If a taxpayer wants their state refund deposited directly into their bank account, follow these steps in TaxWise:
Begin by navigating to the corresponding state’s return page.
To electronically file a state return, select Yes to indicate that you want to e-file this return.
For state refunds, always select the option to have the refund deposited into a different account. Note: You can use the same account information; this is simply a software requirement.
Next, enter the taxpayer’s banking information. Note: It can be the same account information as previously provided.
Since different account is selected, you will need to enter the banking information twice on state returns.
Common Issues & Fixes
❌ Wrong routing/account number → Double-check with the taxpayer before submitting.
❌ State doesn't allow direct deposit for amended returns → Verify with state tax agency.
❌ Taxpayer prefers paper check → Do not enter banking details (leave blank).
You can view the video tutorial here:
State Filing for Refunds (Direct Deposit)