Get My Payment Input

[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)?

[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]

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.

[Y2KEA]

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

[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.

[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.

[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!

[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.

[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."

[MichaelDi09]

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. 2018 Taxes were filed, but IRS is not allowing updated information for that year, for purposes of stimulus payment. Back of line I sit...

[MichaelDi09]

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 concur , as after digging further into the GET MY PAYMENT link, I found where any balances owed and paid on prior yr 2018 or 2019, using current banking info for withdraw, is NOT being recognized, in this format, for Direct Deposit. Really, really frustrating! And , I would love to know where on the link, I can enter the bank information , so as to avoid waiting for a check in the mail ? Option isn't available to me , as I have searched.

[TAXNJ]

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.

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

[ATSMAN]

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.

[sandigi]

I've tried both with and without . get same response, "payment status not available"
I also looked over the faq section to find out if my banking info from 2018 , which I owed money, and was electronically withdrawn from SAME bank account I'm looking for Direct deposit would be ok?
Apparently , IRS will not be able to make a direct deposit, although info was same and provided on 2018 , because it was a balance paid , not a refund direct deposited that year.
Crazy!
I guess I may see a check in mail sometime this summer.

Beyond frustrated with the glitches.

I have a theory although I haven't seen it published on IRS or Treasury sites.
The 2018 & 2019 returns with refund and direct deposit: Stimulus PAYMENT was direct deposited. 5 confirmed cases.
If you owed and even if you paid via ACH payment from tax software, the PAYMENTS were not processed (3 confirmed cases). . . maybe will be processed and paid later?

[MichaelDi09]

That's not the same thing as "information does not match our records." I never even saw AGI input; must be on a second screen which I couldn't get to. Does it ask for a year for AGI?

I never saw question asking for AGI . I was just checking on status of my stimulus payment. And I checked again today, same IRS response , then exit .