Refund check payable to taxpayer and deceased spouse

Forum|Forum|5 years ago
March 9, 2021
4 replies
14 views

Client's 2019 1040 efiled February 12, 2021.

Refund due, but since the return is late IRS won't direct deposit.

(Return was late because client was tending to her dying husband.)

Spouse died March 1, 2021.

$6K refund check payable to taxpayer and spouse arrives yesterday March 8, 2021.

Can she cash it? Is it a bank specific thing?

Lacerte Tax

This topic has been closed for replies.

qbteachmt

Level 15

The Bank where she had/has joint account(s) should accept it. If she changed banks or has no personal relationship with someone there, she should be able to use the tax return to show it was joint and that generated the refund, assuming MFJ.

Don't yell at us; we're volunteers

sjrcpaAuthor

Level 15

It was MFJ.

The more I know the more I don’t know.

BobKamman

Level 15

Put it through an ATM. ATM's will eat anything.

sjrcpaAuthor

Level 15

That's my mode of operation, too.

The more I know the more I don’t know.

IRonMaN

Level 15

I think it is a bank specific thing and maybe even a teller specific thing. It it is a joint account they should take it, but I do like Bob's idea - an ATM machine is always, no muss, no fuss.

Slava Ukraini!

T

TaxGuyBill

Level 15

In the event the bank won't take it, Form 1310 (Box "A") can get the check reissued.

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