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 theDirect deposit refund (Force)checkbox on theBankscreen, located in theGeneralfolder.
- 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 select5 = Proforma Onlyin theTaxpayer verified all bank info byfield on theBankscreen, the tax return won't use the bank information. To use the bank information, select a different option in theTaxpayer verified bank info byfield.
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.
