Please read my SOLUTION below. If you are looking to do this for the federal return rather then the state return and the prior Answer using Easy Step isn't working for you, instead of looking for the State section and it's Info Worksheet, instead look just below the Form 1040: and about two forms down edit the Info Wks. Scroll to Part V to enter / edit Dir Dep and direct debit info.
Even if you enter your Dir Dep info and you see the Dir Dep for the Federal return, it is not set up on the state return. This has been a long term glitch.
•I have complained about this issue for over TEN YEARS NOW:
ISSUE
• You enter Dir Dep info during Easy Step for your Federal return.
• You are never asked if you want Dir Dep for your State return.
• OR
• Even if you made certain in the prior year that your TurboTax file had the correct settings and information so a state refund was refunded by Dir Dep, the settings and info for the state return ARE NOT imported into your new tax year file for state even though they ARE for federal.
• ALSO
• In Easy Step there is NOTHING to allow you to specify you desire Dir Dep for your State return
• This assumes you have a legitimate refund (if you owe, there will be no Dir Dep)
• THE 1040 Info Worksheet settings for THE SAME INFO are ALWAYS imported into the new tax year file.
• The 540 Info Worksheet settings ARE NEVER imported. The choice to have the Dirdep is not imported AND the bank settings are not imported.
• DISCLOSURE I only fill out returns involved with California, it is possible, based on some other user comments I read, some states do not allow Dir Dep refunds under certain conditions.
SOLUTION
• Leave Easy Step temporarily. Click on View / Forms
• Scroll down until you see <State> and the second form should be Info Worksheet, Click it once and the form will open to your right.
• Scroll down to PART VII, click the Yes to elect DirDep of state refund, then enter the Institution, Check/Sav, Routing Number, and Accounting number.
