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.

Please note, for all of the below, we recommend making payments using the primary taxpayer’s SSN to avoid any confusion by the IRS and FTB.

Payment for Balances Due with Tax Returns:

Federal: Pay at IRS Direct Pay

https://www.irs.gov/payments/direct-pay

  • Choose “Make a Payment”
  • Reason: Balance Due
  • Apply Payment To: Income Tax – Form 1040
  • Tax Period: 2023

California: Pay at the FTB Website

https://www.ftb.ca.gov/pay/bank-account/index.asp

  • Payment Type: Tax Return Payment
  • Tax Year: 2023

Estimated Tax Payments:

Federal: Pay at IRS Direct Pay

https://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: 2024

California: Pay at the FTB Website

https://www.ftb.ca.gov/pay/bank-account/index.asp

  • Payment Type: Estimated Tax Payment (Form 540 – ES)
  • Tax Year: 2024

Extension Payments:

Federal: Pay at IRS Direct Pay

https://www.irs.gov/payments/direct-pay

  • Choose “Make a Payment”
  • Reason: Extension
  • Apply Payment to: 4868 (for 1040, 1040A, 1040EZ)
  • Tax Period for Payment: 2023

California: Pay at the FTB Website

https://www.ftb.ca.gov/pay/bank-account/index.asp

  • Payment Type: Extension Payment (form 3519)
  • Tax Year: 2023

If you have more questions regarding electronic payments or how to make them for business or trust entities, please contact your preparer.