Fee Collect and Bank Products are not compatible with use of Form 8888 for Allocation of Refund

You may use Form 8888 if:

 

You want us to directly deposit your refund (or part of it) to one or more accounts at a bank or other financial institution (such as a mutual fund, brokerage firm, or credit union) in the United States, or

You want your refund to buy up to $5,000 in paper series I savings bonds.

 

However, Form 8888 cannot be used to allocate a refund for returns using Fee Collect or any bank product.

 

This information applies to all years of the UltimateTax software.

Solution Article: 
Adding a Bank Product to a Return
Fee Collect