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Screen IDBank - Idaho Direct Deposit (1040)
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Overview
Use this screen to complete / modify direct deposit for electronic filing. This screen is also used to change the filing instructions to indicate if the taxpayer should pay any amounts using electronic funds withdrawal. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-ID shows it on the form only, not in the input screen.
note
Once an electronic return is transmitted, a direct deposit or electronic funds withdrawal request can't be added, modified or canceled. The routing transit number and account number should be verified annually.
Direct Deposit Information
Suppress direct deposit of Idaho refund
UltraTax CS automatically selects direct deposit for the Idaho return refund when financial institution information has been entered in the federal
Bank
screen. Enter X
if you don't 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 deposited with Refund Advantage / EPS Financial. This field is available only when filing electronically and a bank product is selected in the federal
RAL
screen.Enable electronic funds withdrawal for a balance due return
Use this field to request an electronic withdrawal of funds for a balance due return. If not 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 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.
Estimated Payment Electronic Funds Withdrawal
Use this section to designate estimated payments electronic funds withdrawal for electronically filed returns.
Electronically withdraw funds for estimate payments
Electronic funds withdrawal of estimates is available for electronically filed returns only. Direct deposit or direct debit of balance due isn't required for direct debit of estimates. Use these fields to indicate each estimate authorized for electronic withdrawal. The estimated payment amount is the calculated amount on the Illinois Estimated Tax Payments Worksheet. Dates may be adjusted by using the
1st - 4th payment: Requested Withdrawal Date
fields. The dates and amounts of withdrawal are included in the electronic file and printed on the Idaho Estimated Tax Payments Worksheet.Account Information
Use this section to modify the account information for direct deposit and electronic funds withdrawal.
Routing transit number
A valid routing transit number is nine digits with the first two digits within the range of 01-12 or 21-32.
Name of financial institution
Used in filing instructions and forms to help identify the account.
Depositor account number
A valid depositor account number may include letters and numbers. Omit spaces, hyphens, and other special characters.
Type of account
Select the type of account from the attached dropdown list.
To prevent unintended IRA premature withdrawal penalties or excess contributions, account information doesn't transfer from the federal
Bank
screen when the account type is IRA. If a deposit to an IRA is intended, enter that account information in this screen. An IRA can't be selected for electronic funds withdrawal.Non-US financial institution (International ACH transaction)
Enter
X
if the account identified is used for an international ACH transaction (IAT). Because state agencies can't 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.