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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,

ltracey1
Level 1
They do not qualify for installment payment so I just want to partial pay.  
5 Comments 5
IntuitRebecca
Moderator
Moderator

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]"

2022-10-14_09-39-01.png

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

cakeen
Level 3

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

0 Cheers
George4Tacks
Level 15

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)


Here's wishing you many Happy Returns
anitadoherty
Level 1

Will this work for a partial electronic debit?

0 Cheers
jonric3121
Level 1

0 Cheers