FREAKING OUT

Forum|Forum|3 years ago
February 4, 2023
2 replies
20 views

I just e-filed a client's 2022 return. She told me to use the same bank account as the year before, not realizing the prior year return had her refunds going to H&R Block's bank account. I'm not affiliated with H&R block in any way. (the proir year she told them to take their fee out of her refund, and so her prior year 1040 shows H&R Block's bank details for direct deposit of her refund).

I thought, I will just efile an amended return, changing the bank account info for direct deposit. Turns out the E-file form for 1040-X isn't available until 3 weeks from now, at which point H&R Block will already have her refund direct deposited (she's no longer their customer).

I dont know what to do and I'm freaking out.

ProSeries Professional

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IRonMaN

Level 15

Eventually they should receive a paper check, but it is going to be awhile before they actually see the check.

Slava Ukraini!

L

leftyAuthor

Level 4

But how is that possible? Assuming that H&R Block bank account is still open and active, I guess we could call H&R Block and explain the situation and ask them to cut her a check (I dont expect that to be easy).

The only reason IRS would mail her a check is if they try to deposit to that H&R bank account and its inactive so it bounces back and the IRS then cuts a check.

IRonMaN

Level 15

I had the exact same thing happen 3 or 4 years ago. The refund bounced around a little but eventually they received a check. You live and learn --------------- never trust what a client tells you without some physical evidence 😀

Slava Ukraini!

T

TaxGuyBill

Level 15

There is a telephone number on the 8879 that you can call to cancel direct withdrawals. I would try that number to try to cancel the direct deposit.

I suspect they may not allow you to give them a new number, but cancelling the direct deposit MIGHT speed things up because they will send a paper check right away rather than trying to direct deposit things.

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