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Screen RIBank - Rhode Island Direct Deposit, Electronic Funds Withdrawal (1040)
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Overview
Use this screen to enter direct deposit and electronic funds withdrawal information for the tax return.
note
Once an electronic return is accepted, a direct deposit or electronic funds withdrawal request cannot be added, modified, or canceled. The routing transit number and account number should be verified annually. Contact Rhode Island to modify or cancel a transaction included in an accepted electronic file.
Direct Deposit and Electronic Funds Withdrawal
Enable electronic funds withdrawal for a balance return
Use this field to request an electronic withdrawal of funds for a balance due return. If this field isn't enabled, no withdrawal will occur.
Date of withdrawal
If filing on or before the original due date, the date of withdrawal defaults to the original due date. Use this field to request an earlier withdrawal date. If the filing after the original due date, enter the anticipated filing date of the return. The taxing agency will initiate a withdrawal request when the return has completed processing.
The actual transfer of funds may occur on or after the requested date. Delays of several days aren't uncommon.
Suppress direct deposit of refund
UltraTax CS automatically chooses direct deposit for the Rhode Island return refund when financial institution information has been entered in federal Bank Screen. Enter
X
if you do not want to deposit the state refund directly in the client's account.Use Refund Advantage/EPS Financial for refund deposit
Use this field to have the client's refund, less applicable fees, deposited with Refund Advantage/EPS Financial. This field is available only when filing electronically and a bank product is selected in federal RAL Screen.
Extension Payment Electronic Funds Withdrawal
Use this section to enable electronic funds withdrawal (direct debit) for the extension. Electronic funds withdrawal is available only when filing the extension electronically.
Enable electronic funds withdrawal for extension payment
Use this field to request an electronic withdrawal of funds for extension payment. If this field isn't enabled, no withdrawal will occur.
Date of withdrawal
If filing on or before the original due date, the date of withdrawal defaults to the original due date. Use this field to request an earlier due date. If the filing after the original due date, enter the anticipated filing date of the return. The actual transfer of funds may occur on or after the requested date. Delays of several days aren't uncommon.
Account Information
Use this section to modify the account information from federal Bank Screen. UltraTax/1040-RI automatically uses the financial institution information entered in federal Bank Screen for direct deposit or electronic funds withdrawal.
Routing transit number
, Depositor account number
, and Type of account
fields all must be completed.Non-US financial institution (International ACH transaction)
There are regulations affecting international electronic funds transfers processed though the automated clearing house (ACH) network. A domestic ACH transaction is a direct deposit to or withdrawal from an account in a U.S. financial institution. An international ACH transaction (IAT) is a direct deposit to an account in a U.S. bank that automatically forwards the refund to an account in a foreign financial institution, or a withdrawal from a U.S. bank account that receives the funds for that transaction from a foreign account. The account owner will know when an international transfer account has been established for them.
Enter
X
if the account identified is used for an IAT. Because state agencies cannot process an IAT, UltraTax CS suppresses the direct deposit or electronic funds withdrawal when this field is marked. This suppression is noted in the diagnostic messages and the account information is omitted from forms, client documents, and electronic returns. State agencies are tallying how many international transactions they will need to support in future years so the return indicates that an IAT was requested.