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Unable to Enter Direct Deposit Information TT2021

Forum|Forum|4 years ago
January 30, 2022
7 replies
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Using TT2021/SC State return:

After I enter the DDepost information, my only options are "Use Another Refund Method" or "Use Direct Deposit".

I select "Use Direct Deposit" and the next screen has RED LETTERS of "Account Number Needed", "Routing Number Needed"... and I did enter both correctly, along with bank name. I've gone through this step numerous times and the bank information is never stored by TT2021 for some reasons. The fields are always blank when I go back.

Then I went to the actual South Carolina State form and inputted the information manually and again, it wasn't saved.

Help!!!

Best answer by Oz01

What eventually worked for me was

1.go to Federal 1040 form and open form for editing,

2. enter direct deposit bank info (even though you owe)

3. close form

4. Go to the "Filing" step and enter bank info for SC direct deposit when prompted...

It seems the info must be in the Federal form before TTax desktop accepts manual entry for state.

What I don't understand is why the state form doesn't just import the bank info from Federal.

Hope this helps...

Kat11_2

Employee

@Oz01 Are you possibly changing the banking info you used last year when filing with TurboTax? The TurboTax programs typically transfer the prior-year direct deposit information to save users from having to re-enter it.

If you are using TurboTax Online, you'll need to make sure the box regarding using the same info from last year is left unchecked before proceeding. This option occurs during the federal return portion. The same banking info "should" transfer to your state return automatically, unless you instruct the program otherwise. See the TurboTax FAQ I'm linking below for instructions.

How do I change my transferred direct deposit information?

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

O

Oz01Author

Actually TTax2022 Deluxe didn't import last years DDeposit info for some reason (which was also TTax Deluxe) but it is exact same bank info as this year... please note that I tried to manually input the data many times and TTax2021 wouldn't save it when I went to next screen. Same thing happened when I manually updated the actual SC form where the info is actually used. In a nutshell, I cannot manually input bank info and have TTax actually save it.

Kat11_2

Employee

I'll report this to Moderators for investigation. I don't see any current reported issues like this. But it's early in the season.

Are you using TT Online? Maybe try signing out of your return (after saving it), then log back in using a different browser. And sometimes (this is a weird thing, I know, but computers being what they are...) it helps to clear browsing history and cache, and delete cookies.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

M

Mike20-9

I am having the same issue with my South Carolina State. I have gone into forms mode and entered the routing and account number, but still unable to go past the point and just having the bold red letters to enter the information. Has there been a fix for this?

O

Oz01Author

Not that I know of...

Kat11_2

Employee

@Oz01 @Mike20-9 Can each of you confirm to me that your DESKTOP TurboTax programs did not transfer prior-year banking information (relating to direct deposit) into the 2021 programs? I'm asking about both federal and state programs. Thanks in advance.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

K

Kim861

I'm having the same issue with the Desktop Deluxe version. My parents are getting a refund from SC but nothing owed or refunded from Federal. I had to choose paper check just to get their returns efiled. It's okay for them but this is disappointing from Turbo Tax. If I spend money on a product I expect it to work properly. Hopefully, this won't be an issue next year.

O

Oz01Author

Latest update (I started this conversation):

1. Still cannot print SC1040 that was efiled a week ago.

2. Today i did my own taxes and AGAIN, TTax 2021 desktop DID NOT import bank information from 2020 return. And AGAIN, I was unable to download or print my completed SC tax forms...NOTHING has changed since my original complaint.

3. Additionally the desktop version did not import my work W2 form while the online free version imported the W2 of my son, who interned at my company last year.

This is last year I use Turbo Tax... I see no reason to keep going down this rabbit hole...have had multiple issues through the years but this was last straw...

Kat11_2

Employee

@Oz01 So sorry to see you go. But I get it, and can't say I blame you. Best of luck.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

G

Gwen S

I am having the same issue. I keep inputting it but it won't save. I have tried inputting in the form and step by step but it will not save my bank information. Do you know when it will be resolved?

S

spainter8212

I am having this same issue. I have spent almost 2 hours on with TurboTax to no avail. My issue is similar, owe on Federal/Refund on State of SC! I tried as suggested to enter directly in from 1040 but that did not save for me. There has to be a solution for this! This is super frustrating!

O

Oz01AuthorAnswer

What eventually worked for me was

1.go to Federal 1040 form and open form for editing,

2. enter direct deposit bank info (even though you owe)

3. close form

4. Go to the "Filing" step and enter bank info for SC direct deposit when prompted...

It seems the info must be in the Federal form before TTax desktop accepts manual entry for state.

What I don't understand is why the state form doesn't just import the bank info from Federal.

Hope this helps...

S

spainter8212

That worked! Thank you so so much!

G

GamecockStormblessed

Having exact same problem with the same state. This is quite infuriating as I am trying to file. Any solutions would be appreciated.

Kat11_2

Employee

@GamecockStormblessed Are you also using the Desktop (CD/Download) software? If so, see the solution offered earlier in this thread by @Oz01 .

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

H

HarryGinSC

I had the exact same issue with my SC tax direct deposit entry info with the desktop version of Deluxe that everyone else is reporting here. This is a clear and obvious bug in the TT software. Thanks so much to Oz01 for helping us trick the software into working. It's terrible that this bug has been known for 3 weeks or more and isn't fixed yet and requires all of us to waste our time looking for solutions to Intuit programming programs. I won't be recommending TT to anyone this year and I'll have to reconsider my tax software next year. Terrible job Intuit!

SForrestLO

Try deleting the information and entering it in manually. Ensure there are no spaces before or after you type the numbers.

This Turbo Tax FAQ will show you how to add or update your bank information.
Where do I enter my bank's routing or account number?
https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-my-bank-s-routing-or-account-number/00/26300

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M

MESMith1

Thank you for your reply. No luck. I have been using Turbo Tax for ever so I don't think it's a user error. I try deleting on the Easy Step form and on the E-file form. I just cannot continue to the next page. So frustrating.