topic Direct Deposit Refund not reflected on filing instructions in Get your taxes done using TurboTax

Direct Deposit Refund not reflected on filing instructions

FMS10 — Sun, 04 Apr 2021 22:06:01 GMT

Entered bank information for federal and NYS refunds on the info sheets. Planning to Efile all tax returns. Currently the tax forms reflect the refund expected and the bank info. However, the filing instruction letters indicate that a refund check will be expected in 4-6 weeks. Last year, this filing instruction letter indicated that the refund would be direct deposited and confirmed the banking information.

Is this just a glitch and as long as the bank info is on the tax form the refund should arrive directly to the bank?

Re: Direct Deposit Refund not reflected on filing instructions

AkinaLO — Mon, 05 Apr 2021 17:23:34 GMT

Is your tax return in e-filing mode or print and mail mode? To switch to e-file your return, please follow the instruction below.

How do I change from mail to e-file in TurboTax On...

Re: Direct Deposit Refund not reflected on filing instructions

FMS10 — Mon, 05 Apr 2021 17:51:00 GMT

Thank you for your reply but I'm not using the online version of Turbo Tax. I am using the Deluxe CD -Windows edition. How do I check if I'm in Efile mode vs paper and mail mode? Can you provide the steps needed to change to efile in the version I'm using?

Re: Direct Deposit Refund not reflected on filing instructions

NashayLO — Mon, 05 Apr 2021 18:00:43 GMT

When using the Desktop Software:

Click on the File tab
There you will have the option to e-file or file by mail

Re: Direct Deposit Refund not reflected on filing instructions

FMS10 — Mon, 05 Apr 2021 18:11:52 GMT

Thank you! The federal and both states are set up for Efile. When I click through it does ask me to verify my bank info and then confirms that the refund will arrive via direct deposit. However, the Filing Instruction letter for Federal and 1 State (where there is a direct deposit refund) both indicate that a check will arrive. Versus the Filing Instruction letter for the 2nd state with an amount due confirms that the amount will be debited from my bank. Is this just a glitch in the letter format? I just don't want to have to watch for the refund check to arrive via USPS. Thanks!

Re: Direct Deposit Refund not reflected on filing instructions

NashayLO — Mon, 05 Apr 2021 18:24:03 GMT

No, there is not a glitch, however, you can check your refund method, by reviewing the 1040 line 35 or the Federal Information Worksheet, Part V. If it doesn't show there, you may need to update the software, How do I update my TurboTax CD/Download software p...

Re: Direct Deposit Refund not reflected on filing instructions

FMS10 — Mon, 05 Apr 2021 18:32:36 GMT

Yep...1040 and Info Worksheets all show direct deposit of refunds. The Filing Instruction Letter does not. That is what I was trying to figure out why the letter does not agree to the return

Re: Direct Deposit Refund not reflected on filing instructions

CarissaM — Tue, 06 Apr 2021 18:29:07 GMT

Have you done the manual update on your software?

Re: Direct Deposit Refund not reflected on filing instructions

FMS10 — Tue, 06 Apr 2021 18:41:19 GMT

Yes, I update automatically when I log into the program at least until I file the returns. My software is up to date.

Re: Direct Deposit Refund not reflected on filing instructions

CarissaM — Tue, 06 Apr 2021 18:45:22 GMT

Since you have done all other troubleshooting, it would be best to contact customer support by clicking here.