Problem TurboTax 2025 Desktop
This year's TurboTax included the ability to set up a state and federal tax payment schedule. This is a great help to the taxpayer.
However, in 2025 there was a significant problem.
The TurboTax software requires a user to check a box if the taxpayer wants a federal or state receipt. This was easily missed so the user has no record of the transaction and does not know if the payment schedule has been accepted and does not have a receipt. TurboTax was involved in setting payments but does not provide a record of the transactions.
The Federal system does provide details of prescheduled payments but some states like Michigan do not. Taxpayers can be left in a position of not knowing the status of their payment: accepted or not submitted.
In future when setting up a payment schedule on TurboTax suggest the user is always presented with a government receipt showing amounts/dates and tracking nos.
If they don't want a receipt, they should check a box to delete the receipt. The reverse of the present system.
Also have TurboTax is going to help set up the prepayment schedule, then I think the receipt information should be included in the Your E-file Status page at the end of the return.
