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I'm trying to verify that I've scheduled my tax due payment but can't find anything about that in my account. Where is that information?

Supposedly there is a "Payments" section in my account but I don't see that.
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Accepted Solutions
CatinaT1
Employee Tax Expert

I'm trying to verify that I've scheduled my tax due payment but can't find anything about that in my account. Where is that information?

If you want to check the debit date you specified, look on the filing instructions for your return.  It will tell you the debit date the IRS or State will deduct the payment.  If you did not print them out you can view them using the following steps: 

 
TurboTax Online 

  1. In TurboTax Online, sign into your account.
  2. You should be on your Tax Home page.
  3. Scroll down to Your tax returns & documents.
  4. Select 2024, and then select Add a State (you're not actually adding a state, this just gets you into the right menu).
  5. Once you're in your return, you can navigate around as usual.
  6. Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center.
  7. Click Print, save or preview this year's return

TurboTax CD/Download 

  1. Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.  
  2. In the Forms in My Return list on the left, click Filing Inst.  [It's usually toward the bottom of the list.]  The form will appear on the right side of the screen.
  3. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen.
  4. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.
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**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

4 Replies
JohnB5677
Expert Alumni

I'm trying to verify that I've scheduled my tax due payment but can't find anything about that in my account. Where is that information?

You can check the IRS website Online account for individuals to confirm past and scheduled payments.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I'm trying to verify that I've scheduled my tax due payment but can't find anything about that in my account. Where is that information?

Supposedly on TurboTax itself there is supposed to be a section called Payments where I can check to see scheduled payments.  But I don't see that anywhere.  I finally logged into the IRS place where I can see the pending payment but it says if I want to change anything I have to do it where I submitted the payment, which was through TurboTax.  So I still need to know where in my TurboTax account I can go to look up a pending payment.

CatinaT1
Employee Tax Expert

I'm trying to verify that I've scheduled my tax due payment but can't find anything about that in my account. Where is that information?

If you want to check the debit date you specified, look on the filing instructions for your return.  It will tell you the debit date the IRS or State will deduct the payment.  If you did not print them out you can view them using the following steps: 

 
TurboTax Online 

  1. In TurboTax Online, sign into your account.
  2. You should be on your Tax Home page.
  3. Scroll down to Your tax returns & documents.
  4. Select 2024, and then select Add a State (you're not actually adding a state, this just gets you into the right menu).
  5. Once you're in your return, you can navigate around as usual.
  6. Click Tax Tools (in the black bar on the left of your screen) and then click select Print Center.
  7. Click Print, save or preview this year's return

TurboTax CD/Download 

  1. Go into Forms Mode by clicking on the Forms icon in the top right of the blue bar.  
  2. In the Forms in My Return list on the left, click Filing Inst.  [It's usually toward the bottom of the list.]  The form will appear on the right side of the screen.
  3. You can view the form on the screen or you can print a copy by clicking the Print box at the bottom of the screen.
  4. To return to the interview, click on the Step-By-Step icon in the top right of the blue bar.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I'm trying to verify that I've scheduled my tax due payment but can't find anything about that in my account. Where is that information?

Thank you!  I finally found what I was looking for but that was way more complicated than it should have been.  It was really not obvious where to get right to my 2024 return; I just had "Tax Home" and "Documents" to choose from at first.  When I finally got Documents to open there was an FAQ box over on the right, and in small letters near the bottom of that was an option for Past Returns.  When I opened 2024 to preview it, that's where I found the details about my scheduled payment.

Thanks again for your help.

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