Level 3

Question

Client received refund check under wrong name

Forum|Forum|5 years ago
July 19, 2021
14 replies
147 views

Hello,

I have a client that just contacted me saying they received their paper refund check under their wrong last name and I need to fix it. I have tried contacting the IRS many times, but gives me the run-around and cannot reach a live agent. What should I do? Their bank cannot accept the check as it is misspelt.

ProSeries Basic

This topic has been closed for replies.

BobKamman

Level 15

Deposit it through an ATM. They'll take anything.

Was this an e-filed return? The client didn't want a direct deposit? (Probably doesn't want a vaccination, either.)

C

cabooktaxAuthor

Level 3

yes, this was filed as an e-file return. They are more comfortable in receiving checks I guess. Ok, so their last name was totally wrong on the tax return and on the paper check. Are you sure this will not affect the deposit at an ATM when the check is being cleared?

qbteachmt

Level 15

Just to comment that you posted while I was replying. This is a bit different: "Ok, so their last name was totally wrong on the tax return and on the paper check."

What matters is the significance. Gomes or Gomez is the not the same as Smith vs Gomez. I don't know what "totally wrong" means.

Don't yell at us; we're volunteers

qbteachmt

Level 15

My name gets misspelled all the time. I just sign the back both ways.

Don't yell at us; we're volunteers

Just-Lisa-Now-

Intuit Community Champion

was it spelled wrong on the tax return as well? or have the refund check printers gone rogue?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

C

cabooktaxAuthor

Level 3

Yes, It was misspelled on the tax return as well.

Just-Lisa-Now-

Intuit Community Champion

What did the Practitioner Priority Service tell you to do when you called?

Is there a local IRS office near you at all? May be easier to fix in person.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Skylane

Intuit Community Champion

Well, if you can run it through the ATM machine or online banking you’ll probably have to amend the tax return and then request re-issuance. It’s a fairly ugly process and will likely take a few months.

https://sa.www4.irs.gov/irfof/lang/en/irtrconlinehelp.jsp

If at first you don’t succeed…..find a workaround

Sign up

Login with SSO

Let's get you signed in

Login with SSO