Question

How do I verify tax due payment arrangement?

Forum|Forum|5 years ago
April 18, 2021
1 reply
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How do I confirm that I elected direct payment from my checking account for both Federal and State amounts due? I cannot find info when I go back to check my return on Turbo Tax.

KathrynG3

Yes. Check to see what was included in the return by downloading the PDF.

Then, navigate to the first page, Electronic Filing Instructions for your 2020 Federal Tax Return next to Balance Due/Refund.

For more instructions, see: How do I review the method I chose to pay my federal income tax with, after filing with TurboTax Online?

To see your account status with the IRS, go to: IRS: View Your Tax Account.

G

gsmizunoAuthor

How due I verify payment arrangements I selected for tax due State (Hawaii)? I thought I selected direct debit for both Federal and State returns but not sure and cannot find info in Turbotax.

CatinaT1

In a normal season, the IRS will debit your account on the date you specified or soon after. We have had several reports of the IRS not debiting accounts on the scheduled date. Just be patient -- the IRS will take your money!

If you want to check the debit date you specified, look on the filing instructions for your return. It will tell you the debit date the IRS or State will deduct the payment. If you did not print them out you can view them using the following steps:

TurboTax Online

To get back into your return after printing or e-filing, please follow these steps:

In TurboTax Online, sign into your account.
You should be on your Tax Home page.
Scroll down to Your tax returns & documents.
Select 2020, and then select Add a State (you're not actually adding a state, this just gets you into the right menu).
Once you're in your return, you can navigate around as usual.
Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center.
Click Print, save or preview this year's return

TurboTax CD/Download

Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.
In the Forms in My Return list on the left, click Filing Inst. [It's usually toward the bottom of the list.] The form will appear on the right side of the screen.
You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen.
To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.

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