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Luke2080
New Member

Where do I see the payment date? For my state filing, I put in a future date for payment. Where do I see this for verification / monitoring?

 
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Accepted Solutions
TomK
Expert Alumni

Where do I see the payment date? For my state filing, I put in a future date for payment. Where do I see this for verification / monitoring?

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.

Part VI of the federal worksheet has the payment method for state balance due.

 

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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3 Replies
TomK
Expert Alumni

Where do I see the payment date? For my state filing, I put in a future date for payment. Where do I see this for verification / monitoring?

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.

Part VI of the federal worksheet has the payment method for state balance due.

 

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.


Luke2080
New Member

Where do I see the payment date? For my state filing, I put in a future date for payment. Where do I see this for verification / monitoring?

Thanks TurboTaxTomK - I followed the second method.  Saw it no problem.  

Would be useful for TurboTax to provide a better status summary, including scheduled future payments.  But, your method outlined gave me the answer I was looking for.  

TomK
Expert Alumni

Where do I see the payment date? For my state filing, I put in a future date for payment. Where do I see this for verification / monitoring?

Great... You're welcome.
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