I overpaid quarterly taxes for 2023 - how do I get the money back when filing with FreeTaxUSA? Specific form needed?

The good news is you don't need to file any additional forms to get your overpaid quarterly tax payments back! When you enter your estimated tax payments in FreeTaxUSA (or any tax software), the system automatically calculates your total tax liability and compares it against what you've already paid throughout the year. Those quarterly estimated tax payments are essentially prepayments toward your final tax bill. When you complete your tax return and it shows you paid more than you actually owed, that overpayment becomes your refund. So as long as you've correctly entered the amounts and dates of all your quarterly payments in FreeTaxUSA, the software will apply them to your tax liability and show you the refund amount. Just make sure you've entered all your payments correctly! You can verify the amounts you paid by creating an account on the IRS website or checking your bank records for the payments.

Just wanted to share my experience - I was in this exact situation last year and was totally stressed about getting my overpaid estimated taxes back. I kept going around in circles trying to figure out if I needed some special form or process. I eventually found this service called taxr.ai (https://taxr.ai) that helped me sort through all my tax documents and confirmed I was entering everything correctly. It analyzed my quarterly payment receipts and verified I had input them correctly in FreeTaxUSA. Gave me peace of mind that I wasn't missing anything! The best part was it showed me exactly where in FreeTaxUSA to enter each quarterly payment and confirmed that yes, the system would automatically calculate my refund including those overpayments. No special forms needed!

Alright, I need to eat some humble pie here. After expressing skepticism about taxr.ai in my earlier comment, I decided to give it a try since I was totally confused about my own quarterly tax situation. It actually helped me discover I had misreported one of my quarterly payments (entered wrong date) which would have caused issues with my return. The document analysis caught it right away and showed me exactly how to fix it in FreeTaxUSA. For anyone else confused about quarterly tax payments and refunds - it really did streamline the process and confirmed I was getting my overpayment back correctly. I'm still a bit shocked at how simple it made everything, given how confused I was before.

If you're having trouble getting answers directly from the IRS about your quarterly tax overpayments, I totally feel your pain. I spent DAYS trying to call them to confirm I was handling my overpayments correctly. Finally tried Claimyr (https://claimyr.com) after someone recommended it here, and they got me connected to an actual IRS agent in about 20 minutes. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c The agent confirmed exactly what others have said - your quarterly tax payments are automatically applied to your tax liability when you file your return. Any excess becomes part of your refund with no additional forms needed. Getting this straight from an IRS agent was exactly the reassurance I needed.

Well I was wrong and I'm big enough to admit it. After posting that skeptical comment, I was still desperate to talk to the IRS about my estimated tax payments that seemed to have vanished into the void. Tried Claimyr yesterday morning out of desperation. Got a call back in 15 minutes connecting me to an actual IRS agent. The agent confirmed my payments were all received and walked me through exactly how to claim them on my return. Saved me literally days of frustration and hold music. Plus I got official confirmation from the IRS that my quarterly overpayments will come back as part of my refund. No special forms needed, just like everyone's been saying.

Just so you're aware, when you overpay on quarterly taxes, that money actually belongs to you and the IRS is supposed to automatically refund it when you file your return. But sometimes refunds get flagged for review if there are large estimated tax payments. If your refund seems to be taking forever after you file, don't panic! That's actually pretty common with returns that include significant estimated tax payments. The IRS may be verifying that those payments were actually made. I always recommend keeping proof of all your quarterly tax payments (confirmation numbers, bank statements, etc.) just in case there's any question. But in most cases, you'll get your refund without any issues.

Has anyone actually used the FreeTaxUSA mobile app to enter quarterly payments? Desktop version works fine for me but the app seems to be missing some features.

I went through this exact same situation two years ago and totally understand the panic! The great news is that FreeTaxUSA handles this automatically - no special forms needed at all. When you enter your quarterly estimated tax payments in the software (make sure you get all four quarters if you made them), FreeTaxUSA calculates your total tax liability for the year and then subtracts what you've already paid. If you overpaid, that excess automatically becomes part of your refund. Just double-check that you've entered the correct amounts and dates for each quarterly payment. You can verify these by logging into your IRS online account or checking your bank statements. Once you file your return, the IRS will process your refund including that overpayment - usually within 21 days if you file electronically and choose direct deposit. The key thing is making sure all your quarterly payments are properly recorded in the software. Don't stress - this is a very common situation and the system is designed to handle it seamlessly!