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March 16, 2024
Question

Im almost done with my 2023 tax and it did not ask for my bank information. I indicated it on the worksheet but when i preview the return the bank info was not there.

  • March 16, 2024
  • 1 reply
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1 reply

DawnC
Employee
March 16, 2024

You enter your direct deposit information when you are in the last step - File Tax Returns.  When you preview your return, it will show XXXXXXXXX for your bank info.  You should see an X in either 'checking' or 'savings' for TYPE on line 35a.   If you're getting a refund, we'll ask for your bank account info once you choose the direct deposit option (it's on the How would you like to receive your federal refund? screen in the File section).

 

To review previously entered bank account info, ‌revisit the File section in TurboTax.   If you are receiving an error message, follow these steps to resolve your issue:

 

  1. Go back to finish and file and choose direct deposit.
  2. Delete the entered routing number by holding down backspace.
  3. Manually type the routing number. This should resolve your issue.
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