I am filing electronically. I elected Direct Deposit on my Federal return for my refund(s). I checked the Info Worksheet under my State return and in Section VI (it says New! below the heading), it has the box marked "Yes" for Use the Federal PINs in place of Form 8879-K, a form supplied by paid tax payers concerning the disposition of a refund or amount due. (I am self-preparing, so Form 8879-K is not supposed to be required).
In the State Info Worksheet, Section VII for Direct Deposit, Debit Card, and Electronic Funds Withdrawal Information does NOT have the box checked for Direct Deposit, but it DOES give the name of the financial institution, has a box checked for account type, and gives the routing number and the account number. The instruction sheet for the State return also indicates the routing number and the account number. But, it also indicates that I am to sign and date Form 8879-K within 1 day of acceptance! I checked Form 8879-K and it has the box checked for "I do not want direct deposit." I also checked the State filing forms and there is NO Form 8879-K there, so it looks like it was not sent electronically. I still remains a mystery to me as to how the state Revenue Department will know that direct deposit of the state refund is requested since nothing is indicated about that anywhere on the state return.
I could not transmit both the Federal return and the State return at the same time because there was a glitch in accessing TurboTaxAdvantage for the transmittal charge to my credit card. Two days later I discovered that I could click on the link on the screen for placing a phone call to Turbo Tax so that they could request a State eFile certification number for me to type it in the required field, after which the State return was filed successfully. So, it remains to be seen as to whether this new provision in Section VI of the State Info Worksheet actually works to effect a Direct Deposit of a State refund.
When looking at the State Info Worksheet and clicking on the icon for the Help Center, it explains for Section VI that the Federal and State returns must be submitted together for the Federal PINs to be used in place of the Form 8879-K. Since they were submitted two days apart due to a glitch in TurboTaxAdvantage, whereby the transmittal charge for the state return could not be effected at the same time the federal from was submitted electronically, it might happen that there will be no direct deposit of the state refund.
However, it looks like this new section VI in the State Info Worksheet is TurboTax's solution to the problem of effecting a direct deposit of a state refund, would that the transmittal of the state return be done together with the transmittal of the federal return.
