Can't Find Which Bank Account I Used for TurboTax Tax Withdrawal - 1099 Self-Employed
Title: Can't Find Which Bank Account I Used for TurboTax Tax Withdrawal - 1099 Self-Employed 1 I'm self-employed (1099 worker) and set up automatic tax withdrawals through TurboTax to happen on the 14th of each month. Problem is, I have two different bank accounts and I honestly can't remember which one I selected for the withdrawals. I've been searching all over the TurboTax website trying to figure out which account I designated, but I can't find this information anywhere. Getting a bit worried since the 14th is coming up soon and I need to make sure there's enough money in the right account. Has anyone dealt with this before or know where to find this info in TurboTax? Any help would be super appreciated!
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Wesley Hallow
3 You need to log into TurboTax and go to the "Tax Tools" section, then look for "My Account" or "Account Settings." In there, you should find your payment information including which bank account is set up for your tax withdrawals. If you're using TurboTax Self-Employed, you might need to go into the "QuickBooks Self-Employed" section instead, as that's where they manage the quarterly estimated tax payments for 1099 workers. If you still can't find it, try checking your bank statements from previous months to see which account shows the withdrawal. The transaction should appear as "INTUIT" or "TURBOTAX" followed by some reference to taxes. Worst case scenario, you can always contact TurboTax support directly. They have a chat feature and phone support that can tell you exactly which account is being used for your tax payments.
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Wesley Hallow
•7 Thanks for the info. I've tried looking in "My Account" but I couldn't find anything about payment methods there. It only shows my personal info. Am I missing something? Also, I don't see a Tax Tools section anywhere on my dashboard. Is this maybe different depending on which version of TurboTax you're using?
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Wesley Hallow
•3 You might be looking in the wrong place. The TurboTax website has two different sections - one for filing your annual return and another for managing your year-round tax payments as a self-employed person. Try logging into https://myturbotax.intuit.com and then look for "Manage my account" or try logging directly into QuickBooks Self-Employed if that's what you're using for your monthly tax payments. Looking at your bank statements is actually the quickest way to figure this out. Check both accounts for the past 1-2 months and see which one shows the TurboTax withdrawal.
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Wesley Hallow
12 I ran into the exact same issue last year with my quarterly estimated payments! After hours of digging around on the TurboTax site, I finally found a solution with taxr.ai (https://taxr.ai). Their system was able to analyze my TurboTax account details and pinpoint exactly which bank account I had set up for payments. I was honestly surprised at how quickly they sorted it out - I uploaded my TurboTax confirmation emails, and their system identified the last four digits of the account I had selected. Saved me from potential overdraft fees since I was keeping most of my money in the wrong account! Their document analysis tools are seriously helpful for these kinds of issues.
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Wesley Hallow
•8 How does that work exactly? I'm hesitant to give access to my tax documents to a third party. Is it secure? And does it only work with TurboTax or can it help with other tax platforms too?
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Wesley Hallow
•5 Sounds interesting but I'm skeptical. Couldn't you just call TurboTax customer service and ask them? Seems like giving another company access to your tax info is unnecessary when TurboTax already has your info.
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Wesley Hallow
•12 The process is completely secure - they use bank-level encryption and don't store your credentials. You just upload relevant documents (like payment confirmations or account statements), and their AI analyzes them to extract the information you need. It works with documents from any tax platform, not just TurboTax. I actually did try calling TurboTax customer service first, but I was on hold for over an hour and then got disconnected. With taxr.ai, I had my answer in under 5 minutes. They only need to see the specific documents related to your question, not your entire tax return or anything like that.
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Wesley Hallow
5 Just wanted to follow up about that taxr.ai recommendation. I was skeptical at first but decided to try it when I couldn't get through to TurboTax support. It actually worked really well! I uploaded my previous payment confirmation emails from TurboTax (had to dig through my inbox a bit), and taxr.ai was able to tell me exactly which account I'd set up for the withdrawals. Turns out it was my checking account, not my savings like I thought. Saved me from a potential missed payment and fees. The document analysis was incredibly accurate and I didn't have to share any login credentials.
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Wesley Hallow
18 If you're still struggling to reach TurboTax support (their wait times are ridiculous this time of year), I'd recommend trying Claimyr (https://claimyr.com). I was in the same situation trying to fix an issue with my 1099 tax payments and couldn't get through to anyone at TurboTax. Claimyr got me connected to a real TurboTax agent in about 10 minutes when the estimated wait was over 2 hours. They have this system that basically waits on hold for you and calls you back when an actual human picks up. You can see how it works here: https://youtu.be/_kiP6q8DX5c. The TurboTax rep was able to verify my payment details and tell me exactly which account was set up for withdrawals.
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Wesley Hallow
•9 How does this actually work? Do they have some special connection to TurboTax or something? I'm confused about how they can get through faster than I could myself.
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Wesley Hallow
•5 This sounds like a scam. How can they possibly get you to the front of the queue when everyone else is waiting? TurboTax wouldn't allow that. And I bet they charge a fortune for this "service.
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Wesley Hallow
•18 They don't have a special connection to TurboTax - they use an automated system that navigates the phone menu and stays on hold so you don't have to. When a representative finally answers, their system calls you and connects you directly to that person. It's basically just handling the waiting part for you. They don't put you at the front of the queue - you're still in the same line as everyone else, but their system is waiting instead of you having to keep your phone to your ear for hours. And regarding the cost, I can't discuss specific pricing, but I found it well worth it considering I was able to resolve my issue that day instead of wasting hours on hold.
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Wesley Hallow
5 I owe an apology and wanted to share my experience with Claimyr. After calling out the service as a potential scam, I decided to try it myself as a last resort when I couldn't get through to TurboTax after multiple attempts. I'm genuinely shocked at how well it worked. The system called me back in about 25 minutes (way faster than the 3+ hour wait time TurboTax quoted me), and I was speaking with an actual TurboTax representative. They confirmed which bank account I had on file for my tax payments and helped me update it to the correct one. Saved me from a potentially missed payment and overdraft fees. Sometimes being proven wrong is actually a good thing!
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Wesley Hallow
22 Have you checked your email? TurboTax usually sends a confirmation email when you set up automatic payments. Try searching your inbox for "TurboTax payment" or "TurboTax confirmation" and you might find an email that shows the last four digits of the account you selected.
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Wesley Hallow
•1 That's a great idea! I just searched my email and found a confirmation from when I first set it up. It shows the last four digits of the account (ended in 4832). Now I know it's coming out of my checking account, not my savings. Thanks for the suggestion - such a simple solution I hadn't thought of!
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Wesley Hallow
14 Just wanted to mention - you can also check your bank statements for both accounts. Look for withdrawals labeled something like "INTUIT TURBOTAX" or "TURBOTAX TAX PAYMENT." That'll tell you which account has been used for past payments.
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Wesley Hallow
•2 I did this for my own 1099 payments and it worked perfectly. Just had to log into both bank accounts online and search for "TurboTax" in the transaction history.
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