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Is there a record of the direct deposit agreements from when I signed for the exact amount and date for the respective federal and state taxes?

The federal taxes owed that I am seeing on my accepted return is a little higher than what I remember from the e-filing process. I wanted to confirm it against what I signed for but I see no record. I actually can't find any record of having set up a direct deposit for the federal taxes. (For the state, the account info was added to the return but I don't see anything similar for federal.)
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1 Best answer

Accepted Solutions
TomK
Expert Alumni

Is there a record of the direct deposit agreements from when I signed for the exact amount and date for the respective federal and state taxes?

We are not able to see your information on your return. You can use these steps to view the Federal Information worksheet & State Information worksheet with your payment method for your balance due.

1. Login to your TurboTax account, Click on "Tax Home" (left side of the screen).

2. Scroll down to Your tax returns & documents, Click on "Show"

3. Click on "Add a state" (You are not really adding a state; This just allows you to open your return.)

4. Click on "Tax Tools" and then "Print Center" (left side of the screen).

5. Check boxes next to "2017 federal and state returns".

6. Click on "Print all forms and worksheets".

Part V of the federal worksheet has the payment method for federal balance due (or refund).

Part VI of the federal worksheet has the payment method for state balance due (or refund).

 

Or you can use these steps to check for that information on your return.

1. Login to your TurboTax account, Click on "Tax Home" (left side of the screen).

2; Scroll down to "Your tax returns & documents", and Click on "Show".

3. Click on "Add a state". (You are not really adding a state; This just allows you to open your return.)

4. Click on "File" (left side of the screen).

5. Click on "View or print your return" on the "Great job on your taxes!" screen.

This will open the return in a new window and on the first page which is the TurboTax worksheet for Electronic Filing instructions, it will tell you how you chose to pay in the Balance Due/Refund section at top of the page. It will be in the same place on Electronic Filing page for state return.

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1 Reply
TomK
Expert Alumni

Is there a record of the direct deposit agreements from when I signed for the exact amount and date for the respective federal and state taxes?

We are not able to see your information on your return. You can use these steps to view the Federal Information worksheet & State Information worksheet with your payment method for your balance due.

1. Login to your TurboTax account, Click on "Tax Home" (left side of the screen).

2. Scroll down to Your tax returns & documents, Click on "Show"

3. Click on "Add a state" (You are not really adding a state; This just allows you to open your return.)

4. Click on "Tax Tools" and then "Print Center" (left side of the screen).

5. Check boxes next to "2017 federal and state returns".

6. Click on "Print all forms and worksheets".

Part V of the federal worksheet has the payment method for federal balance due (or refund).

Part VI of the federal worksheet has the payment method for state balance due (or refund).

 

Or you can use these steps to check for that information on your return.

1. Login to your TurboTax account, Click on "Tax Home" (left side of the screen).

2; Scroll down to "Your tax returns & documents", and Click on "Show".

3. Click on "Add a state". (You are not really adding a state; This just allows you to open your return.)

4. Click on "File" (left side of the screen).

5. Click on "View or print your return" on the "Great job on your taxes!" screen.

This will open the return in a new window and on the first page which is the TurboTax worksheet for Electronic Filing instructions, it will tell you how you chose to pay in the Balance Due/Refund section at top of the page. It will be in the same place on Electronic Filing page for state return.

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