Get My Payment Input

[dtlee]

At this point in time based on my experience with my clients, folks who had a Federal balance due in 2018 or 2019 are in the back of the line. The Get My payment does NOT even recognize them and simply states something like "No information is available". And this is causing much confusion.

I have had two clients who filed both 2018 and 2019 with a balance due who were able to enter bank information. One received payment on 4/22. The other now gets "You are eligible for the payment. Once we have your payment date, we will update this page."

[Burke]

Just to follow up once again. Based on the GET MY PAYMENT link, I can only add my banking information, for direct deposit , if I e-file a 2019 Tax return.

What about e-filing an extension for 2019? No tax due on 4868.

[sandigi]

From the IRS Q&A:
"The account information used to make an electronic payment to the IRS cannot be used as the account information for the direct deposit of your payment. If we do not have bank account information for you and your payment has not been processed yet, Get My Payment will allow you to submit your bank account information once you have properly verified your identity so that you can get your EIP via direct deposit. Otherwise, we will mail your payment to address we have on file for you."

Thanks. I haven't seen this one!

[sandigi]

In addition, it seems if a client applied their refund to the following year Estimated tax, they are receiving the same message.

Yes. I've seen this too.

[ATSMAN]

I think there is a noticed posted at that webpage that the tool is going through upgrade for the next 3 days and will be unavailable during certain hours.

[Y2KEA]

I kept getting "payment status not available". I was just now today able to enter my bank info.

[dtlee]

Does it ask for a year for AGI?

It asks this:

Please enter the following information from your 2019 tax return (filed in 2020) if you already filed. If you have not filed your 2019 tax return or it has not been processed, please use the information from your 2018 tax return (filed in 2019).

Apparently, if the 2019 return has been processed they want it from 2019, but if not, they want 2018. Of course, you don't always know if 2019 has been processed.

[TAXNJ]

It asks this:Apparently, if the 2019 return has been processed they want it from 2019, but if not, they want 2018. Of course, you don't always know if 2019 has been processed.

PROBLEM STILL: HOW DOES ONE ANSWER IF received a "REFUND" or "OWED" when THE CLIENT APPLIED THE "refund" to the following year estimated tax payment!!!!

It asks for AGI and does not ask if 2019 or 2018, then it asks if one received a "REFUND" or "OWED" but not if THE CLIENT APPLIED THE "refund" to the following year estimated tax payment!!!!


RESULT: will not recognize and asks one to start over WHETHER they place the amount applied to the following year or entered 0, rejects it, and asks to repeat the process until one tries 3 times, then kicks you out of the system, and then states to wait 24 hours to try again!

[dtlee]

PROBLEM STILL: HOW DOES ONE ANSWER IF received a "REFUND" or "OWED" when THE CLIENT APPLIED THE "refund" to the following year estimated tax payment!!!!

It asks for AGI and does not ask if 2019 or 2018, then it asks if one received a "REFUND" or "OWED" but not if THE CLIENT APPLIED THE "refund" to the following year estimated tax payment!!!!


RESULT: will not recognize and asks one to start over WHETHER they place the amount applied to the following year or entered 0, rejects it, and asks to repeat the process until one tries 3 times, they kicks you out of the system, and then states to wait 24 hours to try again!

Hopefully they fix this.

Apparently, they expect you to know which year to use for AGI & Refund/Balance Due (whichever one they have most recently processed, perhaps, but they are the only ones who know that).

Your other point is part of a larger problem. Some people have a filing requirement but neither a refund nor a balance due. They give an application error each time you enter zero until your third strike.

How could they not realize that some taxpayers neither get a refund nor have an amount due (rhetorical question)?

[Lion]

Wait two more nights and then try again!

[Rapid Robert]

Wait two more nights and then try again!

wait, didn't you just say in the other thread that instead of trying a workaround, people should just use the get my payment site? Make up your mind, is it working or not?

[dtlee]

As I mentioned in the other thread, it worked today for taxpayer with neither refund nor balance due. Client clicked on "Refund" and entered "0" as the amount. Not sure if it would have worked if they had checked "Balance Due" but that had not worked either.

[Lion]

wait, didn't you just say in the other thread that instead of trying a workaround, people should just use the get my payment site? Make up your mind, is it working or not?

Yes, and I STILL suggest going to Get My Payment. However, people have been reporting some successes, but not all successes, after the first of three nights of updates and maintenance on the system. So, I suggested waiting for the next two nights of IRS work on the system and then trying again.

I don't know if it is working yet for a specific situation your client might have, or not. That's why I suggest waiting until the IRS finishes this round of maintenance and updates. If he/you have the time, try it each day if you prefer.

I want my clients to wait, not to call me every day, all day, that it didn't work for them and now they're locked out for the day. I want them to have the best chance of success with Get My Payment. In the meantime, I'll have prepared a couple more 2019 returns.

[TAXNJ]

Yes, and I STILL suggest going to Get My Payment. However, people have been reporting some successes, but not all successes, after the first of three nights of updates and maintenance on the system. So, I suggested waiting for the next two nights of IRS work on the system and then trying again.

I don't know if it is working yet for a specific situation your client might have, or not. That's why I suggest waiting until the IRS finishes this round of maintenance and updates. If he/you have the time, try it each day if you prefer.

I want my clients to wait, not to call me every day, all day, that it didn't work for them and now they're locked out for the day. I want them to have the best chance of success with Get My Payment. In the meantime, I'll have prepared a couple more 2019 returns.

Correct suggestion. The system was updated the other day to allow those who filed 2018 with an amount DUE to enter bank information.

However, as of this a.m. it is not updated yet to allow those returns showing the REFUND was applied to the following year estimated tax. Maybe an update for that issue might happen.

[AZUKHiker]

TAXNJ
Correct suggestion. The system was updated the other day to allow those who filed 2018 with an amount DUE to enter bank information.

However, as of this a.m. it is not updated yet to allow those returns showing the REFUND was applied to the following year estimated tax. Maybe an update for that issue might happen.

As of this morning your second situation is working for me. I applied my 2018 refund to 2019. Went in to Get My Payment this morning. Clicked balance due (NOT refund) and entered $0. It then went through to asking for bank details. So try clicking balance due and entering $0.