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New Member
posted Feb 28, 2024 4:05:44 PM

Routing numbers not being accepted by TurboTax

There is a mass problem with TurboTax not accepting bank routing numbers across the board. People cannot e-file. How can this be resolved?  I have a 9-digit code that was manually entered into the system, but keeps getting rejected, and I am stuck in a loop so that it can't be e-filed.

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3 Replies
Level 2
Feb 28, 2024 7:42:14 PM

Well, at least you have the option to input your bank info. It doesn't even give me an option. Just says I will receive a check for my refund, and I don't want a check! Nowhere I can find to be able to tell TT I want my refund sent electronically! That's the only thing holding me up from filing! Good luck!

Expert Alumni
Mar 1, 2024 7:29:36 AM

 We would like to take a deeper dive into this message to assist you.  In order to do this, it would be helpful to have a TurboTax ".tax2023" file that is experiencing this issue. You can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions: Go to the black panel on the left side of your program and select Tax Tools.

 

  1. Then select Tools below Tax Tools.
  2. A window will pop up which says Tools Center.
  3. On this screen, select Share my file with Agent.
  4. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number.
  5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.

Here are the instructions if you are using TurboTax CD/Download:
 

  1. Click on Online in the top left menu of TurboTax CD/Download for Windows
  2. Select 'Send Tax File to Agent'
  3. Write down or send an image of your token number then place in this issue.
  4. We can then review your exact scenario for a solution.
  5. Please also tell us any states included in the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

Expert Alumni
Mar 3, 2024 12:46:11 PM

If you are using TurboTax Online, this situation has been reported to the developers for resolution as soon as possible. 

 

If you are using a CD/downloaded version of TurboTax, use the following steps to overcome the error conditions preventing direct deposit:

 

  1. While on the screen asking you to enter your banking information for direct deposit, click the Forms button in the upper right corner of the screen.
  2. This will open the Info Wks where there are two items that need attention.
  3. Check the Yes box highlighted in pink beside the question Do you want to elect Direct Deposit of any Federal refund?
  4. Go to the routing number field and delete all of the extra characters entered after your nine-digit routing number. 
  5. Click the Step-by-Step button at the top right corner of the screen to go back to the filing choices and continue to file your return.

@hawkeye22b 

@F23TTB