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New Member
posted Nov 22, 2020 2:07:12 PM

Is there a way to find the account number of a linked account (e.g., to figure out which Schwab account is linked to my TurboTax account)?

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5 Replies
Level 15
Nov 22, 2020 2:14:23 PM

Broker's accounts cannot be "linked" to any of the turbotax programs ... so do you mean you want to import the broker information into the return?   If so you are too late for 2019 or earlier and too early for the 2020 tax year.  Any entries now must be done manually. 

Returning Member
Aug 17, 2022 3:43:06 PM

Is there a way to see the account that you lent for the refund to go into or change it

Level 15
Aug 17, 2022 3:50:24 PM

@Iwasnothing2u   Did you use the Online version?   How to review the refund method

https://ttlc.intuit.com/community/refunds/help/how-do-i-review-the-federal-refund-method-i-chose-after-filing-with-turbotax-online/00/27417

 

You can only change it before you file.  Go through the File tab to change it.

Returning Member
Aug 17, 2022 3:51:34 PM

I’ll try thank you 

Level 15
Aug 17, 2022 3:52:43 PM

What do you mean "LENT"?    If the taxpayer's name is not on the account then that bank will most likely refuse the deposit and send it back to the IRS and they will convert it to a paper check ... the conversion can take a month or more.

 

Here is how you can see your deposit information:

Your direct deposit information will be at the bottom of your Form 1040.

To view your 1040 after filing, Sign into TurboTax Taxes > Tax Timeline > Some other things you can do Download/print (.pdf)