So I have a client that has a refund on their return and it shows the bank routing information on the client copy. They want to send their return to a bank and want the bank account and routing number to be masked.
Do I just print out a different copy that has the direct deposit information unchecked? Could that be a improvement?
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Yes.
Yes https://proconnect.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604
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