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What is Form 1040-V?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2023 • October 19, 2023 7:53 AM
OVERVIEW

Learn about which situations require Form 1040-V, as well as how to fill out this IRS payment voucher.

 

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When you need to pay the IRS

Depending on your tax situation, there may come a time where you will need to make a payment to the IRS and submit a completed Form 1040-V. Let's take a closer look as to what this form is, who would need to fill this form out, and what options you have when making payments to the IRS.

What is Form 1040-V?

This form is a payment voucher you send along with your check or money order when you have a balance due to the IRS on any of the following forms:

You'll know you have a balance due by looking at the "Amount you owe" section of the 1040 form you completed. But you would only have to file a Form 1040-V if you're sending a check or money order to the IRS to pay your income tax bill. If you choose to pay your bill electronically or with cash, you will not need to complete this form.

What is the process for filling out Form 1040-V?

There are four pieces of personal information you need to include:

  • Line 1: Enter your Social Security Number (SSN). If you are filling out a joint return, then you will enter the first SSN listed on your Form 1040.
  • Line 2: If you are filling out a joint return, enter the second SSN listed on your Form 1040.
  • Line 3: Enter the amount you owe and are paying by check or money order.
  • Line 4: Enter your name(s) and address. This information needs to match exactly with the information you supplied on your income tax return.

Once you've printed and fully completed the form to send along with your check or money order payment, make sure you do not staple the form to your payment.

How should I fill out my check or money order?

You should write the check or money order out to "United States Treasury" and include the following information somewhere on the check or money order:

  • Your name.
  • Your address.
  • Your phone number.
  • Your SSN or Individual Taxpayer Identification Number (ITIN). If you filed a joint return, you should include the SSN of the first person listed on your Form 1040.
  • The year and the type of individual income tax return you completed. For instance, if you are sending money owed on your 2023 taxes and you filed a regular Form 1040, you would write "2023 Form 1040."

When writing the amount you're paying on the check or money order, the IRS advises you to write the amount in this manner: "$XXX.XX." You should not use dashes or lines such as "$XXX—" or "$XXXxx/100."

There are several different addresses used to receive payments; the address you'll use depends on where you live. Take a look at the second page of your Form 1040-V to find the address that applies to you.

Can I pay my tax bill with cash?

Yes, you can pay your bill with cash. However, do not mail cash to the IRS. Instead, you need to go in-person to pay through one of their cash processing partners at a participating retail store, such as a CVS Pharmacy, 7-Eleven, or Dollar General. It’s important to know that if choosing this payment option, you’ll only be able to make payments of up to $1,000 per day. Additionally, there are limits to how often you can make cash payments during a month or year.

Before you make a cash payment through an IRS retail partner, you'll also need to follow these four steps:

  1. Go to the ACI Payments, Inc. site and follow the instructions to set up your cash payment.
  2. You'll then receive a confirmation email from the ACI Payments website. Make sure to double-check all the information for accuracy.
  3. Once the IRS has verified your information, you will receive another email with a link to your payment code and instructions. You can print the payment code at home or send it to your smartphone to take with you to the business where you'll be making your payment.
  4. Within 7 days of receiving your code via email, you'll need to go to the retail store listed on the email you received and give the clerk your payment code. Make sure to get a receipt of payment from the store to keep with your tax records. It typically takes two business days for your payment to post to your IRS account.

For any cash payment through an IRS retail partner, you will be charged a fee of either $1.50 or $3.99 that goes to the cash processing company.

Additionally, you can make a cash payment through an IRS Taxpayer Assistance Center (TAC). Before making a cash payment through TAC, you’ll need to follow these three steps:

  1. Call 844-545-5640 at least 30 to 60 days in advance to schedule an appointment to pay. When calling, you’ll need to give an estimate of how much you want to pay, which type of taxes you’ll be paying, and an estimate of the number and denomination of bills you plan to use.
  2. Take your paperwork and money with you to the appointment. If you need to make another appointment, make sure you do that before leaving so you won’t have to call again to schedule.
  3. Take your receipt home and keep it in a safe place with your other tax documents.

Can I pay my tax bill electronically?

