A Must! Read Your Return Before Filing
A Denver, CO woman found out the hard way that you MUST read your tax return before your tax preparer sends it out electronically.
Andrea Dean waited to receive the nearly $6,000 she expected from her return to show up in her bank account. Unfortunately, her friend who is an attorney put the wrong bank account number on the tax refund portion of the electronic filing form.
The IRS states that once a taxpayer signs a return, it’s final.
It’s up to the taxpayer to approve all items on the return before it’s submitted to the IRS. The only recourse the taxpayer has is to initiate a civil case to settle the loss. Only if fraud is suspected will the IRS investigate.
No one has come forward to report the unexpected deposit.
About the Author
Gregory McCauley Jr., Esq.
Tax Attorney · Villanova University School of Law · Admitted in Delaware, New Jersey, United States Tax Court
Gregory McCauley Jr. is an experienced tax attorney who has personally represented more than 1,000 clients in matters ranging from civil tax controversy and IRS examinations to criminal tax defense, U.S. Tax Court litigation, and complex business disputes. His practice is built on a foundation his c...
