In TaxSlayer ProWeb, you can use a bank product to facilitate a state tax return refund if the federal return is also using a bank product. You can also use a bank product for the state refund if the federal return has no refund or has a balance due.
Caveat: Disbursement by direct deposit isn't available, only by check.
The process will vary depending on whether the federal return has a refund or not. Select each tab below to see how it works.
In the E-File menu at the end of the tax return, you'll select a bank product option for the both the federal and state return(s). For the federal return, you'll select the bank along with the disbursement method:
After that, you'll select to use the same method for the state refund:
In the E-File menu at the end of the tax return, under the "State return" section you'll select the bank product and disbursement method:
After that, you'll select to use it for the state return:
There are several important caveats regarding using a bank product on a state tax return:
- If the federal return has a refund it must also utilize a bank product. If the federal return has a refund but doesn't utilize a bank product, bank product options won't be available for the state return.
- If the federal return has either no refund or a balance due, a bank product can be used to facilitate the state refund.
- If the state return is filed by itself, the federal return must have been filed and accepted using a bank product also.
- Bank products can only be used with the original tax return, not with an amended return.
Additional Information: