BobKamman
Level 15
04-18-2023
05:37 PM
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Client just called about a refund check she just received from her 2020 return. The refund claimed on the return was $5,266. The check was for $5,739, including $473 interest. This is the first she has heard about her 2020 return since it was filed in May 2021. That was a difficult time for her because her husband had died in March.
She signed a paper return as Surviving Spouse. It takes a while to process those. Direct deposit was requested, but it didn't go to the bank, even though the account is still open.