What this notice is about
We couldn't apply your overpayment to your next year’s estimated taxes like you asked.
What you need to do
- Read your notice carefully - it explains why we couldn't apply your overpayment and may include next steps.
- Update your own copy of your tax return for your records.
- Adjust the amount of your current year's estimated tax payments so you don’t end up underpaying.
You may want to
- Explore your payment options if you need help paying any remaining balance.
- Access your Online Account to view your account information.
Frequently asked questions
Use Form 1040-ES, Estimated Tax for Individuals PDF to calculate and adjust your estimated payments. You can also check Publication 505, Tax Withholding and Estimated Tax for more guidance.
An overpayment means you paid more tax than you owed during the year - either through paycheck withholding or estimated payments. You can choose to have this extra amount refunded or applied to your next year's taxes.
Call us at the number shown on your notice. We can explain exactly what happened with your tax return.
No. This notice is your confirmation of how we applied your overpayment to your account.
Tips for next year
Consider filing your taxes electronically. Filing online can help you avoid mistakes and find credits and deductions that you may qualify for. In many cases you can file for free.
Helpful information
Herramientas de referencia
¿Necesita ayuda?
- Puede autorizar a alguien (en inglés) para que le represente ante el IRS o para que inspeccione y/o reciba su información tributaria confidencial.
- Puede ser elegible para recibir la ayuda gratuita del Servicio del Defensor del Contribuyente (TAS, por sus siglas en inglés).
- Puede calificar para recibir la ayuda de una Clínica para Contribuyentes de Bajos Ingresos.
- Puede llamar al número de teléfono que se indica en su carta o aviso. Si no recibió una carta o aviso, consulte Permítanos ayudarle.