topic State Refund direct deposit in Get your taxes done using TurboTax

State Refund direct deposit

Jocmallia — Wed, 04 Mar 2020 15:34:37 GMT

How do I designate a direct depost for my state refund. Previous years program allowed the question .

Re: State Refund direct deposit

KatrinaLO — Wed, 04 Mar 2020 22:32:00 GMT

Please see the information below for instructions to locate your refund option:

Open your return if it's not already open.
On the Tax Home screen with the amount of your refund and status, scroll down and select Add a State (don't worry, we're not adding a state) to access your tax forms and worksheets.
In the left menu, select Tax Tools then Print Center.
On the TurboTax Print Center screen, select Print, save or preview this year's return.
On the next TurboTax Print Center screen, select 2019 federal returns and Include Government and TurboTax Worksheets (optional), then select View or Print Forms.
The information will be on the first page, Electronic Filing Instructions for your 2019 Federal Tax Return next to Balance Due/Refund."

You can check your refund method selected or change the method selected. As long as you haven't filed yet (or you e-filed, but got rejected), you can change your refund method. Please see the FAQ below for more information:

https://ttlc.intuit.com/community/refunds/help/how-do-i-change-my-refund-method/00/26458

Re: State Refund direct deposit

Paolooch — Fri, 06 Mar 2020 19:42:23 GMT

I am having difficulty changing my return, for Maryland, to request a direct deposit also. Not sure what you mean by "Tax Home" screen. I presume it is the screen that has tabs PERSONAL INFO, FEDERAL TAXES, STATE TAXES REVIEW, and FILE. It displays my federal and state refunds. If I scroll down, I do not see a button for adding another state. At the upper left of the screen, there is a "Tools" option, and its dropdown menu has My tax data, Final Review, Topic List, Attachments, Calculator, Tax Summary, Tax History, and Order History.

Clearly I'm missing something. I would like to change to a direct deposit of my state refund, so I would appreciate any help. In the meantime, I'll search some more.

Thanks.

TH666

Re: State Refund direct deposit

Paolooch — Fri, 06 Mar 2020 22:33:53 GMT

Found the easy way out. For the State of Maryland, there is an "Information Worksheet." Part VII Direct Deposit Information or Electronic Funds withdrawal allows direct entries into the form boxes for financial institution name, routing number and account number.

Hope someone finds this helpful.

TH666

Re: State Refund direct deposit

GeoTee — Sat, 07 Mar 2020 19:30:43 GMT

Thank you, Paolooch! Your suggestion also worked for Michigan state return.

Seems like a bug in the app that it's not part of the Step-by-Step.

Re: State Refund direct deposit

Ms_Diana_S — Sat, 18 Apr 2020 22:54:15 GMT

That worked for Virginia too.

Turbo Tax really needs to address that issue. Their quality has gone down over the last few years.

Re: State Refund direct deposit

mickeylrt — Thu, 03 Feb 2022 19:12:26 GMT

how do i change to direct deposit on state

Re: State Refund direct deposit

EbonyL122824 — Thu, 03 Feb 2022 19:34:11 GMT

You are not able to make changes to your bank account information on your tax return once it has been filed and accepted by the IRS. If your return happens to get rejected, you can update your bank account before re-submitting your return as well as update the issue that caused the rejection.

https://ttlc.intuit.com/community/refunds/help/what-if-i-entered-the-wrong-bank-account-for-direct-deposit/00/26213

If you haven't filed yet, you can still add your bank account info for direct deposit.

@mickeylrt

Re: State Refund direct deposit

saduboseverizon — Mon, 18 Apr 2022 00:45:22 GMT

I am using number but they wo 't accept thmy correct routing and account

Re: State Refund direct deposit

saduboseverizon — Mon, 18 Apr 2022 00:49:12 GMT

State rejects bank routing and account number. Can I mail my state tax file?

Re: State Refund direct deposit

HeatherPLO — Mon, 18 Apr 2022 21:36:13 GMT

You might double-check the banking information that was entered:

1. Enter the routing number from a check, not a deposit slip.

2. Check with the bank to make sure the routing number hasn't changed, or that a specific routing number is used for your type of account.

If the above isn't the case, you can switch from e-file to mailing by following the instructions here.

@saduboseverizon

Re: State Refund direct deposit

WhollyTerriers — Wed, 22 Mar 2023 17:21:07 GMT

To clarify a bit further -

Switch from Step-by-Step to Forms Mode.

Scroll down the Forms in My Return list to your state return.

Right after the State-1040 form, there should be Info Worksheet. Click.

In Part VII you have the options (yes/no) to select -

Use direct deposit for any state refund

Use direct debit for state tax payment

Use direct deposit for any city tax refund

Use direct debit for city tax due

Just below, you will enter the bank info.

Re: State Refund direct deposit

CarissaM — Wed, 22 Mar 2023 17:33:17 GMT

You are commenting on a thread from last year. I wanted to be sure you were able to complete this in Turbo Tax or were you commenting to help others? @WhollyTerriers

Re: State Refund direct deposit

WhollyTerriers — Wed, 22 Mar 2023 18:38:19 GMT

I was commenting. This thread eventually got me what I needed, but I thought a bit of clarification might be useful to others.