Why Having Direct Deposit is Important

[FDNY]

I have a client, let’s call him Suspicious Joe who distrusts everything governmental.  Joe never wanted direct deposit.  So Joe was getting a 2020 refund and wanted a check mailed.  After 4 months he calls me, no check.   His return is in the error department probably because he gave me incorrect amounts of EIPs that he said he received by mail.  The problem is, he moved, never told me and no forwarding with USPO because he doesn’t trust them either and doesn’t want anyone knowing where he went (I don’t think the PO forwards refund checks anyway).   I emailed him a copy of his returns twice and Joe finally tells me he moved.  I called  PPL and they tell me there is no way to change address while return is in error review department awaiting an agent’s review.  So does anyone have any idea what to do other than sending in an 8822 which I did?  I told him this may take a year to resolve.  I felt a feeling of joy saying that.  He’s getting a checking account as we speak.

[scottmcfly]

Some people are too "smart" for their own good.  

[Lee B]

Never underestimate the power of st*p*dity

[Elrod]

He may also need one of these,Bill.   

[KATHERINE]

Hi,   

I just had a similar case, you need to call IRS and they will trace the check.  quit fast.  they will not notify you the trace result, because if the original didnot get cashed, they will just replace a new one.  Through the call, you can confirm with them the valid address.

Thank you!

 

Kate

[FDNY]

1 hour ago, KATHERINE said:

Hi,   

I just had a similar case, you need to call IRS and they will trace the check.  quit fast.  they will not notify you the trace result, because if the original didnot get cashed, they will just replace a new one.  Through the call, you can confirm with them the valid address.

Thank you!

 

Kate

As soon as I see that the case is resolved I will jump on that, thank you for the advice Kate.    I’ll check WMF every month or so to see that check went out.  I also submitted a 2848 just in case.   He owes me big time next year and he knows it.  

[Abby Normal]

I'm not calling the IRS for anyone's refunds, even if they want to pay me. Especially people who wanted a paper check.

[Sara EA]

Agree with Abby, make the client call IRS.  I've been doing this more and more because I can't charge for two hours waiting on hold.  I have had a few clients with bank accounts who wanted paper checks because "some people I know" have access to the account.

[Yardley CPA]

17 hours ago, FDNY said:

I have a client, let’s call him Suspicious Joe who distrusts everything governmental.  

Does he trust you???