HOW TO MAKE FEDERAL TAX  PAYMENTS  ONLINE

At The Mather Group, LLC (TMG), we encourage our clients make all federal tax payments online via the direct-pay function on the Internal Revenue Service (IRS) website. Why is this our recommendation?

• You can avoid writing checks, using stamps and envelopes, and relying on a postal or parcel delivery service.
• All you need is private internet access to make safe and secure online payments.
• You can schedule secure online payments to be made automatically on specific days of your choosing, up to one year in advance.

The IRS website is equipped to handle many different types of federal tax payments. Follow the instructions below to initiate the most common types of payments.

1. Click the button at the bottom of this page or click the following link to navigate to https://www.irs.gov/payments/direct-pay.
2. Select the “Make a Payment” button.
3. Use the following instructions as appropriate.
   
   1. Quarterly Estimated Tax Payments
      1. Reason for Payment: Select “Estimated Tax” from the drop-down menu.
      2. Apply Payment To: This will automatically populate.
      3. Tax Period for Payment: This will default to the current year, but you can change it if necessary.
      4. Click “Continue.”
   2. Return Extension
      1. Reason for Payment: Select “Extension” from the drop-down menu. This selection will automatically populate the next two fields.
      2. Click “Continue.”
   3. Final Return
      1. Reason for Payment: Select “Balance Due” from the drop-down menu.
      2. Apply Payment To: Select “Income Tax – Form 1040” from the drop-down menu.
      3. Tax Period for Payment: Select the relevant tax year from the drop-down menu.
      4. Click “Continue.”

The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm's Form ADV on file with the SEC at www.adviserinfo.sec.gov. The opinions expressed and any material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. TMG makes no warranty or representation, express or implied, nor does TMG accept any liability, with respect to the information and data set forth herein. TMG specifically disclaims any duty to update any of the information and data contained in this communication. The information and data in this communication does not constitute legal, tax, accounting, investment, or other professional advice nor is it intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation.