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I cannot find the document that details how refunds and payments were set up for the Tax year 2020 (though I see it for 2019). Where can I locate this information?

I know that I had the West Virginia payment set to come out of my account but it has not yet been withdrawn.
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1 Reply
JoannaB2
Expert Alumni

I cannot find the document that details how refunds and payments were set up for the Tax year 2020 (though I see it for 2019). Where can I locate this information?

Yes. Your refund and payment information can be found on your Tax Return Summary.

  1. Sign in to TurboTax.
  2. Scroll down to Your tax returns & documents and select Show.
  3. Under 2020, select Download/print return (PDF).
  4. Open the PDF of your return. The first page is your Federal return summary.

The auto debit default date for federal and state payment is 4/15/2021.  You may check your bank two weeks after that date or call the IRS 1-800-829-1040.  To be sure, you may need to leave enough funds to cover the scheduled payments.

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