topic Direct Deposit Account didn't transfer to CA forms in State tax filing

Direct Deposit Account didn't transfer to CA forms

DoingMyOwnTaxes — Sun, 07 Mar 2021 17:52:52 GMT

I entered my direct deposit account information while doing my federal taxes. Why didn't it transfer to my CA tax forms?

Re: Direct Deposit Account didn't transfer to CA forms

SteamTrain — Sun, 07 Mar 2021 19:06:10 GMT

It doesn't.......it must be entered separately.

Many people choose to deposit to a different bank account, or even to a brokerage account, so the entries have to be made separately.

_________________

Though....would be nice if they gave a button to push that said...Use same Account as Federal...

Re: Direct Deposit Account didn't transfer to CA forms

DoingMyOwnTaxes — Sun, 07 Mar 2021 19:14:44 GMT

Thanks for reading and replying. However it didn't come close to answering the question.

I entered account information, and TT put it on the federal forms, but left the CA state print forms blank. Clearly this is an error in the program, as an efile to the state would transmit the account information.

Why isn't this fixed?

Re: Direct Deposit Account didn't transfer to CA forms

HeatherPLO — Thu, 11 Mar 2021 18:00:40 GMT

When you complete your state return, you will be asked again for direct deposit information.

You will need to enter the information again on the screen that says "how do you want your (state) return?'" Then it gives you a radio button to say 'same as federal' or you can choose a different account.

If you did this, and it is still living it blank on the state return forms that you are mailing in, please reach out to us directly at the link here. This will direct your inquiry to the correct department.