Q: Our tax returns were sent to the wrong bank. We have a certified tax preparer. What can we do?
We were not asked to verify the information and have been long standing customers of this tax preparer. We have never changed our banking information.
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- California
- (916) 704-3009
- View Profile
- Answered
A:
If your tax returns were sent to the wrong bank, the first thing you should do is contact your tax preparer immediately to inform them of the mistake. They should be able to provide guidance on what steps to take next. They may be able to help you retrieve the funds from the incorrect bank and reissue the payment to the correct bank.
If your tax preparer is unable or unwilling to assist you in resolving the issue, you may need to contact the IRS directly to report the error and request a refund. You can do this by filling out Form 3911, "Taxpayer Statement Regarding Refund," which can be found on the IRS website. Be sure to include as much information as possible, including your name, social security number, and the amount of the refund.
It's also a good idea to keep detailed records of all communication with your tax preparer and the IRS regarding this issue, including phone calls, emails, and any other documentation related to the mistake. If necessary, you may want to consider seeking legal advice to ensure that your rights are protected and that you receive the full refund you are entitled to.
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