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How to complete step 2?

How do I complete step 2?
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1 Reply
JohnB5677
Employee Tax Expert

How to complete step 2?

Step 2 in the filing process allows you to select a payment or refund method. 

 

Payment Options (If taxes are owed) 

  • Direct Debit  You will enter your bank information.
  • Credit/Debit Card: You can pay with masor tredit cards,
  • Check or Money Order: You can mail a check.

Refund Options (Step 2)

  • Direct Deposit: Agin, You will enter your bank information.
  • Credit Karma Money: You can esentially set up a bank acout with Credit Karme.
  • Paper Check:  This option is no longer available.
  • Prepaid Debit Card: Direct deposit to card services.
  • U.S. Savings Bonds: Use your refund to purchase them. 

Payment Options (If taxes are owed) 

  • Direct Debit/EFW: This again will be your bank information.
  • Credit/Debit Card: Major credit cards are accepted
  • Check or Money Order: You can write a check.

There are also some creative options:

  • Paying Fees with Refund: You can pay TurboTax fees with your refund, There are additional charges.
  • Refund Advance: You can apply for a refund advance
    •  (often up to $$$4,000) when choosing a Credit Karma Money account, 

You can confirm your selected option by checking your tax return summary or "View Order Details," 

 

How do I complete Step 2 under Finish & File?
 

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