sharol
Level 3
05-08-2021
05:40 PM
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I scheduled withdrawal on May 10th but the IRS took funds from my client's bank on May 7th.
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dkh
Level 15
05-08-2021
06:52 PM
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Well that's a new one. Most posts have complained IRS didn't take it until after the date requested.
You double checked the withdrawal date on the Federal Information Worksheet?
Did the client have the funds available or did it cause an overdraft?
sharol
Level 3
05-08-2021
07:16 PM
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Double checked the date on the information worksheet. No overdraft was caused. Just an upset client.
PATAX
Level 15
05-08-2021
07:36 PM
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They will get over it... Three days early, a real terrible event there for them..... Just my opinion
sharol
Level 3
05-09-2021
10:01 PM
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That is unacceptable. My clients need to know when I state something is going to happen, IT WILL. There is no complacency acceptable here. It is OK for the with drawal later than scheduled but not before.