How to Make Electronic Individual Tax Payments

For your convenience the Internal Revenue Service and the Franchise Tax Board allow you to make your tax payments, estimated payments, and extension payments electronically. Below we have included links and directions on how to do this for individual taxes. If you have more questions regarding electronic payments or how to make them for business or trust entities, please contact your preparer.

Payment for Balances Due with Tax Returns:

Federal: Pay at IRS Direct Pay
http://www.irs.gov/payments/direct-pay
Choose “Make a Payment”
Reason: Balance Due
Apply Payment To: Income Tax – Form 1040
Tax Period: 2020

California: Pay at the FTB Website
http://www.ftb.ca.gov/pay/bank-account/index.asp
Payment Type: Tax Return Payment
Tax Year: 2020

For Estimated Payments:

Federal: Pay at IRS Direct Pay
http://www.irs.gov/payments/direct-pay
Choose “Make a Payment”
Reason: Estimated Tax
Apply Payment to: 1040ES (for 1040, 1040A, 1040EZ)
Tax Period for Payment: 2021

California: Pay at the FTB Website
http://www.ftb.ca.gov/pay/bank-account/index.asp
Payment Type: Estimated Tax Payment (Form 540 – ES)
Tax Year: 2021

For Extension Payments:

Federal: Pay at IRS Direct Pay
http://www.irs.gov/payments/direct-pay
Choose “Make a Payment”
Reason: Extension
Apply Payment to: 4868 (for 1040, 1040A, 1040EZ)
Tax Period for Payment: 2020

California: Pay at the FTB Website
http://www.ftb.ca.gov/pay/bank-account/index.asp
Payment Type: Extension Payment (form 3519)
Tax Year: 2020