You can review your refund choice by getting the full PDF of your return using the steps below. Then if you review the page called "Federal Tax Return Summary" and a page called "Filing Instructions", you can hopefully see how your refund is being handled.
NOTE: Most people have it sent directly from the IRS to their bank account (or card). However, If you chose to pay the TurboTax fees out of your Federal refund, the funds will go first from the IRS to an intermediary bank account where the fees are subtracted. Then that intermediary bank sends the rest to your own bank in a second direct deposit.. If you used that option, and if the IRS has sent the refund, we can tell you how to check on it at the level of that third-party company (SBTPG aka Santa Barbara Tax Products Group.) Another option that some people chose was to have the refund go to a Credit Karma Moneyspend account; I believe this is more common if one chose the "up to 5 days early" refund offer, although people could elect for the "up to 5 days early" refund option to be sent to one's own bank account for a fee.
Note: When you open your return interview back up, do NOT make any changes in it. If you later have to amend the return for some reason, it has to start off exactly as filed.
- Sign in to TurboTax, or if you're already signed in, select Tax Home.
- At the Tax Home look for the link "Add a State", or if that link isn't visible, scroll down to and open Your tax returns & documents, select 2024 and then look for the link Add a State (you're not actually adding a state, this just opens the 2024 return back up to get you into the right area).
- When the return interview is open, go to the left column menu, select the tab Tax tools, and then select Print Center.
- Select Print, save or preview this year’s return.
- Select 2024 returns and then for the most pages choose Include government and TurboTax worksheets.
- Select View or Print. (or you can choose to download the PDF if you want to save a copy)
- Usually the first page in the PDF is your Federal Tax Return Summary. On that page, in the first section, you'll see some refund information, such as (if applicable) the bank account info that was entered for your direct deposit. Also look for the page "Filing Instructions" which should also info on how your refund is being handled.
- While you are in the Print Center, if you wish to do so, you can download a PDF copy of the Federal and state returns and worksheets, if desired, for your records. See caution note below.
NOTE: Remember all PDF tax documents, printed copies, and tax data files are very sensitive files, since they contain your personal ID info, financial data, and possibly bank account numbers, etc. Be sure to store them safely and securely to guard against computer theft, hacking, etc.
