Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Refund and Amount of Tax Owed Workout

Refund or Tax Due


For taxpayers who want to have the entire amount refunded:

  • Leave the line for amount applied to estimated tax blank or enter 0
  • The tax software shows the entire refund amount on the amount to be refunded line
  • Inform them of the option to have the refund deposited directly into their account at a bank, credit union, or other financial institution
  • Advise them that a refund check is usually mailed within 6 to 8 weeks after the return is filed
More Information

Encourage taxpayers to use direct deposit, which is the fastest, safest, and most efficient way to receive a refund. When the return is e-filed, a direct deposit refund is usually received within 10 to 14 days.

Form 1040 showing a zero in the line for applying overpaid tax to next year's estimated tax.