Retirement tax questions


@mgirtz wrote:

I provided my bank account information (account and routing numbers) for payment.    Had to enter it twice as part of TT verification, so I pretty sure that it was correct.    The withdrawal was not taken from my account on the appointed date however.   Tried to review the information I provided on my return, but it was X'd out.   How do I confirm the correct account number or figure out what to do next?

 

Thanks


Look at your Federal Information Worksheet on Part V.  It will have the bank routing and account number you entered along with the date you selected to have the taxes debited from your account.

Note - IRS is not up to speed yet so not all functions are working as they should due to the pandemic so your payment might not hit your bank on the date you selected.  But since your return was accepted by the IRS and your date of payment was due to paid prior to July 15 you will not be late on the payment.

 

To access your current year online tax returns sign onto the TurboTax website with the userID 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 2019 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