How do I resolve overpayments?

Depending on the tax agency's requirements and your preference, you can resolve an overpayment by:

Doing this tells us what you did with the overpayment amount, so we can properly track your tax payments and remove the tax payment reminder.

If you've already contacted the IRS or your state tax agency to take care of the overpayment, you can follow these instructions to record your actions in Intuit Online Payroll and to remove the tax payment reminder.

ClosedFor federal tax overpayments
  1. Go here.
    (Or choose Taxes & Forms > Pay Taxes.)
  2. Review the list of federal tax payments on the Pay Taxes page. An overpayment appears on the Pay Taxes page as a negative amount.
  3. For the overpayment, click Resolve Overpayment.
  4. Click what you want to do with the overpayment.
    • For federal withholding (941/944, including federal income tax, social security, and medicare), you can get a refund or apply the overpayment to the next tax period.
    • For federal unemployment (940, also known as FUTA), you can get a refund.
  5. Click Save.
  6. Contact the IRS to get a refund or apply the overpayment to the next tax period.
ClosedFor state tax overpayments

Resolve state unemployment insurance (SUI) overpayments

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  1. Go here.
    (Or choose Taxes & Forms > Pay Taxes.)
  2. Review the list of SUI payments on the Pay Taxes page. An overpayment appears on the Pay Taxes page as a negative amount.
  3. For the overpayment, click Resolve Overpayment.
  4. Click what you want to do with the overpayment. Depending on your state, you can get a refund or apply the overpayment to the next tax period.
  5. Click Save.
  6. Review the resolved overpayment. The resolved overpayment appears as a negative entry in the Tax Payments report.
  7. Contact your state's tax agency to get a refund or apply the overpayment to the next tax period.
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Contact us to resolve the overpayment.

Resolve state withholding tax overpayments

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  1. Go here.
    (Or choose Taxes & Forms > Pay Taxes.)
  2. Review the list of state withholding tax payments on the Pay Taxes page. An overpayment appears on the Pay Taxes page as a negative amount.
  3. For the overpayment, click Resolve Overpayment.
  4. Click what you want to do with the overpayment. Depending on your state, you can get a refund or apply the overpayment to the next tax period.
  5. Click Save.
  6. Review the resolved overpayment. The resolved overpayment appears as a negative entry in the Tax Payments report.
  7. Contact your state's tax agency to get a refund or apply the overpayment to the next tax period.
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Contact us to resolve the overpayment.

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