How do I verify that my return was filed and that the tax-due payments were made?

[dsalavi-northwes]

Filed electronically, but never got verification emails. Had tax due, set up direct debit, which seems to have happened (according to the bank). Where in my Intuit account can I find verification that the returns were in fact filed. The "Documents" filed says "Coming Soon" for personal taxes

[DoninGA]

Download a PDF of your 2023 tax return to include all worksheets.  There will be an Electronic Postmark Report which has the date/time the tax return was filed and the date it was accepted by the IRS.

Your only proof of the payment of the taxes owed will be the canceled check or the bank or credit card account statement.

To access your current or prior year online tax returns sign onto the TurboTax website with the User ID you used to create the account - https://myturbotax.intuit.com/

When you sign onto your online account and land on the Tax Home web page, scroll down and click on Add a state. 

This will take you back to the 2023 online tax return.

Click on Tax Tools on the left side of the online program screen.  Then click on Print Center.  Then click on Print, save or preview this year's return.  Choose the option Include government and TurboTax worksheets

[dsalavi-northwes]

I used the desktop software to file, so I never see the screens you describe. Sorry if I did not make that clear in the original post

[DoninGA]

Then all you need to do is click on Forms.  When in Forms mode the Electronic Postmark Report will be listed near the bottom of the federal forms, schedules and worksheets list on the left side of the screen.  Click on the Report to open.

[SteamTrain]

You may also need to check teh filing status form within that tax file first.

1) Open that tax file

2) Then go up to the top line menu and check on "File"

3) From the drop-down menu select "Electronic filing"

4) then a new pop up displays and you select, "Check Electronic Filing Status"

There's also a Status history as a selection.

________________________

IF you had the debit arranged from within your tax filing (i.e. you didn't pay it separately on the IRS website), .....then the fact that the bank shows your payment as having been debited, indicates the file was accepted by the IRS.  IF the IRS rejects a tax file, then the debit information isn't sent, and payment wouldn't happen.

[user17556129293]

TY 2023 - TurboTax Deluxe

The IRS says I did not file a 2023 return.

I looked at my 2023 TurboTax InfoWks 1040/1040SR Worksheet and on page 8 it says

Filing Address Information

You have chosen to electronically file this return.

However, when I look at the 2023 TurboTax Deluxe main menu - File and then Electronic Filing - Status - It says I have not e-filed any of my returns.

What screen is correct and what is wrong.  How can I verify if TurboTax successfully e-filed my return.

[xmasbaby0]

@user17556129293 Did you e-file your 2023 return?

Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”

When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.

Check your e-file status:

https://turbotax.intuit.com/tax-tools/efile-status-lookup/

 What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”

If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2023.

Your only proof that you paid your 2023 tax due will be your own bank or credit card records.  TurboTax never knows how, when or even if you paid the IRS (or your state).   The IRS does not share any information with TT after you file your tax return.