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Miscellaneous Info/Direct Deposit in Lacerte

by Intuit• Updated 1 week ago

The following articles are frequently asked questions regarding - Screen 3, Miscellaneous Info/Direct Deposit in Individual returns:

What's new for Individual tax refunds for tax year 2025:

Tax refund checks for individual taxpayers will be phased out beginning on September 30, 2025. Until further notice, taxpayers should continue using existing forms and procedures, including those filing their 2024 returns on an extension of a due date prior to December 31, 2025. For tax year 2025 returns, the IRS will send Notice CP53E if the return didn't have direct deposit information. This can delay the refund by up to six weeks. For more information from the IRS see here.

Lacerte Tax