Using TT2021/SC State return:
After I enter the DDepost information, my only options are "Use Another Refund Method" or "Use Direct Deposit".
I select "Use Direct Deposit" and the next screen has RED LETTERS of "Account Number Needed", "Routing Number Needed"... and I did enter both correctly, along with bank name. I've gone through this step numerous times and the bank information is never stored by TT2021 for some reasons. The fields are always blank when I go back.
Then I went to the actual South Carolina State form and inputted the information manually and again, it wasn't saved.
Help!!!
What eventually worked for me was
1.go to Federal 1040 form and open form for editing,
2. enter direct deposit bank info (even though you owe)
3. close form
4. Go to the "Filing" step and enter bank info for SC direct deposit when prompted...
It seems the info must be in the Federal form before TTax desktop accepts manual entry for state.
What I don't understand is why the state form doesn't just import the bank info from Federal.
Hope this helps...
@Oz01 Are you possibly changing the banking info you used last year when filing with TurboTax? The TurboTax programs typically transfer the prior-year direct deposit information to save users from having to re-enter it.
If you are using TurboTax Online, you'll need to make sure the box regarding using the same info from last year is left unchecked before proceeding. This option occurs during the federal return portion. The same banking info "should" transfer to your state return automatically, unless you instruct the program otherwise. See the TurboTax FAQ I'm linking below for instructions.
Actually TTax2022 Deluxe didn't import last years DDeposit info for some reason (which was also TTax Deluxe) but it is exact same bank info as this year... please note that I tried to manually input the data many times and TTax2021 wouldn't save it when I went to next screen. Same thing happened when I manually updated the actual SC form where the info is actually used. In a nutshell, I cannot manually input bank info and have TTax actually save it.
I'll report this to Moderators for investigation. I don't see any current reported issues like this. But it's early in the season.
Are you using TT Online? Maybe try signing out of your return (after saving it), then log back in using a different browser. And sometimes (this is a weird thing, I know, but computers being what they are...) it helps to clear browsing history and cache, and delete cookies.
As noted in my posts, I am having problem with paid version of TTax 2021 Deluxe...not online.
But I did do my sons taxes with free online TT and it worked properly, imported his bank information from previous year (also the free online service), and successfully submitted both Federal and State return.
Again, the problem with Deluxe is it didn't import last years bank information and then wouldn't accept manual import this year...kept telling me input Account and Routing number after I already did.
From what you've indicated, Assuming you are using the "Desktop" software:
Did you try:
1) switching to "Forms Mode" ?
2) Find and open the Federal "Info Wks" (Federal Information Worksheet)
3) Scroll down to Part V of that form and enter your bank, Routing and Acct # there. Make sure you check the box as to whether it is a Savings or Checking account...and any other check-boxes as appropriate.
See if that works.
Ther is a similar Info Wksheet in the State section...might also be in Part V, but some state sheets vary as to section numbering.
I entered the information on the state form but not the Federal. State form didn't work, wouldn't save the info... ill give Federal a try...
I am having the same issue with my South Carolina State. I have gone into forms mode and entered the routing and account number, but still unable to go past the point and just having the bold red letters to enter the information. Has there been a fix for this?
Desktop Deluxe did not transfer last years bank information for South Carolina and it won't allow manual entry during the filing process.
There is a small amount OWED on Federal so I will not be using bank information. Is it suppose to transfer if filer owes money? I don't think I want bank information on tax return(Federal or State) if I owe money...
@Oz01 Got it. I'm wondering if this issue isn't related only to the SC program. TurboTax doesn't actually prepare the state programs, but assimilates them into the software. Since both you and @Mike20-9 are using the SC program, it's more likely what's going on.
I don't know if it would help, but you "may" want to phone SC DOR and let them know of the problem you're experiencing. In the meantime, I'll update TurboTax Moderators.
Fyi...this is first time I had this issue with SC tax return (desktop)...ive used multiple years.
The free online SC state version worked fine for my son...Turbotax imported bank information and successfully filed both Federal and SC. I assume the online and desktop share the same core programming.
@Oz01 Thanks for the info. I'll let the Moderators know that this is specific to the desktop programs.
The desktop and online programs are similar, but also different in SO many ways.
Edited to add: And EACH year is new and complicated, both with federal and state programs. Hope we can get this worked out for you quickly.
