This is the first time I’ve used the iPad version of TurboTax. I always select direct debit and in past years there has been an “instruction for e-file” page included with the final return. That page has a confirmation of my direct debit for the year and payment dates for estimated taxes for the following year. There were some “coupons” with “not final, do not use” this year, but no confirmation of the direct debit I scheduled for April 15th. Obviously I need to know that this will happen or use the IRS app to schedule the payment. I spoke to an TurboTax customer care representative who was not at all helpful. Is there any way to check for this debit?
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It depends upon the date entered into TurboTax when you filed your tax return. See this FAQ for more details on options you have to check your payment details.
As far as estimated tax payment vouchers, the forms have now been finalized. I recommend logging back into your program to print the updated vouchers.
So if we select the direct debit option to charge our accounts, will we not receive a confirmation of that selection from turbotax? I just did this and filed, and found no reference to my selected payment option on my tax return, on the website, nor have I received any email confirmation of any kind.
Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about your payment.
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 2023, 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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