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Level 2
posted Apr 13, 2024 10:31:17 PM

I am about to file my Turbotax file and got to last screen but it never ask me for direct deposit info

I need to pay for Federal and California but I am getting refund for Colorado. When I preview tax form the banking section is empty. How do i add my direct deposit or banking info to turbotax? I went thru all the screen prompts but it never ask me for bank info 

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3 Replies
Expert Alumni
Apr 14, 2024 4:29:45 PM

Users have reported similar issues before when having to pay additional tax for the Federal return but having a refund on the State return. Some states also have different instructions than others. Review the screens in the File section to be sure you have a refund for Colorado and that the choice isn't displayed.

 

If you are using a Desktop version of TurboTax, here is a workaround:

 

• Leave Easy Step temporarily. Click on View / Forms
• Scroll down until you see <State> and the second form should be Info Worksheet, Click it once and the form will open to your right.
• Scroll down to PART VII, click the Yes to elect DirDep of state refund, then enter the Institution, Check/Sav, Routing Number, and Accounting number.

Level 2
Apr 14, 2024 4:50:37 PM

Thanks I tried this but box is blue when I try to add it, it doesn't let me add it in. Does that mean the state tax refund will need to be mailed to me? I don't mind. But just wondering

Expert Alumni
Apr 14, 2024 5:16:08 PM

Yes, unless a direct deposit option comes up in one of the final screens in the File section of the state return.