Desktop Deluxe did not transfer last years bank information for South Carolina and it won't allow manual entry during the filing process (same as Oz01). I also owe small amount Federal this year, have chosen the option to send in via print voucher with check and mail in, but I will get a refund for SC State and it looks like the application is not saving the bank, routing and account information.
BTW. I can also confirm that the web TT works as my son filed this weekend with no issue with SC.
Okay here is latest information, I was able to get bank information accepted for SC State tax. However I still have a problem which I will detail at end. Following was my process:
1. Verified that 2020 returns contained the correct bank information. TTax2021 did not transfer the 2020 information into either Federal or State return.
2. Shutdown desktop PC and unplug from wall: No change
3. Complete uninstall/reinstall of TT2021 desktop with shutdown of PC/Unplug from wall before restart: No Change
4. Manually input the bank information into 2021 Federal 1040 form and then proceeded to "E-File" step. I was able to enter the bank information for the SC State return. SUCCESS!
5. But there is still a problem, I am unable to print or download the SC1040 form from the Form Print center. I can only print/download the Federal form. When I highlight the SC1040 form for printing, the print selection area (blank box on upper right of the Print step), nothing is shown. Below this area is a message that "State forms are not final yet and cannot be printed or downloaded" or something to that effect. Then there is a blue link "notify me when forms are final" below the warning. When I click on the blue link, it takes me to a page to enter my email address but there is another error message above the email input box "No forms are selected".
This is because TTax doesn't put the SC1040 form as a section into the blank box on the Print page.
I can read the SC1040 form within the TTax software but cannot download or print it and it doesn't show up as a selection in the form Printing box when I highlight in the Print Center.
6. For giggles, I went ahead and continued the E-File process, paid the small amount of Federal tax owed with CC and submitted the SC State form with the bank information for Direct Deposit of refund.
Both Federal and SC State returns were ACCEPTED and are now in process.
7. However I still have not been able to print my SC return from TTax 2021 desktop software...anyone have any ideas on how I can download into PDF and save SC? Federal is not a problem...
@Oz01 Thanks for your detailed information! You have really put in the time on this!
I'd suggest waiting a bit before trying to download/print your SC return, even though it has already been accepted. It's so early in filing season, and the states practically always lag behind federal on most things. So maybe check back in a week or so to see if the issue has been resolved. If not, post back here and I'll see what I can find out.
You guys have been so very patient, and it is appreciated.
Will try again in a week or so...but please emphasize to TTax contacts that 2021 desktop (unlike online free version) did not import the bank information from 2020 desktop files at all! That isn't a state tax program error...but a basic 2021 Turbo Tax issue...
Thanks for your quick responses 👍... they are appreciated...
@Oz01 I have explained the issue as you've stated it to any TurboTax Moderators that will read my post. That's all of my "power" in a nutshell. Not much, I'm afraid. Thanks again for your patience!
I'm having the same issue with the Desktop Deluxe version. My parents are getting a refund from SC but nothing owed or refunded from Federal. I had to choose paper check just to get their returns efiled. It's okay for them but this is disappointing from Turbo Tax. If I spend money on a product I expect it to work properly. Hopefully, this won't be an issue next year.
Latest update (I started this conversation):
1. Still cannot print SC1040 that was efiled a week ago.
2. Today i did my own taxes and AGAIN, TTax 2021 desktop DID NOT import bank information from 2020 return. And AGAIN, I was unable to download or print my completed SC tax forms...NOTHING has changed since my original complaint.
3. Additionally the desktop version did not import my work W2 form while the online free version imported the W2 of my son, who interned at my company last year.
This is last year I use Turbo Tax... I see no reason to keep going down this rabbit hole...have had multiple issues through the years but this was last straw...
@Oz01 So sorry to see you go. But I get it, and can't say I blame you. Best of luck.
I am having the same issue. I keep inputting it but it won't save. I have tried inputting in the form and step by step but it will not save my bank information. Do you know when it will be resolved?
I am having this same issue. I have spent almost 2 hours on with TurboTax to no avail. My issue is similar, owe on Federal/Refund on State of SC! I tried as suggested to enter directly in from 1040 but that did not save for me. There has to be a solution for this! This is super frustrating!
What eventually worked for me was
1.go to Federal 1040 form and open form for editing,
2. enter direct deposit bank info (even though you owe)
3. close form
4. Go to the "Filing" step and enter bank info for SC direct deposit when prompted...
It seems the info must be in the Federal form before TTax desktop accepts manual entry for state.
What I don't understand is why the state form doesn't just import the bank info from Federal.
Hope this helps...