Individual Amended Tax Balance to IRS

1. 1. Gather your Tax Return and Applicable Vouchers

   We have emailed you a copy of your tax return and vouchers. A copy of the files are also in Dropbox.

2. 2. Look at your Tax Letter

   Your tax return letter (Page 2 of your tax return) will tell you ALL the balances you owe.

   How to Read the Tax Letter:

   • Tax Year for payment is in Red

   • The IRS tax balance due is in Pink

   

3. 3. Find your 1040-V Voucher

   The voucher will have instructions to mail a check if you wish to. Please continue the instructions if you choose to pay online.

   How to Read the Voucher:

   • Tax Year for payment is in Red

   • Payment Amount is in Pink

   *The voucher may be labeled (Amended), ensure that it matches with the amount on your tax letter

   (Please be aware that a voucher MAY NOT be provided if Shelby has directed you to make the payment directly, or if this was already accounted for during the tax planning process)

   

Go to www.irs.gov/payments

1. 4. Click on Direct Pay with bank account

   

2. 5. Click on Pay individual tax

   

3. 6. Click on Make a Payment

   

4. 7. Enter the Following Information to Pay Tax Balances

   Click the following:

   Apply Payment to - 1040

   Reason for payment - Amended Return

   Tax Period for Payment - Year mentioned on the voucher (In red)

   

5. 8. Click on CONTINUE after entering the previous information

   

6. 9. Verify Identity

   Confirm your identity and information from a previous tax return. For example: For tax year 2021, I will verify my information using my 2020 tax return.

   Ensure ALL information is the same as the previous tax return or it will not be verified. Information can be found on the IRS tax return except for the birthdate, which can be found on the first page of the California tax return (540).

   Enter the following information:

   Tax Year for Verification - Prior year tax return you are confirming

   Filing Status

   First Name

   Last Name

   Confirm Last Name

   SSN

   Confirm SSN

   Date of Birthday*

   Country of Residence

   Street Address

   Apt/Suite/Other

   P.O. Box

   City

   State/US Territory

   Zip Code

   Accept all rights to the Privacy and Paper Reduction Act

   *If you have issues verifying your account double-check

   • Birthday - See Step 9

   • City - Example: If you live in North Hollywood but your return says Los Angeles, you need to enter Los Angeles.

   

7. 10. Extra Help: Confirmation of Birthday on CA Tax Return

   The California tax return has all the information needed to verify your identity. The CA tax return includes the birthdate (in blue)

   

8. 11. Enter Payment Amount and Bank Account Information

   Enter the following:

   Payment Amount - The amount can be found on the tax letter and the vouchers

   Confirm Payment Amount - Retype the amount

   Payment Date - Choose the date you would like to make the payment

   Routing Number

   Account Number

   Confirm Account Number

   Account Type - Checking or Savings

   

9. 12. Enter Email and Click on Continue

   Enter the following information:

   Email Address

   Confirm Email Address

   The IRS will email you the confirmation of payment. Keep for your records and feel free to email Linka & Associates with the confirmation.

   

10. 13. Check Email for Email Confirmation

    If you still have questions email info@linkacpa.com or call at 818-691-0060.