Yes, you can use online payment methods to pay any amount you owe to the IRS. In fact, paying your tax bill online is the quickest way to make your payment. You also have some options when making your payment electronically:

  1. You can use direct pay to make a payment from your checking or savings account without paying any additional fees. You will receive instant confirmation that your payment is made, and you can schedule your payment up to 30 days in advance.
  2. You can also use your debit or credit card to pay your tax bill. When using a personal consumer debit or credit card to pay a 1040 bill, the card processing company charges a fee per transaction. You can pay with Visa, Master Card, Discover, American Express, STAR, Pulse, or NYCE cards.
  3. Additionally, you can use the Electronic Federal Tax Payment System (EFTPS) to pay your bill online for free. This system requires your SSN or ITIN, a personal pin number, an internet password, and a secure browser to process payments. This makes it a secure choice for processing your tax bill. You can also use the EFTPS to schedule payments up to 365 days in advance, and you will receive immediate payment confirmation. You can enroll in this service online or over the phone. It usually takes up to five days to complete enrollment.

Bottom line: When paying your personal income tax bill, you’ll have the option to pay online, with cash, or by check or money order. When paying with check or money order via the mail, you will need to complete and submit a Form 1040-V along with your payment.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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TurboTax Online: Important Details about Filing Form 1040 Returns with Limited Credits

A Form 1040 return with limited credits is one that's filed using IRS Form 1040 only (with the exception of the specific covered situations described below). Roughly 37% of taxpayers are eligible.

If you have a Form 1040 return and are claiming limited credits only, you can file for free yourself with TurboTax Free Edition or TurboTax Live Assisted Basic (if available), or you can file with TurboTax Full Service at the listed price.

Situations covered (assuming no added tax complexity):

  • W-2 income
  • Interest or dividends (1099-INT/1099-DIV) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction

Situations not covered:

  • Itemized deductions claimed on Schedule A
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income
  • Stock sales (including crypto investments)
  • Rental property income
  • Credits, deductions and income reported on other forms or schedules 

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  • TurboTax Live Full Service - File your taxes as soon as today: TurboTax Full Service Experts are available to prepare 2023 tax returns starting January 8, 2024. Based on completion time for the majority of customers and may vary based on expert availability. The tax preparation assistant will validate the customer’s tax situation during the welcome call and review uploaded documents to assess readiness. All tax forms and documents must be ready and uploaded by the customer for the tax preparation assistant to refer the customer to an available expert for live tax preparation.

  • TurboTax Live Full Service -- Verified Pro -- “Local” and “In-Person”: Not all feature combinations are available for all locations. "Local" experts are defined as being located within the same state as the consumer’s zip code for virtual meetings. "Local" Pros for the purpose of in-person meetings are defined as being located within 50 miles of the consumer's zip code. In-person meetings with local Pros are available on a limited basis in some locations, but not available in all States or locations. Not all pros provide in-person services.

  • Smart Insights: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits, and is available through 11/1/2024. Terms and conditions may vary and are subject to change without notice.

  • My Docs features: Included with TurboTax Deluxe, Premium TurboTax Live, TurboTax Live Full Service, or with PLUS benefits and is available through 12/31/2024. Terms and conditions may vary and are subject to change without notice.

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  • Easy Online Amend: Individual taxes only. Included with TurboTax Deluxe, Premium, TurboTax Live, TurboTax Live Full Service, or with PLUS benefits. Make changes to your 2023 tax return online for up to 3 years after it has been filed and accepted by the IRS through 10/31/2026. Terms and conditions may vary and are subject to change without notice. For TurboTax Live Full Service, your tax expert will amend your 2023 tax return for you through 11/15/2024. After 11/15/2024, TurboTax Live Full Service customers will be able to amend their 2023 tax return themselves using the Easy Online Amend process described above.

  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2022 TurboTax products.

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  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees. Limitations apply. See Terms of Service for details.
  • 1099-K Snap and Autofill: Available in mobile app and mobile web only.

  • 1099-NEC Snap and Autofill: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). Available in mobile app only. Feature available within Schedule C tax form for TurboTax filers with 1099-NEC income.

  • Year-Round Tax Estimator: Available in TurboTax Premium (formerly Self-Employed) and TurboTax Live Assisted Premium (formerly Self-Employed). This product feature is only available after you finish and file in a self-employed TurboTax product.

