Payment by credit card for balance due on returns, estimates, and extensions (1040/1041/990)

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Taxes due on returns, estimates, and extension can be paid using a credit card. However, the IRS does not allow the credit card information to be submitted with the returns, estimate vouchers, or extensions. 

Credit card payments need to be made using one of the IRS approved payment systems. 

Credit card payment systems

According to the IRS a taxpayer can user their American Express, Discover, MasterCard, or Visa Card to make tax payments for returns, estimated tax payments, and extensions. A convenience fee will be charged by the service provide based on the amount paid. 

Note: The taxpayer will be told what the fee is during the transaction and will have the option to either continue or cancel the transaction.

Payments and questions about the provider's fees can be found by calling their toll-free automated customer service number or visiting the website below. 

Link2Gov Corporation

888.729.1040

888.658.5465 (Customer Service)

www.pay1040.com

Official Payments Corporation

800.272.9829

877.754.4413 (Customer Service)

http://www.officialpayments.com

Electronic Federal Tax Payment System 

800.316.6541 (Customer Service)

http://www.eftps.gov

Payments using Electronic Federal Tax Payment System (EFTPS) can be made and scheduled up to a year in advance. There is no charge for using this payment method.

Make sure to enroll in the EFTPS early, as it can take 10-15 days to complete the enrollment process. 

Client instructions

When using any of the IRS approved payment systems, you need to provide information to you clients about making the payments. 

Filing Instructions

You can include information on credit card payments in the client's printed filing instructions. There are three custom paragraphs regarding credit card payment information. Each of the custom paragraphs can be added by selecting the paragraph from the Custom paragraph drop-down on the Letter screen, in the General folder. 

  • For returns, select the Credit Card Payment (FI) custom paragraph.

  • For estimates, select the Estimates Credit Card Payment (FI) custom paragraph.

  • For extensions, select the Extension Credit Card Payment (FI) custom paragraph.

Note: If you use combined filing instructions for federal and state returns, do not select the Estimates Credit Card Payment (FI) custom paragraph. Simply select the Credit Card Payment (FI) custom paragraph.

Form 9325

If your client's return is being electronically filed, Form 9325, Acknowledgement and General Information for Taxpayers Who File Returns Electronically, provides information about credit card payments for any balance(s) due. 

This form can be printed for electronically filed returns from the E-File Status Print dialog. Access this dialog by clicking the icon in the program toolbar.

 

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