MayaD
Expert Alumni

Retirement tax questions

Follow the steps below to check the date you set for the withdrawal:

  1. Log into your account and click on My TurboTax.
  2. Scroll down to section Some Things You Can Do 
  3. Click on Download all forms and worksheets
  4. On the return, Part V of the Federal Information Worksheet will your bank information and the auto debit date.
  5. And Part VI on the State Information Worksheet will have your state auto debit date and bank account info for that payment.
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