estimated payments

[Littrell]

The client doesn't remember if they made estimated payments for federal. How do I verify the payments mailed in with coupon 1040es

Thanks

[Rapid Robert]

The client doesn't remember if they made estimated payments for federal. How do I verify the payments mailed in with coupon 1040es

Have client obtain a Tax Account Transcript either online or by phone.

" Note: If you made estimated tax payments and/or applied an overpayment from a prior year return, you can request this transcript type a few weeks after the beginning of the calendar year to confirm your payments prior to filing your tax return."

[Littrell]

If I have access to account transcript through canopy software. Can I get that information without bothering the client

[TAXNJ]

Does the....

The client doesn't remember if they made estimated payments for federal. How do I verify the payments mailed in with coupon 1040es

Thanks

client remember if they have a bank account? If yes, check the bank statements for payments.

[TAXNJ]

Contact....

If I have access to account transcript through canopy software. Can I get that information without bothering the client

Canopy customer service. What do you use Canopy for?

[Rapid Robert]

If I have access to account transcript through canopy software. Can I get that information without bothering the client

Why don't you try it and report back?