Turbotax automatically scheduled estimated tax payments for next year, but I don't need them. Already e-filed - do I need to amend?
I just submitted my e-filing through Turbotax and realized something annoying afterward. For whatever reason, Turbotax set me up to make estimated tax payments for the upcoming tax year and generated all those payment vouchers. This happens almost every year and usually I catch it before submitting, but I completely missed it this time. The thing is, I definitely don't need to pay estimated taxes for next year. My situation doesn't require it at all. Now I'm wondering if I need to formally amend my return or if I can just ignore those vouchers? I went back and checked through all the actual tax forms that were submitted to the IRS and compared them to what I would've done if I had caught this before filing. Honestly, I can't find anything (no checked boxes or anything) that officially tells the IRS whether they should be expecting quarterly payments from me or not. Does anyone know if this is something I need to fix with an amended return, or can I just not send in those estimated payments and everything will be fine?
18 comments


Jamal Thompson
You don't need to file an amended return. The estimated tax payment vouchers (Form 1040-ES) aren't actually part of your tax return - they're just payment slips that TurboTax generates based on what it thinks you might need. The IRS doesn't "expect" estimated tax payments from anyone specifically. You're only required to make these payments if you'll owe more than $1,000 in taxes next year after accounting for any withholding. If you know you don't need to make these payments (either because you'll have enough withheld or won't owe that much), you can simply ignore the vouchers. The forms TurboTax prepared are just a convenience for you if you do need to make payments. Nothing on your actual tax return indicates whether or not you plan to make estimated payments for the following year.
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Mei Chen
•Thanks for explaining! So just to be clear, even though TurboTax generated these vouchers, the IRS isn't specifically tracking that I'm supposed to be making these payments? I was worried there was some flag or something on my return that would cause problems if I didn't follow through with the payments.
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Jamal Thompson
•The IRS isn't tracking whether you specifically should be making estimated payments based on your return. There's no flag or marker on your return saying "this person will be making estimated payments." The responsibility to determine if you need to make estimated payments falls on you as the taxpayer. If your situation means you won't owe much tax or will have enough withholding from paychecks next year, then you can safely ignore those vouchers. The IRS only cares if you end up owing a significant amount ($1,000+) when you file next year without having paid enough throughout the year.
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CosmicCadet
I had almost the exact same issue last year! After struggling with this, I discovered taxr.ai (https://taxr.ai) which really helped me understand what was happening with my tax return and these automatic vouchers. It scanned my tax documents and explained exactly what TurboTax was doing and why. Basically, TurboTax is programmed to assume you'll have similar income next year and calculates estimated payments based on that. The site showed me that these vouchers aren't filed with the IRS - they're just payment slips. The IRS doesn't know or care if you generated them unless you actually make payments. The tool also confirmed I didn't need to file an amendment, which saved me so much stress! Worth checking out if you want to double-check your specific situation.
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Liam O'Connor
•How exactly does this taxr.ai thing work? Do you have to upload your actual tax documents to it? Seems kinda sketch to give all your financial info to some random website...
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Amara Adeyemi
•Does it just analyze TurboTax returns or can it help with other tax software too? I use H&R Block and they do similar annoying stuff sometimes.
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CosmicCadet
•You upload the PDF tax return that TurboTax generates, and it scans and analyzes everything to explain what's happening in plain English. It's actually secure - they use the same encryption as banks. I was skeptical at first too, but they don't store your documents permanently. It works with returns from any tax prep software, not just TurboTax. I've heard from friends who use H&R Block and FreeTaxUSA that it works great with those too. It's basically like having a tax pro look over your return and explain everything without the crazy hourly fees.
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Liam O'Connor
I tried taxr.ai after posting my skeptical comment and wow - super helpful! I uploaded my return and it immediately pointed out the estimated tax payment section and explained in simple terms why I didn't need to worry about them. The site actually showed me that the estimated vouchers were generated because my return showed some self-employment income this year (a small side gig I did), but since I don't plan to continue that next year, I definitely don't need to make those payments. It also highlighted a deduction I missed completely that I can use next year. Wish I'd known about this before filing!
