Get your taxes done using TurboTax

@jseirnealjrle 

 

OK, that bank routing and account  number transfers  (always has for me)...along with a bunch of forms you might have used (1099-INT, 1099-DIV, 1099-R etc.) that contain the info about the original issuer that you entered the prior year....but they will empty of $$ amounts, so that you can edit in the new values for the new year.  Also, some special $$ amounts...like carry-over losses, carryover credits, capital property and rental property costs/depreciation.  State refund value from the prior year....would have to think some more on what else might be avialable....prior year's AGI value.

 

IF the bank info was wrong or needs to be changed, you can change it during the filing process,

....or, if you are using the desktop software, you can correct it ahead of filing time by separately editing the Federal and State Information Worksheets in Forms Mode.   (IF your state allows a d.deposit or d.debit when filing).

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*