Where do I add Form 8888?

Forum|Forum|7 years ago
June 4, 2019
4 replies
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I need to file form 8888 how do I add it?

TurboTax Deluxe Windows

Best answer by Irene2805

You can add Form 8888 - Allocation of Refund when you go through the screens to file your return. Please follow these steps:

Click the File tab.
On the screen, How do you want your $XX federal refund, mark the circle for Direct Deposit to a bank account.
Go to the bottom of the screen and mark the box I would like to split my refund into more than one account.
On the screen, Tell Us What You Would Like to Do, mark the appropriate radio button, to split your refund into more than one account, purchase savings bonds, or both.
Depending on your selection, you will see screens to Purchase Savings Bond, and/or Split your Refund into Multiple Accounts.
Enter the requested information and click Continue.
Form 8888 will be generated and transmit with your return.
You can then continue to file your return.

smstasko1Author

Level 2

Ok so thank you I found the form. No my question is last year we filed an amended return because the tax preparer forgot to the education credit form. So the 1040 was changed and we received a refund in the form of a check and a letter stating that we needed to file form 8888 this year. I have read the instructions under changes in refund due to math errors but still do not understand how to fill out this form. Can you please help me.

Irene2805Answer

Level 15

You can add Form 8888 - Allocation of Refund when you go through the screens to file your return. Please follow these steps:

Click the File tab.
On the screen, How do you want your $XX federal refund, mark the circle for Direct Deposit to a bank account.
Go to the bottom of the screen and mark the box I would like to split my refund into more than one account.
On the screen, Tell Us What You Would Like to Do, mark the appropriate radio button, to split your refund into more than one account, purchase savings bonds, or both.
Depending on your selection, you will see screens to Purchase Savings Bond, and/or Split your Refund into Multiple Accounts.
Enter the requested information and click Continue.
Form 8888 will be generated and transmit with your return.
You can then continue to file your return.

Robertjames42265

Level 2

I need to add injured spouse. Form 8379. To stop my wife from having her refund taken. I forgot to do this

DoninGA

Level 15

@Robertjames42265 wrote:

I need to add injured spouse. Form 8379. To stop my wife from having her refund taken. I forgot to do this

See this TurboTax support FAQ for the Form 8379 after you have filed a joint tax return - https://ttlc.intuit.com/community/accessing/help/how-do-i-file-form-8379-injured-spouse-allocation/01/26228

sailorjohn

Level 2

i FILE BY MAIL. cAN'T FIND FORM 8888 ON T TAX.

EbonyA

Level 13

@sailorjohn Are you attempting to set up direct deposit of your tax refund? if so, then you may follow the steps that IreneS supplied above in the thread.

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sailorjohn

Level 2

OK. But it calls for electronic filing. Not printed paper filing like the Turbo MD tax form.

billl

Level 2

The questions & answers Irene S gives are not the screen I get using Turbotax Deluxe for 2021. The choices that I get are Direct Deposit to last year's bank account; New bank account; and send me a check.

What I want to do is split my refund and use part of the money to buy iBonds & have the rest go to last year's bank account. IRS Form 8888 is designed to do just that. How can I get to it from Turbotax?

DawnC

Level 15

At the very bottom of the screen, there should be a box to check if you want to split the refund OR purchase US Series I Bonds. The image below is for the desktop program, but it is the same section for Online TurboTax.

@billl

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EEDacho

Level 2

Hi Dawn, I filled out form 8888 to refund $5000 in paper i-bond and have the refund balance applied to 2022 taxes. However, during eFile step I get the screen below, to deposit my $5000 refund to "Direct Deposit" account but no option to apply the $5000 in paper i-bond. I don't want to proceed with a direct deposit to my bank account. Any suggestions on how to proceed?