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Bank documents are required to be printed separately from the final tax return. This is because the banks and the IRS want to establish a difference between the tax return forms and the bank product forms. Therefore both sets of forms also require separate signatures from the taxpayer.

The bank documents must be printed separately from the final tax return.

Follow the instructions below to successfully print the bank application:

1. Open a tax return to be printed.

2. Click Print >Bank Documents.

 

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