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1040 - Bank App Does Not Appear on Return When Choosing a Bank Product

8 months ago

 

Updated

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This article describes what to do when the bank application does not appear in a return when the bank product refund type is chosen.

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Confirm the EFIN record has downloaded correctly:

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4. Click on the Advanced button at the bottom of the Electronic Return Originators window. The EFIN year will read as the current year and all applicable fees are populated.🖐 NOTE: Access

Access to the Advanced button may be restricted by an admin.

 

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Follow the instructions below to successfully reload the EFIN on returns created prior to the EFIN release/download:

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4. Select the EFIN record.

 

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