Skip to main content
Level 2
March 4, 2020
Question

State Refund direct deposit

  • March 4, 2020
  • 4 replies
  • 53 views

How do I designate a direct depost for my state refund. Previous years program allowed the question .

    4 replies

    Level 14
    March 4, 2020

    Please see the information below for instructions to locate your refund option:

    1. Open your return if it's not already open.
    2. On the Tax Home screen with the amount of your refund and status, scroll down and select Add a State (don't worry, we're not adding a state) to access your tax forms and worksheets.
    3. In the left menu, select Tax Tools then Print Center.
    4. On the TurboTax Print Center screen, select Print, save or preview this year's return.
    5. On the next TurboTax Print Center screen, select 2019 federal returns and Include Government and TurboTax Worksheets (optional), then select View or Print Forms.
    6. The information will be on the first page, Electronic Filing Instructions for your 2019 Federal Tax Return next to Balance Due/Refund."

     

    You can check your refund method selected or change the method selected. As long as you haven't filed yet (or you e-filed, but got rejected), you can change your refund method. Please see the FAQ below for more information:

     

    https://ttlc.intuit.com/community/refunds/help/how-do-i-change-my-refund-method/00/26458

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Level 4
    March 6, 2020

    I am having difficulty changing my return, for Maryland, to request a direct deposit also.  Not sure what you mean by "Tax Home" screen.  I presume it is the screen that has tabs PERSONAL INFO, FEDERAL TAXES, STATE TAXES REVIEW, and FILE.  It displays my federal and state refunds.  If I scroll down, I do not see a button for adding another state.  At the upper left of the screen, there is a "Tools" option, and its dropdown menu has  My tax data, Final Review, Topic List, Attachments, Calculator, Tax Summary, Tax History, and Order History.

     

    Clearly I'm missing something.  I would like to change to a direct deposit of my state refund, so I would appreciate any help.  In the meantime, I'll search some more.

     

    Thanks.

     

    TH666

    Level 4
    March 6, 2020

    Found the easy way out.  For the State of Maryland, there is an "Information Worksheet."  Part VII Direct Deposit Information or Electronic Funds withdrawal allows direct entries into the form boxes for financial institution name, routing number and account number.

     

    Hope someone finds this helpful.

     

    TH666

    Level 2
    February 3, 2022

    how do i change to direct deposit on state

    EbonyL122824
    Level 9
    February 3, 2022

    You are not able to make changes to your bank account information on your tax return once it has been filed and accepted by the IRS. If your return happens to get rejected, you can update your bank account before re-submitting your return as well as update the issue that caused the rejection.

    https://ttlc.intuit.com/community/refunds/help/what-if-i-entered-the-wrong-bank-account-for-direct-deposit/00/26213

    If you haven't filed yet, you can still add your bank account info for direct deposit.

     

    @mickeylrt

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Level 2
    April 18, 2022

    State rejects bank routing and account number. Can I mail my state tax file?

    Level 2
    April 18, 2022

    I am using  number but they wo 't accept thmy correct routing and account

    Level 2
    March 22, 2023

    To clarify a bit further -

    Switch from Step-by-Step to Forms Mode.

    Scroll down the Forms in My Return list to your state return.

    Right after the State-1040 form, there should be Info Worksheet.  Click.

    In Part VII you have the options (yes/no) to select -

        Use direct deposit for any state refund

        Use direct debit for state tax payment

        Use direct deposit for any city tax refund

        Use direct debit for city tax due

    Just below, you will enter the bank info.

    Level 15
    March 22, 2023

    You are commenting on a thread from last year. I wanted to be sure you were able to complete this in Turbo Tax or were you commenting to help others? @WhollyTerriers 

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Level 2
    March 22, 2023

    I was commenting.  This thread eventually got me what I needed, but I thought a bit of clarification might be useful to others.