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Enter state bank information different from federal for an electronic payment of refund in Lacerte
by Intuit• Updated 1 year ago
To indicate bank information different than the federal for electronic payment of balance due, or refund, follow these steps.
- Go to Miscellaneous Information / Direct Deposit input screen;
- Individual - Screen 3
- Partnership - Screen 3
- Corporate - Screen 4.1
- S-Corporate - Screen 3.1
- Fiduciary - Screen 2.1
- Locate the State Direct Deposit of Refund / Electronic Payment section (Ex. California Direct Direct Deposit of Refund/Electronic Payment)
- Scroll down to the Financial Institution #1 (if different) sub-section.
- Enter the Name of bank, Routing transit number, Depositor account number and Type of account (Ctrl+T) or Type of investment (Ctrl+T).
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