How to Change Bank Account in TurboTax

Quick summary

This demo shows how to change your bank account in TurboTax by updating your direct debit information during the filing step. Follow these steps to replace your routing and account numbers before submitting your tax return.

Steps

1. Go to your TurboTax home and click "File" from the left menu to get started.
2. Scroll to "Step 2: Your tax payment info" and click "Continue" to move forward.
3. Select "Direct debit from my bank account" as your payment method.
4. Click "Continue" to confirm your payment method choice and proceed.
5. Type in your new bank's name, making sure it matches your records exactly.
6. Enter your new routing number and account number carefully to avoid errors.
7. Double-check both numbers, then confirm to save your updated bank account info.