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How to fix client checking account incorrect number after e-file completed?

denise3916
Level 2

Client's checking account number was incorrect on the return that was e-filed.  how do we correct this?

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sjrcpa
Level 15

Ciontact the client and apologize. You can't change the efiled return.


Ex-AllStar

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14 Comments 14
Just-Lisa-Now-
Level 15
Level 15
If it was for a direct debit, you may want to call the IRS EFW number and cancel it...for some reason I feel like years ago I remember a client getting hit with a insufficient funds fee when the acct number was wrong for a direct debit.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Marc-TaxMan
Level 8
If it was for a direct deposit, I hope it was my account accidentally inserted.
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The-Tax-Lady
Level 9
Make sure your client contacts their bank to make them aware of the situation, just in case the wrong account number is an active account.
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sjrcpa
Level 15

Ciontact the client and apologize. You can't change the efiled return.


Ex-AllStar
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IRonMaN
Level 15
First time anyone has asked that :smile::smile:

Slava Ukraini!
sjrcpa
Level 15
And my correct answer is not helpful.

Ex-AllStar
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IRonMaN
Level 15
You shouldn't have said "and apologize" :smile::smile:

Slava Ukraini!
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abctax55
Level 15
Or they misunderstood "ciontact"
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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Just-Lisa-Now-
Level 15
Level 15

If the account number is wrong, the bank will return the deposit to the IRS, the IRS will then issue a refund check and mail it to the address shown on the return....so make sure you've got a good address on the return!


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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abctax55
Level 15

Where's Laura?  She always had a *special* way to handle these snafus..  /S

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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Just-Lisa-Now-
Level 15
Level 15
:joy::joy:

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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sjrcpa
Level 15
She's been missing this tax season.

Ex-AllStar
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abctax55
Level 15
missing....not missed.
Haven't seen her on the other ones either.
"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"
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sjrcpa
Level 15
Neither have I.

Ex-AllStar
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