I made a one-time estimated tax payment in June 2022. When filing my taxes for tax year 2022, will I get a form in the mail from IRS (like I do with my W2 from my employer), showing exactly how much taxes I already paid during the year and what quarter it was paid? Or, would I have to keep track of this myself and file appropriately?
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A side note... definitely check the website even if you have an email confirmation AND a transfer from your bank account. I know people (myself included) who are having payments not show up for 2022 (seems like Q3 estimated payments are the main ones having issues).– Stan HCommented Jan 28, 2023 at 17:54
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1 Answer
No, those payments need to be self-tracked.
If you made payments online or by IRS Direct Pay, you should have received an email confirmation of the payment request. This doesn't confirm successful payments.
You can go to the IRS' website and log into your online account (you may need to create one). There's a "payment activity" section that shows your pending, scheduled, and confirmed payments.
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2Got it...I wonder, if I had forgotten to report the estimated taxes I already paid, and end up overpaying in taxes when I file, will IRS notice that and send me a refund, or I would just overpay taxes without anyone noticing?– jackCommented Jan 28, 2023 at 19:05
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1They may notice and automatically reconcile it, but if they don't, you'll want to file an amended return with the correct info.– Stan HCommented Jan 28, 2023 at 19:14
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2In addition to IRS' online (web) account, they have a smartphone app, AND you can request (by web, phone, or mail) that an account transcript be mailed to you. Plus if you pay from a bank or credit card (I don't recommend the latter because it costs extra, but the option exists) every such account I have or have ever had provides(d) monthly statements, which you should look at and usually keep for a while, and today all of them all have websites which you/I can just look at or download the data. Commented Jan 29, 2023 at 4:00