Can't add Bank Account/Routing Number to 1040 form

[VolvoGirl]

No that's ok.  Go ahead and file if you are ready.

[lcolantuoni14]

Another question can I put myself down as person to discuss taxes on behalf of my son and do i need a pin to do it? thjird party dedsignee - can i be it for my son and    do i need a pin as I do not have one

[KathrynG3]

Your son will be reevaluated on what is filed, whether it is your return, or his return.

Claimed as a dependent on your return since he is in school full time and under 24:

• He is only eligible for the Family Tax Credit.
• He is not eligible for the first or second stimulus payment since he is 17 or older.
• You may be able to claim a credit for the missing third stimulus payment in the spring of 2022 on the 2021 tax return.

If he files his own return and claims he is independent, 

• He may be eligible for the full first and second stimulus payments of $1,200 and $600.
• He would get the third stimulus payment in the spring of 2022 on his 2021 tax return.

If you have not yet filed, there is no need to file your return. Only file his return.

• Go into My Info and edit his name.
• Scroll down to #3 and adjust the answer to Can you be claimed by someone else.
• See: Who can I claim as my dependent? and What does "financially support another person" mean?

If you have already filed with him on on your return, and he wants instead to file his own return, pay any taxes, and report his missing stimulus payments, then:

• He will now need to mail the tax return since his social security number can only be e-filed once and is on your return.
• He can still get the amounts listed above, but it will take a little bit longer to process.
  • Go to the search box and enter stimulus. Click the Jump to link.
  • Answer Yes.
  • At the next screen, Let's double-check the amount you received, answer No to edit the first-round and second-round amounts.
  • If no stimulus amount was received, enter 0. An amount must be entered in each box. When finished, click Continue.
• Wait for the return to be accepted and approved before e-filing your own amended return for both the federal and the state with the explanation that your son is no longer a dependent.
  • See: How do I amend my 2020 TurboTax Online return?
  • Can I e-file my 1040X to amend my return?
  • Do I need to amend my state if I amend my federal?

@lcolantuoni14

[lcolantuoni14]

gosh i did direct pay wtih exxtnsion and now it is aksing me how to pay and that option isnot listed...i alerdy paid so what do i choose?? Should I choose write a check  - but I already paid and there is no option to select that I did Direct Pay 

[KathrynG3]

Yes, you can choose write a check since you already are doing Direct Pay. Selecting that means there is not any bank information in the return, that you will be handling that part separately. And since it is already handled with Direct Pay, you would be all set.

@lcolantuoni14

[KirkBKirk]

I am paying Fed Taxes, so no need to add bank account info on that form. But I am receiving a state refund and cannot seem to add the info on my state form. How can this be done?

[HopeS]

As long as you haven't filed yet you can change your refund method.

1. Open your return in TurboTax
2. Go to the File section in the left menu
3. Next to Step 2: Your refund info select Revisit
4. Choose your desired refund method and select Continue

In Step 2 in the Filing section, you should be able to add your method as shown below:

See also the Refund method in the link below:

REFUND METHOD

@KirkBKirk