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Bank

Print bank information on page 2 of Form 1040

You can enter bank information on the
Bank
 screen in the
General
 folder. For the information to print on page 2 of Form 1040, make sure the following scenarios are present:
  • Allocate a refund to a single account rather than multiple accounts using Form 8888.
  • Tax due must be greater than zero with a refund of $10,000 or less.
  • If the tax due is zero with a refund in excess of $10,000, mark the
    Direct deposit refund (Force)
     checkbox on the
    Bank
     screen, located in the
    General
     folder.
  • The routing number must be in the proper format. To meet IRS requirements, the number must be 9 numbers (no hyphens) with the beginning 2 digits within the range of 01-12 or 21-32.
  • The return must have a refund.
  • If you select
    5 = Proforma Only
     in the
    Taxpayer verified all bank info by
     field on the
    Bank
     screen, the tax return won't use the bank information. To use the bank information, select a different option in the
    Taxpayer verified bank info by
     field.
note
If you select
Electronic Funds Withdrawal (EFW)
 as your payment method, they system records the bank information in the
EFW
 folder under Forms View.

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