Refund Filing as surviving spouse

[Colfax Mingo]

Taxpayer died in 2018, spouse wants direct deposit of refund to joint account with his name listed first on the checking account. Will this work if I put his name on the Bank Account Information sheet or should I list her name on the Bank Account Information sheet?

[grandmabee]

It doesn't matter, as long as his name is still on bank account.  I don't ever fill out who's name in on account on that tab just routing number and account and they all go thru.

 

[Pacun]

No name matching... only make sure the numbers are correct.

Have you ever deposited refunds on someone else's account?

My client gave me his cousin's account one year and the following year he said... everything is the same and signed. He was checking his account and the IRS never deposited his refund. About 2 months later he called, I check and told him the account and he went to his cousin to get the dinero.

My brother was dating a girl one year and he deposited his refund on her account. Next year he said, "my bank account is the same".  He was not dating that girl anymore. Same thing, he was checking his account and the IRS never deposited. I told him and he had to call his ex girlfriend and collected his money.

[Colfax Mingo]

Thanks, I just wanted to make sure every thing went OK with the refunds.

[Lee B]

What works with one financial institution may not work with another because they each have their own rules.