- Click on the "File" menu at the top to access your filing options and settings.
- Select "Revisit" next to "Step 2 Your refund/payment info" to view or edit your direct deposit setup.
- If you haven't filed yet. You can still change it before filing.
How to Check Bank Information in TurboTax
📌 Why this matters
Verifying your bank details prevents refund delays and costly returned deposits that can take weeks to resolve. Even a single wrong digit means your refund gets bounced back to the IRS, restarting the entire process. Beyond accuracy, checking this information lets you switch between accounts strategically—maybe directing your refund to a high-yield savings account instead of checking, or splitting it between accounts for better financial planning. Small verification steps now save major headaches later.
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