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How do I request a refund from IRS for overpayment?

If the payments made exceed the amount of tax, then the amount of the overpayment is entered on the overpaid line in the Refund section of Form 1040. Taxpayers can choose to apply any portion of their overpayment to the following tax year or receive their refund as a check or direct deposit.

Should I apply overpayment to 2023 taxes?

While youre not required to apply your overpayment of taxes to next year, doing so allows you to get a head start on next years taxes. This may be especially helpful if youre going to have income thats not subject to withholding.

How do I ask the IRS for a refund?

Use Wheres My Refund, call us at 800-829-1954 (toll-free) and use the automated system, or speak with a representative by calling 800-829-1040 (see telephone assistance for hours of operation). If you filed a married filing jointly return, you cant initiate a trace using the automated systems.

How is the IRS overpayment applied to the next year?

Taxpayer who overpay their income taxes in one year can apply all or part of their overpayment to the next years tax. This is done by indicating on their return the amount to the next years tax estimated tax. For more information about estimated taxes, refer to Form 1040-ES, Estimated Tax for Individuals.

Can overpayment be refunded?

Refund of an overpayment: If a customer overpays an invoice and requests a refund, the overpayment should be recorded as a liability in a separate account. When the refund is issued, the liability account should be debited, and the cash account should be credited.

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How do I get the most back on my taxes 2023?

Its also why it could be smart to talk to a tax preparer, so you dont miss any. Earned Income Tax Credit. Child Tax Credits. Child and Dependent Care Credit. Savers Credit. Deductions and credits for teachers and educators. Contributions to a traditional 401(k) Student loan deductions. Self-employment deductions.

Can you get a refund for overpayment?

In the case of an overpayment of income taxes, a claim for refund or credit is generally made on the appropriate income tax return originally filed by the taxpayer.

Will the IRS refund me if I overpay?

If the payments made exceed the amount of tax, then the amount of the overpayment is entered on the overpaid line in the Refund section of Form 1040. Taxpayers can choose to apply any portion of their overpayment to the following tax year or receive their refund as a check or direct deposit.

How do I contact the IRS about an overpayment?

You may call us toll-free at 800-829-1040, M - F, 7 a.m. - 7 p.m. Generally, if the financial institution recovers the funds and returns them to the IRS, the IRS will send a paper refund check to your last known address on file with the IRS.

How do I talk to a live person for IRS refund?

Or: Call 1-800-829-1040, 7 AM - 7 PM ET Monday through Friday local time to speak to a representative about an individual tax return. The wait times to speak with a representative may be long.

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