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Bank account information needs to be included even if no refund is expected

MikeMyersCPA
Level 1

We are receiving IRS notices for clients who are entitled to unexpected refunds, mostly from automated adjustments due to clients providing incorrect estimated tax payment data.  Since our original return did not report a refund, there was no bank account information transmitted even though we entered it into the system.  Now the IRS is requesting the account information to send the adjusted refund and the only way to provide that information is for the client to set up their IRS online account.  The system should be revised to transmit the latest bank account information every year even if no refund is anticipated.

6 Comments 6
sjrcpa
Level 15

Tt is probably an IRS efile spec rather than an Intuit one.

If client does nothing, they'll get a check for any refund due them in about 6 weeks.


The more I know the more I don’t know.
IRonMaN
Level 15

Yup.  Bogus IRS notices and bogus scams out there so just tell the clients to do nothing and if it is a legit notice, the clients will get their refunds eventually.


Slava Ukraini!
Just-Lisa-Now-
Level 15
Level 15

common theme this year, even when you apply a refund to the next year, they send this dumb letter.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
anniebear
Level 4

Don’t agree. If I have client who owes and is mailing check, no way n would I want bank info automatically transferred.

0 Cheers
sjrcpa
Level 15

IRS gets the bank info from the check.


The more I know the more I don’t know.
anniebear
Level 4

I get that. But if they got an automatic bank info with return, I can just see double payment! The auto info and the check!

0 Cheers