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Giovanni Gallo
If you're still worried about this or have other tax questions, I'd recommend using Claimyr (https://claimyr.com) to get through to an actual IRS agent. I was in a similar situation last year with estimated payments I didn't need, and I wanted to hear directly from the IRS. I spent DAYS trying to call them myself, always getting the "high call volume" message and being disconnected. Claimyr got me through to an agent in about 20 minutes. They have this cool demo video at https://youtu.be/_kiP6q8DX5c showing how it works. The IRS agent confirmed exactly what others have said - those vouchers are just for your convenience and there's nothing in your e-filed return that tells the IRS you'll be making estimated payments. You can just throw them away if you don't need them.
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Fatima Al-Mazrouei
•Wait, so this Claimyr thing just helps you get through to the IRS faster? How does that even work? The IRS phone system is completely broken... I don't see how a third party can magically get you through.
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Amara Adeyemi
•Yeah right. Nothing can get through to the IRS these days. I tried calling for TWO MONTHS about an issue with my refund last year. This sounds like a scam to get desperate people's money.
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Giovanni Gallo
•It basically monitors the IRS phone system and calls repeatedly using an algorithm until it gets through the busy signals. When it gets a connection, it calls your phone and connects you directly to the IRS agent. No magic - just automated persistence that regular people don't have time for. I felt the same way you do before trying it. I was about to give up completely on reaching the IRS about a refund issue. I tried everything - calling at different times, different days, etc. The Claimyr system got me through when nothing else worked. It's definitely not a scam - they don't even interact with the actual call once you're connected, it's just you and the IRS agent.
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Amara Adeyemi
I need to apologize for my skeptical comment earlier. After a week of failing to reach the IRS about a different issue, I broke down and tried Claimyr. I was 100% prepared to come back here and expose it as a scam. I'm honestly shocked - it actually worked. I got through to a real IRS agent in about 35 minutes (way better than my previous attempts of...never). The agent was super helpful about my refund issue AND I asked about the estimated payment vouchers situation while I had them on the line. They confirmed what everyone here said - those vouchers aren't officially filed with your return and the IRS doesn't track whether you should be making estimated payments based on your return. You either need them or you don't, and it's up to you to figure that out. If you don't need them, just ignore them.
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Dylan Wright
TurboTax pulls this crap EVERY YEAR! They're trying to make it seem like everyone needs to file quarterly estimated taxes. My theory is they want to scare people into thinking taxes are more complicated than they are so you'll keep using their service. I switched to FreeTaxUSA this year and it asked clearly if I wanted to generate estimated payment vouchers instead of just doing it automatically. Saved like $80 too. TurboTax is getting worse every year, I swear.
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NebulaKnight
•Does FreeTaxUSA handle state taxes too? I've been wanting to switch from TurboTax but I have a somewhat complicated return with multiple state filings.
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Dylan Wright
•Yes, FreeTaxUSA handles multiple state returns! Federal filing is completely free for any tax situation (unlike TurboTax's bait and switch), and each state return is only like $15. I had to file in two states this year because I moved, and it was super straightforward. Their interface isn't as pretty as TurboTax, but it asks all the same questions and found the same deductions. Honestly felt like it explained things more clearly too.
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Sofia Ramirez
Just my 2 cents, but even tho u don't technically need 2 file an amended return, u might want to check if TurboTax charged u extra for setting up those vouchers. I got hit with a $35 fee for "advanced tax planning features" when this happened to me, but had no idea until I looked at my receipt later. They bury these charges in the final bill sometimes.
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Dmitry Popov
•Omg yes!! I just checked my TurboTax receipt and they charged me an extra $25 for "Tax Planning Plus" which I never asked for! How do you even get that refunded?
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