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Level 1
March 5, 2026
New

please provide a prompt to enter bank information for 1040 refunds

Related products:ProSeries
  • March 5, 2026
  • 1 reply
  • 2 views

I am strongly requesting that the software prompt for individuals that are receiving a refund , need to provide their bank information.

 

If they do not, the instruction letter says your refund will be mailed to you.  This needs to be corrected.

 

However, the IRS is sending clients letters to advise they need to respond in 30 days on the IRS website, with a picture id to upload, etc. to get their refund, or else wait the 30 days plus 6 weeks for a paper check.

Hoping you can do something with the software to flag this issue when inputting the return.

 

1 reply

IRonMaN
Level 15
March 5, 2026

Believe it or not, not every American has a bank account so sometimes providing bank information isn't possible.  Every preparer should know about the issue by now so it is up to the preparers to do their best to assist their clients and not rely on a client letter to do that for them.

Slava Ukraini!