Adding Tax Refund to Fidelity Account

During the filing steps, you will be asked how you want to receive your refund. To add your tax refund to your Fidelity account:

  • Choose Fidelity or other bank account when you reach the How do you want your federal refund? screen and then click Continue.
  • Choose your account from the dropdown menu and then click Continue.
  • Verify the information listed on the Federal refund information screen and then click Continue.
  • Continue through the filing steps to submit your return.

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