An error on your return or an offset of your refund could change the amount of refund available for deposit (for more information, see Are there conditions that could change the amount of my direct deposits?). The IRS isn't responsible for the timeliness or contribution amounts related to an IRA direct deposit. If you fail to notify the IRA trustee of the intended year for the deposit, the IRA trustee can assume the deposit is for the current year (for example, a refund received in 2022 is deposited as a contribution for 2022 and not for 2021). As with all IRA deposits, the account owner is responsible for informing the IRA trustee of the year for which the deposit is intended, for ensuring that contributions don't exceed annual contribution limitations and that contributions are timely made. Ensure that your financial institution accepts deposits for the prior year to IRAs. If you want all your refund deposited into your IRA, you don't use Form 8888, Allocation of Refund (Including Savings Bond Purchases) you do it on your tax return. 
In addition, IRS direct deposits of federal tax refunds won't indicate which year the IRA contribution is for. Yes, but the refund must be deposited by the due date for filing your tax return (not counting extensions). If you lost your refund check, see I lost my refund check. If you submit a Form 8821, Tax Information Authorization for a person, we may provide information to you for that person’s refund. For example, the IRS can't discuss a check issued to another taxpayer with you unless you have obtained authorization. If you're trying to obtain a photocopy of your refund check because of a dispute over the proceeds, call us at 80 and speak to a representative to request assistance.īy law, the IRS can't disclose any information to you about someone else’s refund.
The IRS will send you a Form 3911, Taxpayer Statement Regarding Refund PDF to get the process started or you can download the form.
If you filed a married filing jointly return, you can't initiate a trace using the automated systems. Call us at 80 (toll-free) and either use the automated system or speak with a representative. Yes, if you need to know whether your federal tax refund check was cashed, you can initiate a refund trace by using one of the following methods:
0 kommentar(er)
