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Change Bank Account information

Hey I’m filing my taxes, I haven’t submitted yet, and I can’t figure out how to change my bank information. I don’t have my laptop at the moment so I have to use the phone app. I get to the finish and file part and there doesn’t seem to be any choice to change it.

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15 Replies

Change Bank Account information

Did you already e-file?  If you did NOT e-file you can go to the FILE section  step 2 to enter/change how you want to receive your refund.  If you want direct deposit you need the routing number and your own account number.

 

You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Change Bank Account information

This is where I get confused because I haven’t submitted it yet, so does that mean that I’ve already filed? Sorry if that seems like a dumb question, I’m at the finish and file step but because I can’t change the bank info I haven’t finished. There’s no file section for me just the steps to file. I’m so lost

jmjohns78
New Member

Change Bank Account information

I have NOT filed yet and it will not allow me to change my bank information for direct deposit like you have instructed. There are no prompts to move forward. It wants me to confirm the account info entered is accurate. That banking information must be from years ago, it is not my current bank. 

 

I will only let me view acct information but not allow me to change anything. It is getting rather frustrating. 

There is no place to update your direct deposit information. 

 

Thank you, 

 

 
 

 

 

 

Change Bank Account information

HOW TO CHANGE OR ENTER BANKING INFORMATION FOR REFUND

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-direct-dep...

 

 

You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
jmjohns78
New Member

Change Bank Account information

The link you sent is NOT helpful. I choose "direct deposit" and these are my options: (No other instructions given) 

 

1. I’d like Intuit to make checkout easier for me by storing my payment information for use with other Intuit products**

 

2. This account information is correct and is where I want my refund deposited.

 

There is NO option to change the bank information and it isn't correct. 

Change Bank Account information

I am having the same issue, following the instructions to a t and it does not gie me the option to edit the direct deposit

maceyward
New Member

Change Bank Account information

Same here!  Did you have any luck finding it out?

CatinaT1
Expert Alumni

Change Bank Account information

See this FAQ: How do I change my transferred direct deposit information?

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AMaple
New Member

Change Bank Account information

Hi,

 

this is not helpful. This link has already been posted several times and folks have responded that it is not working. I have tried several times on phone and computer and it never works. It just signals an error and says please confirm under the box where you say this is the correct info. You cannot proceed to step two. Please help. 

CatinaT1
Expert Alumni

Change Bank Account information

If that is not working, you will have to call Customer Service.   Here is a link:  Turbo Tax Customer Service 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Change Bank Account information

Hey guys! 

I found the answer. So I called the support line and they told me to click “Review” and start that process which should eventually get you to the “File” section. The support person said to just click that the information is correct (trust me I know it’s weird) and it will take you further along into the process to a point where it will give you the option to change your information. It will ask you again if it’s correct after the first time just click yes and then should be the next page it’ll prompt you to change it. I know it sounds incorrect but it’s a problem within TurboTax that needs to be fixed.

Change Bank Account information

You have to go to Step 2 in the FILE section.

 

HOW TO CHANGE OR ENTER BANKING INFORMATION FOR REFUND

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-refund/change-transferred-direct-dep...

 

 

You cannot  change banking information while your return is in pending, nor can you change it after the return is accepted.  The IRS does not allow it.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Change Bank Account information

Thank you! This was So much more helpful and I was worried but it worked! Thank you again you saved me so much time and frustration.

Change Bank Account information

Thank you, @Wchessor! The only correct answer in the entire thread!

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