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Electronic payment of federal estimates for an individual return in Lacerte

SOLVEDby IntuitLacerte Tax138Updated July 28, 2022

Federal estimates can only be paid with the e-filed 1040 returns. The estimate vouchers must be mailed for paper-filed returns.

Federal estimates can be paid electronically in Lacerte, however, this feature is only available for electronically filed returns, and must be set up before sending the return. This information will automatically be included in the client letter. Your federal estimated tax payments will be directly withdrawn from your bank account according to the estimated tax payment schedule.

To set up federal estimates electronically:

  1. Go to Screen 3, Miscellaneous Information/Direct Deposit.
  2. Select Direct Deposit of Refund/Electronic Payment from the left sections panel.
  3. Select the box, Electronic payment of estimated tax.
  4. Enter the bank account information in the Financial Institution subsection.

Additional information

  • The federal estimate payment information will be sent when you e-file the federal return. The estimate payment information isn't included with the filing of the extension.
  • The E-File Estimated Payments Wizard available in the e-file menu is only available for select federal and state returns. For a complete list refer to Using the E-file Estimated Payment Wizard in Lacerte.
  • Lacerte has no records if electronic payments of estimated taxes are being withdrawn. 
    • To find out or cancel a payment, call the IRS e-file Payment Services at 1-888-353-4537 to inquire about or cancel your payment, but wait 7 to 10 days after your return was accepted before calling.
    • Refer to the IRS Pay Taxes by Electronic Funds Withdrawal under the Cancelation, Errors, and Questions section for more information.

Tax Year 2021 Filing Due Dates

DateTax Return Type
January 18, 2022 4th Qtr 2021 ES payment due
March 15, 2022 1120S, 1065 business returns due
April 18, 2022 1040 tax returns due
1120 tax returns due
1st Qtr 2022 ES payment due
May 26, 2022 990 tax returns due
June 15, 2022 2nd Qtr 2022 ES payment due
July 31, 2022 5500 tax returns due
September 15, 2022 1120S, 1065 extended tax returns deadline
3rd Qtr 2022 ES payment due
September 30, 2022 1041 extended tax returns due
October 17, 2022 1120, 1040 extended tax returns due
January 17, 2023 4th Qtr 2022 ES payment due

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