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Retirement tax questions
Follow the steps below to check the date you set for the withdrawal:
- Log into your account and click on My TurboTax.
- Scroll down to section Some Things You Can Do
- Click on Download all forms and worksheets
- On the return, Part V of the Federal Information Worksheet will your bank information and the auto debit date.
- 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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March 18, 2020
3:55 PM