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IRSOther IRS Forms (1000–1999)

Official form guide

Form 13989: 13989

IRS Form 13989 is the request to receive a refund of excess estimated tax payments made by an individual. Use it when you have overpaid your quarterly estimated tax and want the IRS to return the surplus.

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Form Overview

IRS Form 13989 - 13989

IRS Form 13989 is the request to receive a refund of excess estimated tax payments made by an individual. Use it when you have overpaid your quarterly estimated tax and want the IRS to return the surplus.

The form captures the taxpayer’s name, SSN, address, total estimated payments, total tax liability, and the amount of overpayment you’re requesting back.

Risk Radar

Scan points
  • 1A single typo in the SSN can stall the refund for weeks.
  • 2Wrong SSN or name spelling
  • 3Mis‑calculated overpayment amount
  • 4Missing signature or date
  • 5Sending to the wrong IRS processing center

Plain English

If you paid more in quarterly estimated taxes than you actually owed, this form tells the IRS to send the extra money back to you. It’s a simple refund claim, not a tax return.

Submission Date

  • Filing date: 2026-04-15 09:10:35
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

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What this form is for

  • Use when you have a net overpayment of estimated tax after filing your 1040.
  • Do not use for refunds of excess withholding; those are handled on the 1040.
  • Check Form 843 if you are requesting a refund for penalties or interest.

Form selector

Use this form or another form?

Overpayment of withholding

Refund is automatic on the return

✓ Verify withholding totals first

Form 1040, Line 34

Refund of penalty or interest

Separate claim for penalties/interest

✓ Ensure you have a valid penalty notice

Form 843

Deadline or filing window

There is no specific deadline for filing Form 13989, but the IRS recommends submitting it as soon as you discover the overpayment, ideally before the statute of limitations on refunds expires (generally three years from the original filing date).

  • —Total estimated tax payments | Sum of quarterly payments | Total payments | Verify each payment receipt
  • —Total tax liability | From Form 1040, line 24 | Tax owed | Ensure the correct year’s return is used

Checklist

What you need before filling it out

1

Taxpayer name/SSN

Social Security card or tax return · Form 1040 header

⚠ Misspelled name or transposed SSN✕ High
2

Estimated tax payments

Cancelled checks or electronic confirmations · Bank statements

⚠ Missing payment dates✕ Medium
3

Total tax liability

Form 1040, line 24 · Completed 1040

⚠ Using prior year’s return by mistake✕ High
4

Refund amount requested

Calculation worksheet · Your own math sheet

⚠ Arithmetic error✕ Medium
5

Signature

Handwritten signature · Physical form only

⚠ No signature or illegible✕ High

Before you submit

  1. 1Verify SSN matches the 1040
  2. 2Confirm refund amount equals overpayment on the return
  3. 3Sign and date the form
  4. 4Attach a copy of the filed 1040 showing the overpayment line
  5. 5Use the correct IRS mailing address for your state
  6. 6Check the edition date on the form
  7. 7Include any required payment voucher if you owe other taxes
  8. 8Make a photocopy of the complete packet for your records
  9. 9Use a traceable mailing method (e.g., certified mail)
  10. 10Retain the receipt or tracking number

How to file this form

  1. 1Gather 1040, payment records, and any IRS notices.
  2. 2Download the latest Form 13989 from IRS.gov.
  3. 3Enter personal info, total payments, total liability, and calculate refund.
  4. 4Sign and date the form.
  5. 5Attach a copy of the 1040 showing the overpayment.
  6. 6Mail to the state‑specific IRS address.
  7. 7Track the mailing and wait for acknowledgment.

Known limitations

  1. 1Form does not accept electronic filing.
  2. 2Only for individual estimated‑tax overpayments, not withholding overpayments.
  3. 3Refunds are subject to the three‑year statute of limitations.
  4. 4IRS may request additional documentation before processing.

Field map

Compact field-by-field guide

6 fields

General Info

2 items

Taxpayer Name and TIN

Full legal name and taxpayer identification number (SSN or EIN).

Requiredtext
Address

Current mailing address.

Requiredtext

Details

2 items

Required Information

Complete all applicable sections of this form according to the official IRS instructions.

Requiredtext
Amount (if applicable)

Enter the relevant dollar amount if this form involves tax calculation.

amount

Certification

1 items

Certification Statement

Read and acknowledge any certifications required by this form.

Requiredcheckbox

Signatures

1 items

Signature

Sign and date. Unsigned forms cannot be processed.

Requiredsignature
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Current form status
IRS

Form 13989 is still active for the 2024 tax year. The IRS updates the edition annually; verify the edition date on the PDF before using.

What changed or needs a fresh check

  • Edition date – confirm the form shows the current tax year (e.g., 2024)
  • Fee – no filing fee for a refund request
  • Mailing address – use the address for your state listed in the instructions
  • Signature line – must be signed by the taxpayer
  • Attachments – include a copy of the filed 1040 showing the overpayment

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Quick Facts

Individual taxpayers who made estimated tax payments and have a net overpayment.
The form captures the taxpayer’s name, SSN, address, total estimated payments, total tax liability, and the amount of overpayment you’re requesting back.
File after you complete your annual tax return and discover an overpayment, typically by the due date of the return (April 15) or when you receive a notice of overpayment.
Mail the completed form to the IRS address listed in the instructions for your state, or fax if the form provides a fax number. No electronic filing option is offered.
Incorrect amounts or missing signatures can delay the refund or cause the IRS to reject the request, extending the time you wait for money back.
1. Gather your 1040, payment records, and any IRS notices. 2. Fill out the taxpayer information and calculate the overpayment. 3. Enter the refund amount and sign the form. 4. Attach a copy of the tax return showing the overpayment. 5. Mail to the correct IRS address with any required payment vouchers.

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After you file

  1. 1Keep the mailed copy and tracking info for at least three years.
  2. 2Monitor your bank account for the refund deposit.
  3. 3If no refund after 6 weeks, call the IRS refund hotline.
  4. 4Save any IRS correspondence related to the request.
  5. 5Update your estimated‑tax payment schedule for the next year.
  6. 6Record the refund amount in your personal finance tracker.

Sources

  • SRCForm 13989 title and purposeIRS official form description
  • SRCEligibilityindividual taxpayers with estimated tax overpayment
  • SRCRequired fieldsname, SSN, address, payment totals, refund amount
  • SRCSignature linerequired for processing
  • SRCMailing instructionsstate‑specific address in the form instructions
  • SRCNo electronic filingIRS guidance for Form 13989
  • SRCStatute of limitationsgeneral three‑year refund rule from IRS publications
  • SRCEdition dateannual update noted in form header

Common confusion points

Overpayment source

Taxpayers mix estimated tax with withholding

→ Verify which line on the 1040 shows the overpayment

Form number

Some think Form 1040X is for refunds

→ Use 13989 only for estimated‑tax overpayments

Mailing address

Different states have different IRS processing centers

→ Double‑check the address in the instructions

Signature requirement

Electronic signatures not accepted

→ Sign the physical paper

Attachment requirement

Forgetting the 1040 copy

→ Attach a clear copy of the filed return

Workflow map

Related forms and next steps

4 signals

Before

Form 1040 – determine overpayment amount

Current

13989

After

Form 1040‑X – if you need to amend the original return

Often used with

Form 1040 copy – attach as proof

⚠ If something goes wrong

  • Form 843 – request refund of penalties or interest

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Copyright & Licensing - US Government Forms

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BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.

Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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