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01-20-2021, 07:15 PM
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#1
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Recycles dryer sheets
Join Date: May 2006
Posts: 120
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EFTPS Documents?
For tax year 2020, I used EFTPS to make quarterly tax payments. I am now starting to collect my tax documents in preparation for filing my taxes and am wondering what document(s) EFTPS provides that shows how much I paid to them. I looked on their website but couldn't find anything.
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01-20-2021, 07:18 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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You can find your payment history eftps. A link should be on the left after you log in.
ETA (from RunningBum below): Right - you have to click on PAYMENTS on the top menu, then CHECK PAYMENT HISTORY will appear on the left.
You can see up to 16 months of payment history.
__________________
Retired since summer 1999.
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01-20-2021, 07:30 PM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2007
Posts: 13,227
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Yep, I just looked up mine today.
Click on Payments in the middle of the top menu, then
Check Payment History on the left menu.
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01-21-2021, 01:03 AM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,303
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I’ve never had a discrepancy paying state or federal estimated taxes so I’ve never cared about documentation. But it’s good to know I can pull up payment history if I ever need it, I didn’t know that. Thanks.
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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01-21-2021, 01:49 AM
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#5
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Administrator
Join Date: Jul 2005
Location: N. Yorkshire
Posts: 34,126
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 Quote:
Originally Posted by RunningBum
Yep, I just looked up mine today.
Click on Payments in the middle of the top menu, then
Check Payment History on the left menu.
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At this point I do a “print to pdf” to save a copy in my tax folder.
__________________
Retired in Jan, 2010 at 55, moved to England in May 2016
Enough private pension and SS income to cover all needs
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01-21-2021, 04:56 AM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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Yes, when I schedule a payment, I always print (to PDF) the confirmation of my scheduled payment and my current payment history (which will include the scheduled payment) for my personal records. Eftps gives you a printer friendly format option that you can use.
__________________
Retired since summer 1999.
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01-21-2021, 05:42 AM
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#7
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Recycles dryer sheets
Join Date: May 2006
Posts: 120
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OK. So it looks like there is no end of year summary document indicating the total payments made similar to what is received from banks/employers/etc. Sounds good, just didn't know what to expect. The first time is always the hardest  . Thanks for the replies.
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01-21-2021, 06:02 AM
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#8
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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No, there is no 1099 type document, but all you need is in the payment history which covers 16 months. Since payments are identified by tax year, it’s easy to extract year information.
When you make an estimated tax payment you need to identify the correct tax year it applies to. It can be easy to screw this up in Jan.
__________________
Retired since summer 1999.
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01-21-2021, 05:37 PM
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#9
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Thinks s/he gets paid by the post
Join Date: Dec 2018
Location: DuPage County IL
Posts: 2,727
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Quote:
Originally Posted by RunningBum
Yep, I just looked up mine today.
Click on Payments in the middle of the top menu, then
Check Payment History on the left menu.
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i print that and keep it in the tax year file folder as well as a digital copy in the PDF tax year folder.
__________________
Rich
Ham Radio, Sport Pilot, RVer
FIRE: 8/11/2005, age 55y,1d
Dispatcher, then shift supv, then administrator for a regional 9-1-1 call center
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02-04-2021, 10:23 AM
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#10
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Feb 2011
Location: NC Triangle
Posts: 5,807
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I finally established my EFTPS account this morning.
I’d never heard of this service until seeing it mentioned here (e-r.org). Doh!
__________________
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02-04-2021, 10:27 AM
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#11
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Thinks s/he gets paid by the post
Join Date: Aug 2011
Posts: 3,604
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Has anyone added 1041 payment access to their existing EFTPS account?
It sounds like EFTPS, in general, supports 1041 payments, but I did not see it in my choices.
If there is an easy way to do this, I would be interested. On the other hand, if it involves setting up a totally separate EFTPS account with associated authentication etc that will work only a single EIN then I suspect that I will pass.
Thanks in advance for sharing if anyone has any info on this.
-gauss
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02-04-2021, 10:43 AM
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#12
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2006
Location: Rio Grande Valley
Posts: 38,145
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Well, I usually choose 1040, but I have noticed “other” as a choice, so there must be more menus.
__________________
Retired since summer 1999.
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02-04-2021, 12:31 PM
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#13
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Thinks s/he gets paid by the post
Join Date: Nov 2005
Posts: 1,600
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Quote:
Originally Posted by gauss
Has anyone added 1041 payment access to their existing EFTPS account?
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The EFTPS login user ID is the tax ID of the entity (SSN or EIN), so you need a separate EFTPS account for each entity. It's not a big deal to create multiple accounts - you can use the same e-mail address for all of them. I've been making 1041 tax payments using EFTPS for a few years with no problems. 
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02-06-2021, 07:40 AM
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#14
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Thinks s/he gets paid by the post
Join Date: Aug 2011
Posts: 3,604
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^ Thank you for the info, socca & audreyh1
-gauss
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