Q) My tax refund direct deposit was denied because they couldn’t find an account number to match and I received a paper check paid to the order of my deceased husband & myself. My bank won’t cash it unless I receive another check from the government stating paid to the order of my husband (Deceased) & myself so the check can be signed. How to I get my payment? What do I do with the paper check? My checking account no longer has my husband listed on it was the problem I think. I suspect my Federal return will have the same problem. What do I do next??? Thank you.
A) I’m sorry to hear about your husband’s passing. It sounds like you’re in a bit of a pickle. Here are some things you can do to get your tax refund:
- Contact the IRS. The IRS may be able to help you get a new check issued. You can contact the IRS by phone at 1-800-829-1040 or by visiting their website at www.irs.gov.
- Contact your bank. Your bank may be able to help you cash the check even though it’s made out to your deceased husband. You can explain the situation to your bank manager and see if they’ll make an exception.
- Hire a tax professional. A tax professional may be able to help you get your tax refund. They can help you file your taxes and they may be able to negotiate with the IRS on your behalf.
I hope this information is helpful. Please let me know if you have any other questions.