  • **Refer a Friend: Rewards good for up to 20 friends, or $500 - see official terms and conditions for more details

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 2/17/23 and may not reflect actual refund amount received.

  • Average Deduction Amount: Based on the average amount of deductions/expenses found by TurboTax Self Employed customers who filed expenses on Schedule C in Tax Year 2022 and may not reflect actual deductions found.

  • More self-employed deductions based on the median amount of expenses found by TurboTax Premium (formerly Self Employed) customers who synced accounts, imported and categorized transactions compared to manual entry. Individual results may vary.

  • TurboTax Online Business Products: For TurboTax Live Assisted Business and TurboTax Full Service Business, we currently don’t support the following tax situations: C-Corps (Form 1120-C), Trust/Estates (Form 1041), Multiple state filings, Tax Exempt Entities/Non-Profits, Entities electing to be treated as a C-Corp, Schedule C Sole proprietorship, Payroll, Sales tax, Quarterly filings, and Foreign Income. TurboTax Live Assisted Business is currently available only in AK, AZ, CA, CO, FL, GA, IL, MI, NC, NV, NY, OH, PA, SD, TX, UT, VA, WA, and WY.

  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions. 

TURBOTAX DESKTOP GUARANTEES

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  • Maximum Refund Guarantee / Maximum Tax Savings Guarantee - or Your Money Back – Individual Returns: If you get a larger refund or smaller tax due from another tax preparation method by filing an amended return, we'll refund the applicable TurboTax federal and/or state software license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Audit Support Guarantee – Individual Returns: If you receive an audit letter from the IRS or State Department of Revenue based on your 2023 TurboTax individual tax return, we will provide one-on-one question-and-answer support with a tax professional, if requested through our Audit Support Center, for audited individual returns filed with TurboTax Desktop for the current 2023 tax year and, for individual, non-business returns, for the past two tax years (2021, 2022). Audit support is informational only. We will not represent you before the IRS or state tax authority or provide legal advice. If we are not able to connect you to one of our tax professionals, we will refund the applicable TurboTax federal and/or state license purchase price you paid. This guarantee is good for the lifetime of your personal, individual tax return, which Intuit defines as seven years from the date you filed it with TurboTax Desktop. Excludes TurboTax Desktop Business returns. Additional terms and limitations apply. See License Agreement for details.

  • Satisfaction Guarantee/ 60-Day Money Back Guarantee: If you're not completely satisfied with TurboTax Desktop, go to refundrequest.intuit.com within 60 days of purchase and follow the process listed to submit a refund request. You must return this product using your license code or order number and dated receipt.

TurboTax Desktop Business Returns:

  • 100% Accurate Calculations Guarantee – Business Returns: If you pay an IRS or state penalty or interest because of a TurboTax calculation error, we’ll pay you the penalty and interest. Excludes payment plans. You are responsible for paying any additional tax liability you may owe. Additional terms and limitations apply. See License Agreement for details.

  • Maximum Tax Savings Guarantee – Business Returns: If you get a smaller tax due (or larger business tax refund) from another tax preparation method using the same data, TurboTax will refund the applicable TurboTax Business Desktop license purchase price you paid. Additional terms and limitations apply. See License Agreement for details.

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TURBOTAX DESKTOP

  • Installation Requirements: Product download, installation and activation requires an Intuit Account and internet connection. Product limited to one account per license code. You must accept the TurboTax License Agreement to use this product. Not for use by paid preparers.

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  • Fastest Refund Possible: Fastest federal tax refund with e-file and direct deposit; tax refund time frames will vary. The IRS issues more than 9 out of 10 refunds in less than 21 days.

  • Average Refund Amount: Sum of $3140 is the average refund American taxpayers received based upon IRS data date ending 02/17/23 and may not reflect actual refund amount received.

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  • #1 Best Selling Tax Software: Based on aggregated sales data for all tax year 2022 TurboTax products.

  • Deduct From Your Federal or State Refund (if applicable): A $40 Refund Processing Service fee may apply to this payment method. Prices are subject to change without notice.

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  • Audit Defense: Audit Defense is a third-party add-on service provided, for a fee, by TaxResources, Inc., dba Tax Audit. See Membership Agreements at https://turbotax.intuit.com/corp/softwarelicense/ for service terms and conditions.

All features, services, support, prices, offers, terms and conditions are subject to change without notice.

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