How to Add a ’Bank Product’ (RAC) to a Tax Return

Adding a Bank Product 

IMPORTANT NOTE: The steps in this article are applicable only if the EFIN record in the program has an approval record. If you are not able to add a bank application to a return by following the steps below, the EFIN might not have an approval record. 

From Form 8879:

  1. Choose Option 5 for the Refund Type.

  1. Verify that the EFIN has an approval record from the bank. See How to Publish EFIN Record & Bank App for more information.

  1. Click the Refresh Button.

  1. A Bank Application should now be visibly appended to the return.