DEO Posted August 10, 2019 Report Share Posted August 10, 2019 E-filed client 2018 return and at the same time calculate and gave them their estimated tax vouchers for 2019. Client called after forms were e-filed and indicated that IRS tried to debit her bank account for 1st qtr estimated tax. Client called IRS and had the first qtr tax resolved. However, IRS tried again and attempted to take funds for 2nd qtr. I looked over all the forms and cannot find where I indicated for the IRS to take the funds out. Contacted CCH help, and support cannot help. Support requested I called the IRS, that only they can help Looked over at what forms were efiled and the estimated vouchers were included, but the estimated payment option was not completed. My fear is that the IRS would now try to take funds for the 3rd and 4th qtrs. Does any one have an idea where in the estimated tax worksheets that would trigger the forms to be e-filed, so that I can avoid future disasters. Thanks for any help Quote Link to comment Share on other sites More sharing options...
Abby Normal Posted August 10, 2019 Report Share Posted August 10, 2019 Look in the efile manager and see what you transmitted for this client. Quote Link to comment Share on other sites More sharing options...
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