topic Tax Year Prior to 2020: How can I tell if my account is linked to my bank account? in Get your taxes done using TurboTax

Tax Year Prior to 2020: How can I tell if my account is linked to my bank account?

dzitka — Mon, 22 May 2023 20:32:06 GMT

How can I make sure my refund will be direct deposit?

Re: How can I tell if my account is linked to my bank account?

VictorW9 — Thu, 26 Mar 2020 21:45:21 GMT

If you transferred your info from last year's return, TurboTax may prompt you to deposit your tax refund into the same account you used last year. You can easily edit the account info you wish to transfer your money into before you file.

TurboTax Online

First, make sure the I want my refund deposited into this account box is unchecked.
Scroll down and select Continue.
On the Let's get your bank account info screen, enter the account you want your refund deposited into.

TurboTax mobile app

First, make sure the I want my refund deposited into this account box is unchecked.
Swipe right to continue.
On the Let's get your bank account info screen, enter the account you want your refund deposited into.

Re: How can I tell if my account is linked to my bank account?

VictorW9 — Thu, 26 Mar 2020 21:53:11 GMT

If you have not e-filed or mailed your tax return already you can change how you want to receive your refund, go to the "File" section and enter/review/update to make the change:

Login to TurboTax your account and go into your tax timeline, select the File tab.
There are three steps listed. Click on Start/Revisit next to Step 2.
You'll have the choice for in my bank for direct deposit or paper check to receive in the mail, make sure the I want my refund deposited into this account box is unchecked.
Select paper check and then click continue at the bottom. Please see this TurboTax FAQ for more information.

Once your return has been accepted (or mailed), it's too late to change direct deposit bank account information. If the info you provided is for a closed or invalid account, the government will mail you a refund check. Now, if your recently e-filed return is in pending status, wait to see if it is either accepted or rejected.

If rejected, open your return in TurboTax and go through the File section again to update your bank account before re-submitting your return with any applicable corrected information.
If accepted, you'll get your refund check in the mail or will be direct deposited if you listed a valid bank account when you filed.

Please see this TurboTax FAQ for more information.