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Eternal
New Member

I thought I setup an automatic payment for my state taxes but I cannot find any information in my docs. Where do I look to see how I setup the payment?

 
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TomK
New Member

I thought I setup an automatic payment for my state taxes but I cannot find any information in my docs. Where do I look to see how I setup the payment?

Your chosen tax payment method will display on your Filing Instructions page, in the Balance Due/Refund section. 

For direct debit, you'll see the amount, routing and account numbers, and withdrawal date (if you did not select a date, the debit date will automatically default to 04/18/2017).

And Part VI on the State Information Worksheet will have your state auto debit date and bank account info for that payment.

You can get a copy of your federal & state tax return (and all of their accompanying forms & worksheets, etc.) by following the directions below.  The state return should be at the bottom of the federal PDF file.  Scroll way down.  [Please note Step 8 below.]:

To get a view/print a copy of your 2016 tax return after filing (including filing instructions - any forms that you need to mail will be on this page along with the mailing address(s)):
  1. Sign in with the same login you used when you filed your return.
  2. Click the down-arrow next to My TurboTax
  3. Click on the My Tax Timeline
  4. Scroll toward the bottom of that screen, in the Some things you can do section, click Add a state (This is just a workaround - you are not really going to add a state - program window will spin/update).
  5. Click down-arrow next to My Account (top right, next to the Search box).
  6. Click on Print Center.
  7. Click on Print, save or preview this year's return.
  8. Under Choose your option:, select Forms filed with the government (shortest version w/filing instructions); Forms filed with the government plus all worksheets (w/filing instructions); or All forms (longest version).
  9. Click on View or print box.
  10. Pop up will ask if you want to Save file or Open in Adobe.  (Filing instructions are on the first page.}
  11. When finished, Click on Tax Timeline to go back to original login screen.


View solution in original post

3 Replies
TomK
New Member

I thought I setup an automatic payment for my state taxes but I cannot find any information in my docs. Where do I look to see how I setup the payment?

Your chosen tax payment method will display on your Filing Instructions page, in the Balance Due/Refund section. 

For direct debit, you'll see the amount, routing and account numbers, and withdrawal date (if you did not select a date, the debit date will automatically default to 04/18/2017).

And Part VI on the State Information Worksheet will have your state auto debit date and bank account info for that payment.

You can get a copy of your federal & state tax return (and all of their accompanying forms & worksheets, etc.) by following the directions below.  The state return should be at the bottom of the federal PDF file.  Scroll way down.  [Please note Step 8 below.]:

To get a view/print a copy of your 2016 tax return after filing (including filing instructions - any forms that you need to mail will be on this page along with the mailing address(s)):
  1. Sign in with the same login you used when you filed your return.
  2. Click the down-arrow next to My TurboTax
  3. Click on the My Tax Timeline
  4. Scroll toward the bottom of that screen, in the Some things you can do section, click Add a state (This is just a workaround - you are not really going to add a state - program window will spin/update).
  5. Click down-arrow next to My Account (top right, next to the Search box).
  6. Click on Print Center.
  7. Click on Print, save or preview this year's return.
  8. Under Choose your option:, select Forms filed with the government (shortest version w/filing instructions); Forms filed with the government plus all worksheets (w/filing instructions); or All forms (longest version).
  9. Click on View or print box.
  10. Pop up will ask if you want to Save file or Open in Adobe.  (Filing instructions are on the first page.}
  11. When finished, Click on Tax Timeline to go back to original login screen.


View solution in original post

Eternal
New Member

I thought I setup an automatic payment for my state taxes but I cannot find any information in my docs. Where do I look to see how I setup the payment?

Thank you very much, that got me the information I needed and I feel much better knowing my taxes will be paid.
TomK
New Member

I thought I setup an automatic payment for my state taxes but I cannot find any information in my docs. Where do I look to see how I setup the payment?

Yes. You're very welcome.
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