Taxpayers can request a Santa Barbara TPG Fast Forward deposit when they select to apply for a Refund Transfer with direct deposit product. When the IRS funds their federal refund, they can get their refund direct deposit up to 5 days early.
In order for a taxpayer to apply for this product, their personal bank account must belong to a bank participating in the program and their federal refund must be $10,000 or less. There is an additional $25 fee, taken from the taxpayer's refund associated with the Fast Forward deposit.
In TaxSlayer Pro, if the taxpayer's bank participates in Fast Forward then you'll be prompted to see if they want to use the service. If the taxpayer's bank does not participate in the service, then you won't be prompted.
To apply for a Santa Barbara Fast Forward Deposit in the TaxSlayer Pro desktop program, from the main menu of the tax return select:
- Mark Return Electronic
- Return Type - Select SBTPG RT Deposit or SBTPG RT Deposit w/ Refund Advance.
- Enter the Taxpayer's Bank Routing and Bank Account Information. If the taxpayer's bank participates in the Fast Forward Deposit program, a message will display asking if the taxpayer would like to select the Fast Forward deposit option. Select YES:
Additional Information: