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If you have electronically filed your return(s), and they have been accepted, you can confirm the information (including the routing and account number(s) entered for purposes of direct debit or direct withdrawal (refund or amount due and estimated payments elected to be direct withdrawal) when you electronically filed your return(s)), by following these steps: 

  1. Sign in to your TaxAct Online return
  2. Click Print Center in the left navigation column, then click Custom Print
  3. Click the checkbox(es) to the left of the item in the Forms and Schedules section for Federal Form 8888 - Your Name (you may need to scroll down in the section to locate the item)
  4. Click the checkbox(es) to the left of the item in the Documents and Worksheets section for Federal Bank Account Worksheet - Bank Account: and Federal E-filing Information - Your Name
  5. Click the Print button and then click the PDF link. The item will appear in a PDF read-only format. At that time you can click the printer icon on the screen to actually print, or close the window without printing.

Note. If you see a message indicating you have not paid your return fees, click the View/Pay your return fees link, which will direct you through the Paper Filing steps. Continue through the screens until you have processed the payment for your product fees and then repeat the steps to print.

  1. Start your TaxAct Desktop program
  2. Click the Forms button in the top left corner
  3. Expand the Federal folder and then expand the Forms and Schedules folder
  4. Scroll down and click '+' next to the Form - Federal Form 8888 - Allocation of Refund (Including Bond Purchases) 
  5. Double click the copy you wish to print and click the pink Printer icon above the form   
  6. Expand the Federal folder and then expand the Information Worksheets Folder
  7. Scroll down and click '+' next to the Worksheet - Bank Account - Bank Account Information
  8. Double click the copy you wish to print and click the pink Printer icon above the form
  9. Repeat step 6 and then scroll down and click '+' next to the Worksheet - E-Filing Notes and Explanations - E-Filing Information
  10. Double click the copy you wish to print and click the pink Printer icon above the Form

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