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Verifying automated withdrawal dates for end-of-year taxes

I recently filed for TY2024, and I want to double-check that the dates of the scheduled withdrawals for the various taxes are correct.

I found https://ttlc.intuit.com/community/taxes/discussion/how-can-i-see-what-date-i-selected-for-turbotax-t..., but it's not working on the desktop version for TY2024 Turbotax Deluxe + State (Oregon). I created a PDF with all records, and I can't find that information.

Any suggestions?

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2 Replies
CatinaT1
Employee Tax Expert

Verifying automated withdrawal dates for end-of-year taxes

Call IRS e-file Payment Services 24/7 at 1-888-353-4537 to inquire about your payment.

 

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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Verifying automated withdrawal dates for end-of-year taxes

In the desktop version, in the "Forms" section, I found that there were additional "Filing instructions" for Oregon and local taxes (Metro, Multnomah County, and City of Portland). The sections regarding payment for the local taxes don't include the routing and account numbers (which I was using to search), but do include the payment date.

Thanks for your advice, @CatinaT1 

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