940 Overpayment refund

Hello there, shinchieh.

I'd like to know more about your question when trying to E-file the 940 form. This way, I can provide the correct solution for that. 

On the other hand, you can take a look at these articles on how to E-file the 940 tax forms:

• E-file 940, 941, and 944 tax forms
• Understanding the E-File and E-Pay services

I'll be keeping an eye for your response about this matter. Thank you.

Hi Adrian,

Thanks for replying. In short, for 940 if there is an overpayment, will I receive a refund from IRS if I submit the form via e file directly through QB online payroll? 

Thanks for getting back to us, @shinchieh.

If you've made an overpayment for the e-filed 940, then yes! Once the Internal Revenue Service (IRS) reviews and verifies that it is eligible for a refund, they will be the one to directly send a refund to you.

Just in case, I'll also add these articles for future reference:

• E-file 940, 941, and 944 tax forms.
• Understanding the E-File and E-Pay services.

Please let me know in the comment if you have any other issues or concerns, and I'll get back to you as quick as possible. I'm always here to help. Have a great weekend!

Thanks so much!

I have the same problem. I have an overpayment, however, it will not let me even pull up the 940. It says the overpayment needs to resolved. What needs to happen?

I can guide you on how to resolve the overpayment before sending your 940 Form, @ACordell.
 

Here's how:

1. Open your QuickBooks Online account, then select Payroll Tax from the Taxes page.
2. Select Pay Taxes to check the overpayment. Overpayments appear as negative amounts.
3. Tap Resolve overpayment next to the negative amount. It will show you the breakdown of the taxes.
4. Select if applicable:
   • Apply to a future tax payment  (recommended): Your overpayment will be applied to the next liability period.
   • Request a refund - Select this option if you prefer to get a refund.
5. Hit Mark as Resolved.

Once done, a message that we have updated your payroll info and to contact your tax agency for the next steps will appear. Whether you choose to apply the overpayment to the next liability period or get a refund, you need to contact the IRS or your state agency for guidance and to complete the task.

For additional tips about submitting forms from QuickBooks Online, you can also open these articles:

• File federal and state tax forms
• Tax payments and forms Intuit payroll submits for you

If you have any other questions, please let me know by adding a comment below. I'm always here to help. Have a great day!

It doesn’t allow me to apply to a future tax payment. It tells me to contact my agency (which is the IRS).  It still does not allow me to pull up the 940. 

Hello @ACordell,

Since you're still unable to resolve the overpayment for your 940 taxes, I'd recommend contacting our Payroll Care Team. With their tools, one of our specialists can resolve and apply it to future tax payments.
 

To contact our dedicated support:

1. Go to Help.
2. Select Contact Us,
3. Enter Resolve Overpayment on the What can we help you with? field.
4. Click Continue.
5. Choose a channel where you wish to connect with our specialists.

Additionally, I've got you this helpful article for guidance in preparation for the 2020 tax season: QuickBooks Online Payroll Year-end Checklist.

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

I also see QuickBooks overpaid my 940. I believe it was something with the way they accrue it versus doing it all at the end of the year. They filled my 940 with the refund box checked- I wanted to check with you to see if you did end up getting your refund from the IRS and if this is something you are dealing with yearly?