card.

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

D2018
Level 2
Can you do this in Tax online?
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George4Tacks
Level 15
yes

ex-AllStar
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