Question

I'm not comfortable giving my bank info and don't see why its needed.

Forum|Forum|5 years ago
February 5, 2021
1 reply
0 views

Do I have to include my my banking information? My account was recently jacked and it was a nightmare to fix.

TurboTax Free Edition Online

Employee

You only need to enter bank routing and account numbers if you select direct deposit of a tax refund. You can just request a refund check mailed to your tax return address.

S

swimming75Author

I know about the direct deposit and routing number but the tax form is asking for the User ID and Password.

DoninGA

Employee

@swimming75 wrote:

I know about the direct deposit and routing number but the tax form is asking for the User ID and Password.

To access a financial institution to import tax data a User ID and Password is required to access that account. The User ID and Password are not stored anywhere by TurboTax.

If you are not comfortable with entering a User ID and Password, then do not import the forms. Enter the forms manually in the section of the program requiring the tax data.