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If you are unable to change your transferred direct deposit information:
Your direct deposit information cannot be changed once you've successfully e-filed or mailed your returns.
If your e-filed return was rejected or you have not mailed your returns to change or edit your bank information for direct deposit:
1. Uncheck the box "I want my refund deposited into this account"
2. Scroll to the bottom of the screen and press "continue"
3. On the "Let's get your bank account info" screen enter your updated bank information for direct deposit.
To edit your bank account for direct deposit of your refund in TurboTax Online:
1. Sign In to TurboTax Online
2. Select "Take me to my return"
3. Select "Pick up where I left off"
4. Select the "File" tab (right of the screen)
5. Select "Revisit" next to "Your refund info"
6. Select "In my bank"
7. Edit on the "Let's get your bank account info" screen
8. Press "Continue" (bottom right corner)
To edit your bank account for direct deposit of your refund in TurboTax Desktop:
1. Open TurboTax Desktop
2. Select the "File" tab (right of the screen)
3. Continue to answer the interview questions to e-file your return until the "How do you want your $$$$ federal refund?" screen
4. Select "Direct Deposit to bank account"
5. Enter "Direct Deposit Information"
6. Press "Continue" (bottom right corner)
How do I update my back account information
If you haven't filed your return, you can update your bank information by following the details in this Help Article here.
If your question is, you're trying to file your taxes and you want to choose Direct Deposit, but the account it shows is old and not where you want the money to go, how do you change it?
It's not very clear or helpful on the Turbo Tax site, but in order to change your direct deposit info during filing, you have to select "Other refund options". You will have the option to update your bank account information on future screens and can still choose the option to recieve your refund 5 days early from that screen.
In order to change the credit card on file you have to go into your intuit account and Payment Methods and add the new credit/debit card information and then when you are filing it will give you whatever credit cards you have listed to choose from.
Turbo Tax needs to make these parts of the process a little bit more use friendly and give proper instruction!
Thank you thank you thank you! I've been sitting on my return for the past few months trying to figure this out with no answers to be found anywhere! Finally, thank you! This was so unclear!
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