Hi RJS,
Thanks for the clarification. I am using the Premier Desktop version for the first time in 2024. In prior years, I had a CPA prepare my returns but I have used the TT Online version for my kid's returns while in college as they were simple / free.
I now see the distinction of the File menu at the top of browser window which includes the Electronic Filing menu.
I did see the File tab as the 5th option of items to select. I did NOT want to select that option at this time as I am about 95 to 99% complete on the returns. I have a few items listed as TBD on my returns and I did NOT want screw things up by selecting the File tab as I was afraid it would a point of no return. Your description seems to indicate that my selection fears were not warranted and I could look at this tab as long as I do click on the "Transmit Returns" button. That seems like the point of no return.
While I was waiting on a response to my initial submission, I found that Part V on the Info Wks form for both Fed and State shows the direct deposit and direct debit Y/N question along with the boxes to fill in the bank routing information. I assume it can be done manually on this WKS and/or on the File tab.
